Toronto - Delayed Quote CAD
RBC Select Balanced Portfolio A (0P0000706A.TO)
33.39
-0.05
(-0.15%)
At close: May 5 at 4:00:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.75% |
| 5y Average Return | 6.93% |
| Number of Years Up | 31 |
| Number of Years Down | 7 |
| Best 1Y Total Return (May 5, 2025) | 14.00% |
| Worst 1Y Total Return (May 5, 2025) | -- |
| Best 3Y Total Return | 14.00% |
| Worst 3Y Total Return | 1.96% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000706A.TO
Category
- YTD
- 0.07%
- 0.00%
- 1-Month
- -2.27%
- 0.00%
- 3-Month
- 0.07%
- 0.00%
- 1-Year
- 8.16%
- 0.00%
- 3-Year
- 5.32%
- 0.00%
- 5-Year
- 8.48%
- 0.00%
- 10-Year
- 5.14%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000706A.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.07% | -- | -- | -- |
| 2024 | 5.43% | 1.56% | 5.01% | 1.35% |
| 2023 | 3.95% | 1.26% | -2.45% | 7.36% |
| 2022 | -5.88% | -10.29% | -1.48% | 5.15% |
| 2021 | 1.27% | 4.19% | 0.23% | 4.15% |
| 2020 | -11.32% | 11.59% | 4.18% | 6.71% |
| 2019 | 7.66% | 1.82% | 1.03% | 2.88% |
| 2018 | -0.39% | 1.65% | 0.10% | -4.88% |
| 2017 | 3.05% | 0.97% | 0.68% | 3.76% |
| 2016 | -1.24% | 1.63% | 4.19% | 0.22% |
| 2015 | 6.45% | -1.74% | -2.55% | 3.45% |
| 2014 | 3.56% | 1.89% | 1.43% | 2.77% |
| 2013 | 4.70% | -0.27% | 3.00% | 6.00% |
| 2012 | 4.69% | -1.85% | 2.62% | 2.12% |
| 2011 | 1.65% | -0.64% | -5.93% | 3.42% |
| 2010 | 0.95% | -4.25% | 6.19% | 3.87% |
| 2009 | -2.69% | 7.98% | 5.42% | 1.66% |
| 2008 | -3.64% | 0.74% | -8.91% | -7.68% |
| 2007 | 1.15% | 1.48% | -0.46% | 0.26% |
| 2006 | 4.33% | -3.05% | 3.74% | 5.80% |
| 2005 | 1.15% | 2.50% | 4.09% | 2.35% |
| 2004 | 3.10% | -0.29% | -0.11% | 5.16% |
| 2003 | -4.13% | 7.71% | 2.99% | 6.98% |
| 2002 | 1.72% | -5.07% | -7.80% | 4.62% |
| 2001 | -4.42% | -0.00% | -3.57% | 5.63% |
| 2000 | 5.67% | 1.37% | 1.80% | -2.02% |
| 1999 | -0.18% | 2.90% | -0.34% | 7.53% |
| 1998 | 6.97% | -0.34% | -8.41% | 7.64% |
| 1997 | -0.16% | 6.48% | 6.34% | -1.57% |
| 1996 | 2.68% | 0.91% | 3.23% | 7.64% |
| 1995 | 3.32% | 4.58% | 1.72% | 4.28% |
| 1994 | -1.62% | -3.00% | 3.38% | -1.06% |
| 1993 | 4.56% | 4.74% | 2.79% | 4.26% |
| 1992 | -1.12% | 2.86% | 1.70% | 2.49% |
| 1991 | 6.07% | -0.16% | 3.19% | 5.70% |
| 1990 | -4.09% | 2.31% | -1.76% | 4.20% |
| 1989 | 4.05% | 6.73% | 3.33% | 1.88% |
| 1988 | 3.97% | 2.51% | -1.12% | 1.97% |
| 1987 | 7.32% | 0.34% | 1.44% | -7.27% |
Rank in Category (By Total Return)
| YTD | 73 |
| 1-Month | 69 |
| 3-Month | 73 |
| 1-Year | 67 |
| 3-Year | 60 |
| 5-Year | 37 |
Load Adjusted Returns
| 1-Year | 8.16% |
| 3-Year | 5.32% |
| 5-Year | 8.48% |
| 10-Year | 5.14% |
Performance & Risk
| YTD Return | -0.75% |
| 5y Average Return | 6.93% |
| Rank in Category (ytd) | 73 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | RBC Global Asset Management Inc. |
| Net Assets | 59.28B |
| YTD Return | 0.07% |
| Yield | 0.72% |
| Morningstar Rating | |
| Inception Date | Dec 11, 1986 |
Fund Summary
Fund Summary Information Not Available
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