Toronto - Delayed Quote • CAD
Capital Group Canadian Core Plus Fixed Income(Canada) B (0P0000I3JM.TO)
At close: May 31 at 4:00 PM EDT
Fund Summary
The investment seeks steady income, capital preservation and long-term total return consistent with prudent management by investing mainly in a broad range of Canadian and global fixed-income securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 6.98% |
| Worst 1Y Total Return | -2.22% |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 73 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000I3JM.TO | Category Average | 0P0000I3JM.TO | Category Average | 0P0000I3JM.TO | Category Average | |
| Alpha | -1.04 | 0.01 | -1.14 | 0.01 | -1.27 | 0.01 |
| BETA | 0.92 | 0.01 | 0.91 | 0.01 | 0.88 | 0.01 |
| Mean Annual Return | 0.23 | 0 | 0.12 | 0 | 0.19 | 0 |
| R-squared | 93.35 | 0.74 | 94.59 | 0.79 | 94.7 | 0.63 |
| Standard Deviation | 4.72 | 0.03 | 4.29 | 0.03 | 3.82 | 0.03 |
| Sharpe Ratio | 0.32 | 0.01 | 0.12 | 0.01 | 0.36 | 0.01 |
| Treynor Ratio | 1.57 | 0.03 | 0.49 | 0.03 | 1.5 | 0.04 |
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