YHD - Delayed Quote CAD

Dynamic Edge Conservative Cl Port Ser I (F00000QDLS.TO)

13.60 +0.04 (+0.29%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 5
YTD Return --
5y Average Return --
Number of Years Up 6
Number of Years Down --
Best 1Y Total Return 10.67%
Worst 1Y Total Return 0.41%
Best 3Y Total Return 10.67%
Worst 3Y Total Return 4.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F00000QDLS.TO
Category
YTD
4.36%
2.02%
1-Month
1.44%
0.53%
3-Month
3.25%
2.02%
1-Year
4.25%
6.70%
3-Year
6.57%
4.62%
5-Year
5.42%
5.59%
10-Year
0.00%
4.18%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
F00000QDLS.TO
Category
2018
0.41%
--
2017
8.77%
--
2016
2.98%
--
2015
6.49%
3.83%
2014
7.83%
8.19%
2013
10.67%
6.88%
2012
--
7.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 0.59% 1.27% 0.89% -2.30%
2017 3.60% 1.47% 1.06% 2.38%
2016 -1.13% 1.83% 2.85% -0.55%
2015 5.51% -0.24% -1.51% 2.72%
2014 3.05% 1.37% 1.10% 2.10%
2013 2.92% -0.19% 3.13% 4.46%
2012 -0.20% 2.60% 1.48% --

Rank in Category (By Total Return)

YTD 12
1-Month 9
3-Month 8
1-Year 5
3-Year 5
5-Year 5

Load Adjusted Returns

1-Year 4.25%
3-Year 6.57%
5-Year 5.42%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Fund Overview

Category Global Fixed Income Balanced
Fund Family Dynamic Funds
Net Assets 246.35M
YTD Return 4.36%
Yield 0.41%
Morningstar Rating
Inception Date Feb 27, 2012

Fund Summary

The DynamicEdge Conservative Class Portfolio seeks to achieve income and some long-term capital growth by investing primarily in a diversified portfolio of fixed-income and some equity mutual funds.

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