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Vertex Enhanced Income Class B (VERTEXENHANC.TO)

12.02 Down 0.08(0.66%) Sep 15

Performance Overview as of Aug 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:4.00
Year-to-Date Return:7.41%
5-Year Average Return:N/A
Number of Years Up:3
Number of Years Down:1
Best 1 Yr Total Return (2010-12-31):17.71%
Worst 1 Yr Total Return (2011-12-31):-6.26%
Best 3-Yr Total Return (N/A):7.44%
Worst 3-Yr Total Return (N/A):5.46%
Load Adjusted Returns 
1-Year:12.01%
3-Year:9.01%
5-Year:N/A
10-Year:N/A
Trailing Returns (%) vs. Benchmarks 
ReturnVERTEXENHANC.TOCategoryDiffIndex*Diff
Year To Date7.41N/AN/AN/AN/A
1-Month1.29N/AN/AN/AN/A
3-Month1.91N/AN/AN/AN/A
1-Year12.01N/AN/AN/AN/A
3-Year9.01N/AN/AN/AN/A
5-YearN/AN/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 () 
YearVERTEXENHANC.TOCategoryDiff
2014N/AN/AN/A
2013
 
11.33N/AN/A
2012
 
12.39N/AN/A
2011
 
-6.26N/AN/A
2010
 
17.71N/AN/A
2009N/AN/AN/A
Past Quarterly Returns (%) for VERTEXENHANC.TO 
Q1Q2Q3Q4
20143.453.06N/AN/A
20135.300.751.463.43
20126.25-1.554.792.53
20114.71-1.77-10.421.74
20106.28-2.276.935.98
20096.42N/AN/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date32N/A
1-Month36N/A
3-Month43N/A
6-Month15N/A
1-Year38N/A
3-Year11N/A
5-YearN/A