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NexGen N.A. Large Cap Tax Mgd CG UHNW (F00000GY1J.TO)

11.34 Up 0.04(0.35%) Nov 21

Performance Overview as of Oct 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:9.40%
5-Year Average Return:8.85%
Number of Years Up:4
Number of Years Down:3
Best 1 Yr Total Return (2013-12-31):21.83%
Worst 1 Yr Total Return (2008-12-31):-22.55%
Best 3-Yr Total Return (N/A):7.77%
Worst 3-Yr Total Return (N/A):-6.17%
Load Adjusted Returns 
1-Year:15.55%
3-Year:13.73%
5-Year:8.85%
10-Year:N/A
Trailing Returns (%) vs. Benchmarks 
ReturnF00000GY1J.TOCategoryDiffIndex*Diff
Year To Date9.40N/AN/AN/AN/A
1-Month-0.49N/AN/AN/AN/A
3-Month-1.25N/AN/AN/AN/A
1-Year15.55N/AN/AN/AN/A
3-Year13.73N/AN/AN/AN/A
5-Year8.85N/AN/AN/AN/A
Last Bull Market ( to )N/AN/AN/AN/AN/A
Last Bear Market ( to )N/AN/AN/AN/AN/A
Annual Total Return (%) History () 
YearF00000GY1J.TOCategoryDiff
2014N/AN/AN/A
2013
 
21.83N/AN/A
2012
 
9.33N/AN/A
2011
 
-6.02N/AN/A
2010
 
7.11N/AN/A
2009
 
9.83N/AN/A
2008
 
-22.55N/AN/A
2007
 
-2.87N/AN/A
2006N/AN/AN/A
Past Quarterly Returns (%) for F00000GY1J.TO 
Q1Q2Q3Q4
20146.092.481.12N/A
20135.95-1.125.5310.19
20127.76-3.734.580.77
20114.68-2.87-10.903.74
20100.90-4.905.545.76
2009-4.106.295.422.21
2008-1.38-0.80-4.99-16.68
20070.681.41-2.50-2.43
20064.37N/AN/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date39N/A
1-Month63N/A
3-Month66N/A
6-Month39N/A
1-Year20N/A
3-Year30N/A
5-Year49N/A