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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1092 | 1020 | 1198 | 1052 | 1267 | - |
Fund Return | 9.15% | 2.02% | 19.84% | 1.71% | 4.84% | - |
Place in category | 1294 | 796 | 822 | 1200 | 747 | - |
% in Category | 85 | 53 | 55 | 89 | 66 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.35B | 10.57 | 1.85 | 4.69 | ||
Balanced Low Volatility Portfolio | 3.54B | 8.14 | 2.15 | 3.58 | ||
Balanced Low Volatility Portfolio C | 3.54B | 8.21 | 2.24 | 3.68 | ||
Balanced Low Volatility Portfolio F | 3.54B | 9.08 | 3.23 | 4.67 | ||
Balanced Low Volatility Portfol R5 | 3.54B | 8.09 | 2.47 | 3.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr T5 | 58.41B | 11.98 | 3.43 | 5.81 | ||
RBC Sel Bal Port Sr F CAD | 58.41B | 12.90 | 4.44 | 6.85 | ||
RBC Sel Bal Port Sr A CDA | 58.41B | 11.98 | 3.42 | 5.80 | ||
Fidelity Global Balanced Portf F | 16.87B | 15.77 | 6.01 | 7.55 | ||
Fidelity Global Balanced Portf F5 | 16.87B | 15.77 | 6.00 | 7.55 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Sustainable Canadian Bond I | - | 21.51 | - | - | |
Desjardins Sustainable Canadian Equity A | - | 13.17 | - | - | |
Desjardins Sustainable American Equity A | - | 11.35 | - | - | |
Desjardins Global Government Bd Idx I | - | 7.50 | - | - | |
Desjardins Sustainable Canadian Corp BdI | - | 6.94 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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