Toronto - Delayed Quote • CAD
SectorWise Growth Portfolio A (0P0001FCCE.TO)
At close: August 8 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.85% |
| 5y Average Return | 6.66% |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Aug 8, 2024) | 19.72% |
| Worst 1Y Total Return (Aug 8, 2024) | -- |
| Best 3Y Total Return | 19.72% |
| Worst 3Y Total Return | 1.48% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001FCCE.TO
Category
- YTD
- 9.92%
- 0.00%
- 1-Month
- 2.92%
- 0.00%
- 3-Month
- 6.18%
- 0.00%
- 1-Year
- 12.28%
- 0.00%
- 3-Year
- 2.09%
- 0.00%
- 5-Year
- 7.35%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001FCCE.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.48% | 1.24% | -- | -- |
| 2023 | 6.10% | 0.77% | -4.07% | 8.00% |
| 2022 | -5.84% | -12.90% | -0.66% | 5.06% |
| 2021 | 3.80% | 2.90% | -1.17% | 4.40% |
| 2020 | -14.82% | 15.34% | 9.42% | 11.36% |
| 2019 | 7.16% | 1.20% | -0.15% | 4.49% |
Rank in Category (By Total Return)
| YTD | 75 |
| 1-Month | 60 |
| 3-Month | 65 |
| 1-Year | 83 |
| 3-Year | 87 |
| 5-Year | 35 |
Load Adjusted Returns
| 1-Year | 6.66% |
| 3-Year | 0.36% |
| 5-Year | 6.25% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 6.85% |
| 5y Average Return | 6.66% |
| Rank in Category (ytd) | 75 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | RGP Investments |
| Net Assets | 79.43M |
| YTD Return | 9.92% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 30, 2018 |
Fund Summary
Fund Summary Information Not Available
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