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Vertex Enhanced Income Class B (VERTEXENHANC.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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9.5400-0.0100 (-0.1047%)
As of 4:00PM EDT. Market open.

Performance Overview

Morningstar Return Rating
Year-to-Date Return2.82%
5-Year Average Return0.22%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Apr 29, 2016)17.71%
Worst 1 Yr Total Return (Apr 29, 2016)-12.19%
Best 3-Yr Total Return17.71%
Worst 3-Yr Total Return-0.59%

Trailing Returns (%) Vs. Benchmarks

ReturnVERTEXENHANC.TOCategory
YTD2.82%2.02%
1-Month2.60%0.53%
3-Month5.88%2.02%
1-Year-10.45%6.70%
3-Year-1.75%4.62%
5-Year0.22%5.59%
10-Year0.00%4.18%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
VERTEXENHANC.TOCategory
2016
N/AN/A
2015
-12.19%3.83%
2014
0.49%8.19%
2013
11.33%6.88%
2012
12.39%7.09%
2011
-6.26%2.03%
2010
17.71%7.53%
2009
N/A14.04%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20160.21%N/AN/AN/A
2015-0.62%0.27%-8.58%-3.61%
20143.45%3.06%-2.02%-3.80%
20135.30%0.75%1.46%3.43%
20126.25%-1.55%4.79%2.53%
20114.71%-1.77%-10.42%1.74%
20106.28%-2.27%6.93%5.98%
20096.42%N/AN/AN/A

Rank In Category (By Total Return)

YTD4
1-Month1
3-Month1
1-Year99
3-Year100
5-Year100

Load Adjusted Returns

1-Year-10.45%
3-Year-1.75%
5-Year0.22%
10-YearN/A