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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1118 | 1018 | 1118 | 1097 | 1235 | 1498 |
Fund Return | 11.78% | 1.82% | 11.78% | 3.15% | 4.31% | 4.13% |
Place in category | 28 | 20 | 28 | 58 | 55 | 41 |
% in Category | 6 | 4 | 6 | 16 | 19 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Income Portfolio F5 | 56.49M | 14.10 | 4.65 | 5.73 | ||
Fidelity Global Income Portfolio T8 | 481.52K | 12.54 | 3.25 | 4.31 | ||
Fidelity Global Income Portfolio S5 | 44.32M | 12.78 | 3.46 | 4.52 | ||
Fidelity Global Income Portfolio A | 64.62M | 12.50 | 3.21 | 4.30 | ||
Fidelity Global Income Portfolio T5 | 1.05M | 12.49 | 3.21 | 4.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Very Conserv Port Sr F CAD | 13.12B | 7.69 | 1.48 | 3.90 | ||
Compass Conserv Balanced Portf F1 | 6.3B | 10.46 | 3.52 | 5.81 | ||
Compass Conservative Balanced Portf | 6.3B | 9.41 | 2.56 | 4.83 | ||
TD Mgd Income Portfolio P | 4.62B | 8.87 | 0.44 | 3.10 | ||
TD Mgd Income Portfolio I | 4.62B | 8.63 | 0.16 | 2.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Brookfield Canadian Private Re | - | 5.43 | - | - | |
iShares Gold Trust | - | 2.09 | - | - | |
ishares S&P 500 | US4642872000 | 1.74 | 609.40 | +0.37% | |
iShares Short Treasury Bond ETF | - | 1.69 | - | - | |
RBC | CA7800871021 | 1.15 | 119.44 | +0.31% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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