Toronto - Delayed Quote CAD

Fidelity True North Cl E1T5 (0P00019FHB.TO)

24.57 -1.67 (-6.36%)
At close: December 1 at 3:00 PM EST

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return 17.38%
Worst 1Y Total Return -4.95%
Best 3Y Total Return 17.38%
Worst 3Y Total Return 5.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00019FHB.TO
Category
YTD
17.74%
1.91%
1-Month
-4.19%
1.34%
3-Month
-2.25%
1.91%
1-Year
20.21%
15.20%
3-Year
13.49%
5.48%
5-Year
0.00%
8.26%
10-Year
0.00%
4.01%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00019FHB.TO
Category
2021
--
--
2020
10.13%
--
2019
17.38%
--
2018
-4.95%
--
2017
5.03%
--
2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 6.43% 7.96% -- --
2020 -14.35% 13.93% 3.89% 8.64%
2019 9.72% 1.97% 3.32% 1.55%
2018 -3.35% 6.23% -0.98% -6.50%
2017 0.62% 0.09% 1.14% 3.10%
2016 2.12% 3.88% 1.94% --

Rank in Category (By Total Return)

YTD 65
1-Month 12
3-Month 41
1-Year 70
3-Year 11
5-Year 38

Load Adjusted Returns

1-Year 29.69%
3-Year 11.20%
5-Year 9.44%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

Fund Overview

Category Canadian Equity
Fund Family Fidelity Investments Canada ULC
Net Assets 127.4M
YTD Return 17.74%
Yield 1.85%
Morningstar Rating
Inception Date Feb 05, 2016

Fund Summary

The Fund aims to achieve long-term capital growth. It seeks a similar return to its underlying fund, which is also managed by Fidelity, by investing substantially all of its assets in units of that fund. The underlying fund aims to achieve long-term capital growth by investing primarily in equity securities of Canadian companies.

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