Toronto - Delayed Quote CAD

PH&N U.S. Equity Fund A (0P0000IL2C.TO)

139.33 +0.39 (+0.28%)
At close: April 24 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.56%
5y Average Return 12.32%
Number of Years Up 14
Number of Years Down 1
Best 1Y Total Return (Apr 24, 2024) 37.37%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 37.37%
Worst 3Y Total Return 3.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000IL2C.TO
Category
YTD
13.65%
0.00%
1-Month
2.67%
0.00%
3-Month
13.65%
0.00%
1-Year
30.23%
0.00%
3-Year
12.82%
0.00%
5-Year
13.63%
0.00%
10-Year
11.77%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000IL2C.TO
Category
2024
--
--
2023
21.32%
--
2022
-12.15%
--
2021
22.78%
--
2020
15.91%
--
2019
20.81%
--
2018
2.42%
--
2017
13.88%
--

2016
2.13%
--
2015
11.06%
--
2014
18.50%
--
2013
37.37%
--
2012
7.99%
--
2011
0.65%
--
2010
5.42%
--
2009
3.92%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.65% -- -- --
2023 5.88% 6.80% -0.70% 8.05%
2022 -5.13% -13.66% 1.25% 5.92%
2021 3.56% 6.16% 1.64% 9.87%
2020 -10.77% 14.97% 7.35% 5.25%
2019 9.90% 1.66% 1.87% 6.14%
2018 1.84% 4.32% 5.58% -8.69%
2017 5.15% 0.72% -0.53% 8.10%
2016 -8.32% 0.37% 5.52% 5.18%
2015 8.86% -2.83% -2.86% 8.09%

2014 7.28% -0.19% 3.93% 6.49%
2013 10.99% 7.36% 1.91% 13.13%
2012 8.18% -3.38% 1.21% 2.08%
2011 2.56% -2.59% -8.99% 10.70%
2010 2.41% -9.27% 6.29% 6.74%
2009 -11.27% 7.31% 6.30% 2.67%

Rank in Category (By Total Return)

YTD 24
1-Month 61
3-Month 24
1-Year 31
3-Year 25
5-Year 35

Load Adjusted Returns

1-Year 30.23%
3-Year 12.82%
5-Year 13.63%
10-Year 11.77%

Performance & Risk

YTD Return 11.56%
5y Average Return 12.32%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category --
Fund Family RBC Global Asset Management Inc.
Net Assets 1.83B
YTD Return 13.65%
Yield 0.00%
Morningstar Rating
Inception Date Sep 30, 1964

Fund Summary

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