Toronto - Delayed Quote CAD
NBI US Equity T5 (0P00017FRQ.TO)
26.95
+0.42
+(1.58%)
At close: January 21 at 3:00:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.16% |
| 5y Average Return | 13.27% |
| Number of Years Up | 9 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Jan 21, 2025) | 30.24% |
| Worst 1Y Total Return (Jan 21, 2025) | -- |
| Best 3Y Total Return | 30.24% |
| Worst 3Y Total Return | 7.41% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00017FRQ.TO
Category
- YTD
- 18.75%
- 0.00%
- 1-Month
- -1.94%
- 0.00%
- 3-Month
- 2.66%
- 0.00%
- 1-Year
- 18.75%
- 0.00%
- 3-Year
- 7.41%
- 0.00%
- 5-Year
- 13.66%
- 0.00%
- 10-Year
- 13.86%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P00017FRQ.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.25% | 0.31% | 6.53% | 2.66% |
| 2023 | 5.61% | 4.69% | -0.60% | 6.60% |
| 2022 | -10.57% | -9.44% | 0.45% | 9.48% |
| 2021 | 2.90% | 7.98% | 3.89% | 12.82% |
| 2020 | -9.77% | 15.31% | 7.02% | 5.56% |
| 2019 | 13.45% | 2.13% | 1.05% | 7.14% |
| 2018 | 2.05% | 6.04% | 5.74% | -6.63% |
| 2017 | 6.95% | 1.30% | -0.46% | 8.51% |
| 2016 | -3.57% | 0.69% | 3.94% | 2.85% |
| 2015 | 11.11% | -2.28% | 0.36% | 8.85% |
| 2014 | 5.55% | 12.69% | -- | -- |
Rank in Category (By Total Return)
| YTD | 84 |
| 1-Month | 62 |
| 3-Month | 81 |
| 1-Year | 84 |
| 3-Year | 70 |
| 5-Year | 45 |
Load Adjusted Returns
| 1-Year | 18.75% |
| 3-Year | 7.41% |
| 5-Year | 13.66% |
| 10-Year | 13.86% |
Performance & Risk
| YTD Return | 2.16% |
| 5y Average Return | 13.27% |
| Rank in Category (ytd) | 84 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.81 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | National Bank Investments Inc |
| Net Assets | -- |
| YTD Return | 18.75% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jun 12, 2009 |
Fund Summary
null
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