Mutual FundsOverview
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| Company | Country | Symbol |
|---|
| US/Int'l Equity | Financial Services Equity | Energy Equity | |
|---|---|---|---|
| 2024-03-31 | 25.20% | 20.88% | 19.78% |
| 2024-02-29 | 21.78% | 14.73% | 11.90% |
| 2024-01-31 | 15.25% | 11.91% | 7.54% |
| 2023-12-31 | 12.27% | 11.66% | 7.14% |
| 2023-11-30 | 9.58% | 3.78% | 9.10% |
| 2023-10-31 | 2.75% | -4.93% | 10.12% |
| 2023-09-30 | 3.33% | -0.37% | 11.14% |
| 2023-08-31 | 7.94% | 1.88% | 9.92% |
| 2023-07-31 | 7.74% | 6.86% | 6.49% |
| 2023-06-30 | 5.06% | 1.24% | 0.00% |
| 2023-05-31 | 1.01% | -2.69% | -4.00% |
| 2023-04-30 | 1.34% | 2.36% | 3.00% |
| 2023-03-31 | 0.00% | 0.00% | 0.00% |
A mutual fund is an investment that pools money from many individuals and invests it according to the fund's stated objectives. Professional money managers make investment decisions on behalf of fund investors, buying and selling investments such as money market investments, bonds and stocks.Risk is represented by the 3 Year Standard Deviation.Select up to 3 categories to compare in the chart above.
| Top & Bottom Performing Categories | 1 Year Return sortable | Risk (3yr Avg) sortable |
|---|---|---|
+25.20% | 15.11 | |
+20.88% | 18.87 | |
+19.78% | 23.54 | |
+19.54% | 13.58 | |
+18.33% | 12.10 | |
-18.30% | 25.48 | |
-2.97% | 30.76 | |
-1.61% | 10.02 | |
-0.99% | 13.55 | |
+1.88% | 17.93 |
Through Featured Screens you can choose from a variety of predefined searches based on popular investing themes and mutual fund categories including bonds, Canadian equity, balanced, global equity, low fee funds and much more.
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The Fund Comparison Tool lets you compare up to 5 mutual funds and/or ETFs. Use the tool to quickly view and analyze fund details side-by-side, access historical performance charts and compare performance to key market indices.
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Access the top and bottom performing mutual funds over a wide variety of time periods through the Performers feature.
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Identify potential investment opportunities with our convenient Quick Screen Tool. Screen for mutual funds using popular criteria, or create your own detailed custom screens.
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The Smart Investor
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