Search Criteria

Filter search criteria using below inputs

Click on magnifying glass icon to search

Search Criteria - - - Stocks (0)
CompanyCountrySymbol

RISK RETURN ANALYSIS & FUND DETAILS

Select funds from the table below to display in the chart and click Go button. How do I read this chart?Tab to hear instructions on how to read the chart.
The Risk Return chart is a visual representation of where varying funds fall in a two-dimensional space described by standard deviation (risk) on the horizontal axis and return on the vertical axis. All other things being equal, funds that have higher returns and lower risk are more desirable and will be priced higher—the funds to the upper-left.

You can control three main things about this chart: the timeframe, the contents and what the circle size represents.

  • Choose from among the different timeframes (1 year, 3 year, etc.) across the top of the chart and the axes will adjust to show risk and return appropriately.

  • Use the “Highlight” list to choose the types of funds to show in the chart. The default choice, “None” will show all funds, but you can choose to focus on just TD Mutual Funds, Analysts’ Choice Funds, RRSP Eligible Funds and others.

  • The circles represent an attribute of the fund; by default the circles show the relative size of the Assets Under Management. You can also have the circle size represent relative Management Expense Ratios, Morningstar Ratings and others.
Select funds below to display in chart.
Y Axis Label
Could not chart data
Not enough data to chart.
X Axis Label
RISK RETURN ANALYSIS & FUND DETAILS - Overview
Show TD Mutual Funds FirstSelect AllGo
Name sortableMorningstar sortableMER sortable1 Year Return sortable
CanadaGOC303
Canoe Asset Allocation Portfolio Class F
5 Stars5 out of 5 Stars
1.29%
+4.92%
CanadaDYN2609
Dynamic Strategic Yield Series FH
5 Stars5 out of 5 Stars
1.01%
-2.21%
CanadaDYN2617
Dynamic Strategic Yield Class Series FH
5 Stars5 out of 5 Stars
1.05%
-2.33%
CanadaDYN1566
Dynamic Strategic Yield Sr F
4 Stars4 out of 5 Stars
1.03%
-2.44%
CanadaDYN2207
Dynamic Strategic Yield Class Series FT
4 Stars4 out of 5 Stars
1.04%
-2.52%
CanadaDYN1768
Dynamic Strategic Yield Class Series F
4 Stars4 out of 5 Stars
1.05%
-2.52%
CanadaDYN1779
Dynamic Strategic Yield Class Series F
4 Stars4 out of 5 Stars
1.05%
-2.52%
CanadaATL2455
Renaissance Optimal Inflation Opportunities Portfolio Class F
3 Stars3 out of 5 Stars
0.99%
-3.15%
CanadaDYN2606
Dynamic Strategic Yield Sr H
4 Stars4 out of 5 Stars
2.11%
-3.28%
CanadaDYN2608
Dynamic Strategic Yield Sr H
4 Stars4 out of 5 Stars
2.11%
-3.28%
CanadaDYN2614
Dynamic Strategic Yield Class Series H
4 Stars4 out of 5 Stars
2.17%
-3.41%
CanadaDYN2616
Dynamic Strategic Yield Class Series H
4 Stars4 out of 5 Stars
2.17%
-3.41%
CanadaDYN1560G
Dynamic Strategic Yield Series G
3 Stars3 out of 5 Stars
2.10%
-3.48%
CanadaDYN1562G
Dynamic Strategic Yield Series G
3 Stars3 out of 5 Stars
2.10%
-3.48%
CanadaDYN1560
Dynamic Strategic Yield Sr A
3 Stars3 out of 5 Stars
2.14%
-3.52%
CanadaDYN1562
Dynamic Strategic Yield Sr A
3 Stars3 out of 5 Stars
2.14%
-3.52%
CanadaDYN1770G
Dynamic Strategic Yield Class Series G
3 Stars3 out of 5 Stars
2.10%
-3.54%
CanadaDYN1772G
Dynamic Strategic Yield Class Series G
3 Stars3 out of 5 Stars
2.10%
-3.54%
CanadaDYN1773
Dynamic Strategic Yield Class Series T
3 Stars3 out of 5 Stars
2.14%
-3.59%
CanadaDYN1770
Dynamic Strategic Yield Class Series A
3 Stars3 out of 5 Stars
2.16%
-3.61%
CanadaDYN1772
Dynamic Strategic Yield Class Series A
3 Stars3 out of 5 Stars
2.16%
-3.61%
CanadaCIG18152
CI Diversified Yield O
-1 out of 5 Stars
---
-3.79%
CanadaBMO95762
BMO Tactical Global Growth ETF Fund Series F
3 Stars3 out of 5 Stars
0.67%
-3.81%
CanadaCCL551
CC&L Core Income and Growth F
5 Stars5 out of 5 Stars
1.14%
-4.03%
CanadaBMO31762
BMO Tactical Global Growth ETF D
3 Stars3 out of 5 Stars
1.07%
-4.16%
CanadaBMO31763
BMO Tactical Global Asset Alloc ETF D
4 Stars4 out of 5 Stars
1.03%
-4.37%
CanadaTDB2594
TD Tactical Monthly Income Fund - Premium F series
5 Stars5 out of 5 Stars
0.71%
-4.42%
CanadaSUN178
Sun Life Dynamic Strategic Yield A
3 Stars3 out of 5 Stars
0.11%
-4.52%
CanadaTDB2645
TD Tactical Monthly Income Class F
4 Stars4 out of 5 Stars
0.84%
-4.56%
CanadaTDB2591
TD Tactical Monthly Income S
4 Stars4 out of 5 Stars
0.83%
-4.63%
CanadaTDB2585
TD Tactical Monthly Income F
4 Stars4 out of 5 Stars
0.83%
-4.63%
CanadaTDB3481
TD Tactical Monthly Income Ser FT5
4 Stars4 out of 5 Stars
0.83%
-4.65%
CanadaCIG15152
CI Diversified Yield Fund Class EF
3 Stars3 out of 5 Stars
1.01%
-4.68%
CanadaCIG11011
CI Diversified Yield Fund Class F
3 Stars3 out of 5 Stars
1.11%
-4.80%
CanadaCIG4824
CI Diversified Yield Fund Class F
3 Stars3 out of 5 Stars
1.11%
-4.80%
CanadaBMO70762
BMO Tactical Global Growth ETF A
3 Stars3 out of 5 Stars
1.73%
-4.83%
CanadaBMO98762
BMO Tactical Global Growth ETF Advisor
3 Stars3 out of 5 Stars
1.79%
-4.89%
CanadaBMO99762
BMO Tactical Global Growth ETF Advisor
3 Stars3 out of 5 Stars
1.79%
-4.89%
CanadaTDB3043
TD Tactical Monthly Income Ser D
4 Stars4 out of 5 Stars
1.21%
-4.94%
CanadaCCL550
CC&L Core Income and Growth A
4 Stars4 out of 5 Stars
2.19%
-5.04%
CanadaCIG4319
CI Diversified Yield Corporate Class F
3 Stars3 out of 5 Stars
1.22%
-5.07%
CanadaCIG4519
CI Diversified Yield Corporate Class F
3 Stars3 out of 5 Stars
1.22%
-5.07%
CanadaBMO99763
BMO Tactical Global Asset Alloc ETF Adv
3 Stars3 out of 5 Stars
1.72%
-5.10%
CanadaBMO70763
BMO Tactical Global Asset Alloc ETF A
3 Stars3 out of 5 Stars
1.72%
-5.10%
CanadaTDB2559
TD Tactical Monthly Income K
4 Stars4 out of 5 Stars
1.92%
-5.65%
CanadaTDB2581
TD Tactical Monthly Income A
4 Stars4 out of 5 Stars
2.03%
-5.74%
CanadaTDB2582
TD Tactical Monthly Income A
4 Stars4 out of 5 Stars
2.03%
-5.74%
CanadaTDB2583
TD Tactical Monthly Income A
4 Stars4 out of 5 Stars
2.03%
-5.74%
CanadaTDB2584
TD Tactical Monthly Income A
4 Stars4 out of 5 Stars
2.03%
-5.74%
CanadaTDB2587
TD Tactical Monthly Income T
4 Stars4 out of 5 Stars
2.05%
-5.74%
CanadaTDB2588
TD Tactical Monthly Income T
4 Stars4 out of 5 Stars
2.05%
-5.74%
CanadaTDB2589
TD Tactical Monthly Income T
4 Stars4 out of 5 Stars
2.05%
-5.74%
CanadaTDB2590
TD Tactical Monthly Income T
4 Stars4 out of 5 Stars
2.05%
-5.74%
CanadaTDB2580
TD Tactical Monthly Income I
4 Stars4 out of 5 Stars
2.05%
-5.74%
CanadaTDB2593
TD Tactical Monthly Income - Prem
4 Stars4 out of 5 Stars
1.93%
-5.74%
CanadaTDB2586
TD Tactical Monthly Income H
4 Stars4 out of 5 Stars
2.02%
-5.75%
CanadaTDB2640
TD Tactical Monthly Income Class I
4 Stars4 out of 5 Stars
2.05%
-5.77%
CanadaCIG11111
CI Diversified Yield A
3 Stars3 out of 5 Stars
---
-5.85%
CanadaCIG11161
CI Diversified Yield A
3 Stars3 out of 5 Stars
---
-5.85%
CanadaDYN3280
Dynamic U.S. Strategic Yield A
4 Stars4 out of 5 Stars
2.22%
-6.10%
CanadaCIG2319
CI Diversified Yield Corporate Cl A
2 Stars2 out of 5 Stars
2.34%
-6.12%
CanadaCIG3319
CI Diversified Yield Corporate Cl A
2 Stars2 out of 5 Stars
2.34%
-6.12%
CanadaFID2456
Fidelity Tactical High Income Fund Series F
5 Stars5 out of 5 Stars
1.00%
-6.60%
CanadaBMO95734
BMO Tactical Dividend ETF Fund F
2 Stars2 out of 5 Stars
0.77%
-7.25%
CanadaMPI220
CC&L Diversified Income Portfolio Sr F
4 Stars4 out of 5 Stars
1.81%
-7.45%
CanadaBMO88293
BMO Global Low Volatility ETF Class F
3 Stars3 out of 5 Stars
0.78%
-7.55%
CanadaBMO31734
BMO Tactical Dividend ETF D
2 Stars2 out of 5 Stars
1.14%
-7.59%
CanadaFID2453
Fidelity Tactical High Income Sr B
5 Stars5 out of 5 Stars
2.15%
-7.66%
CanadaPIC8603
Picton Mahoney Fortified Multi Asset Fund Class FT
4 Stars4 out of 5 Stars
1.65%
-7.75%
CanadaPIC8601
Picton Mahoney Fortified Multi Asset Fund Class F
4 Stars4 out of 5 Stars
1.65%
-7.77%
CanadaDYN2840
Dynamic Global Strategic Yield A
3 Stars3 out of 5 Stars
2.21%
-8.09%
CanadaBMO70734
BMO Tactical Dividend ETF A
1 Star1 out of 5 Stars
1.86%
-8.27%
CanadaBMO97734
BMO Tactical Dividend ETF Advisor
1 Star1 out of 5 Stars
1.86%
-8.27%
CanadaBMO98734
BMO Tactical Dividend ETF Advisor
1 Star1 out of 5 Stars
1.86%
-8.27%
CanadaBMO99734
BMO Tactical Dividend ETF Advisor
1 Star1 out of 5 Stars
1.86%
-8.27%
CanadaBMO70293
BMO Global Low Volatility ETF Class A
3 Stars3 out of 5 Stars
1.66%
-8.36%
CanadaMPI210
CC&L Diversified Income Portfolio
3 Stars3 out of 5 Stars
2.93%
-8.41%
CanadaBNS571
Scotia Diversified Balanced Series F
5 Stars5 out of 5 Stars
1.06%
-8.43%
CanadaBMO70222
BMO Tactical Balanced ETF A
2 Stars2 out of 5 Stars
1.79%
-8.45%
CanadaBMO97222
BMO Tactical Balanced ETF Advisor
2 Stars2 out of 5 Stars
1.83%
-8.49%
CanadaBMO98222
BMO Tactical Balanced ETF Advisor
2 Stars2 out of 5 Stars
1.83%
-8.49%
CanadaBMO99222
BMO Tactical Balanced ETF Advisor
2 Stars2 out of 5 Stars
1.83%
-8.49%
CanadaTDB2505
TD Global Balanced Opportunities Fund - Series F
3 Stars3 out of 5 Stars
1.13%
-8.50%
CanadaTDB3057
TD Global Balanced Opportunities - D
3 Stars3 out of 5 Stars
1.40%
-8.76%
CanadaBNS371
Scotia Diversified Balanced A
4 Stars4 out of 5 Stars
1.94%
-9.23%
CanadaTDB2500
TD Global Balanced Opportunities - I
2 Stars2 out of 5 Stars
2.23%
-9.51%
CanadaTDB2501
TD Global Balanced Opportunities - Adv
3 Stars3 out of 5 Stars
2.22%
-9.54%
CanadaTDB2502
TD Global Balanced Opportunities Fund - Advisor Series
3 Stars3 out of 5 Stars
2.22%
-9.54%
CanadaTDB2503
TD Global Balanced Opportunities Fund - Advisor Series
3 Stars3 out of 5 Stars
2.22%
-9.54%
CanadaTDB2504
TD Global Balanced Opportunities Fund - Advisor Series
3 Stars3 out of 5 Stars
2.22%
-9.54%
CanadaSUN176
Sun Life Granite Enhanced Income Port A
2 Stars2 out of 5 Stars
2.21%
-10.47%
CanadaDJT07160
Desjardins Global Balanced Strat Inc D
3 Stars3 out of 5 Stars
1.29%
-10.49%
CanadaCIG6833
CI Global Equity & Income Fund F
3 Stars3 out of 5 Stars
1.21%
-10.92%
CanadaDJT00160
Desjardins Global Balanced Strat Inc A
3 Stars3 out of 5 Stars
2.30%
-11.50%
CanadaFID1409
Fidelity Tactical Strategies Series F5
4 Stars4 out of 5 Stars
1.12%
-11.57%
CanadaFID1356
Fidelity Tactical Strategies Series F
4 Stars4 out of 5 Stars
1.17%
-11.62%
CanadaCIG15114
CI Canadian Asset Allocation Corporate Class EF
3 Stars3 out of 5 Stars
1.11%
-11.65%
CanadaCIG417T5
CI Canadian Asset Allocation Corporate Class FT5
4 Stars4 out of 5 Stars
1.32%
-11.83%
CanadaCIG4322
CI Canadian Asset Allocation Corporate Class F
4 Stars4 out of 5 Stars
1.34%
-11.85%
CanadaCIG6803
CI Global Equity & Income A
2 Stars2 out of 5 Stars
2.32%
-11.90%
Show TD Mutual Funds FirstSelect AllGo

Tactical Balanced

Balanced Funds with a specific mandate to employ tactical asset allocation strategies and funds that the CIFSC deems to employ tactical asset allocation strategies will be assigned to the Tactical Balanced fund category.

FUND STRATEGIES

Data as of Wednesday, Aug 31, 2022
The average amount that it costs to operate a fund on investors’ behalf. The Management Expense Ratio (MER) includes advisor fees, custodial fess, taxes, 12b-1 fees, and other operating expenses. This is an important measure, especially for those investors focusing on post-expense returns.
FUND STRATEGIES - Assets under Mgmt
Show TD Mutual Funds First
Name sortableMER sortable
CanadaSUN178
Sun Life Dynamic Strategic Yield A
0.11%
CanadaBMO95762
BMO Tactical Global Growth ETF Fund Series F
0.67%
CanadaTDB2594
TD Tactical Monthly Income Fund - Premium F series
0.71%
CanadaBMO95734
BMO Tactical Dividend ETF Fund F
0.77%
CanadaBMO88293
BMO Global Low Volatility ETF Class F
0.78%
CanadaTDB2585
TD Tactical Monthly Income F
0.83%
CanadaTDB2591
TD Tactical Monthly Income S
0.83%
CanadaTDB3481
TD Tactical Monthly Income Ser FT5
0.83%
CanadaTDB2645
TD Tactical Monthly Income Class F
0.84%
CanadaATL2455
Renaissance Optimal Inflation Opportunities Portfolio Class F
0.99%