Canada markets closed

RBC Indigo US Equity Investor (0P00007077.TO)

Toronto - Toronto Delayed Price. Currency in CAD
Add to watchlist
60.16+0.80 (+1.34%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.10%
5-Year Average Return11.92%
Number of Years Up21
Number of Years Down8
Best 1 Yr Total Return (May 2, 2024)43.91%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return43.91%
Worst 3-Yr Total Return4.59%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00007077.TOCategory
YTD16.92%0.00%
1-Month4.13%0.00%
3-Month16.92%0.00%
1-Year31.40%0.00%
3-Year11.83%0.00%
5-Year13.67%0.00%
10-Year12.78%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00007077.TOCategory
2024
N/AN/A
2023
17.16%N/A
2022
-14.04%N/A
2021
24.68%N/A
2020
18.20%N/A
2019
20.50%N/A
2018
1.13%N/A
2017
6.20%N/A
2016
7.49%N/A
2015
20.04%N/A
2014
19.75%N/A
2013
43.91%N/A
2012
7.12%N/A
2011
-1.71%N/A
2010
8.68%N/A
2009
9.13%N/A
2008
-30.02%N/A
2007
-11.53%N/A
2006
10.99%N/A
2005
0.92%N/A
2004
-1.72%N/A
2003
2.08%N/A
2002
-27.84%N/A
2001
-11.10%N/A
2000
-9.15%N/A
1999
20.71%N/A
1998
32.54%N/A
1997
32.98%N/A
1996
23.40%N/A
1995
13.55%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202416.92%N/AN/AN/A
20234.25%6.09%-2.28%8.41%
2022-7.42%-11.72%1.93%3.18%
20214.97%6.29%2.38%9.15%
2020-12.95%17.85%7.09%7.60%
201910.17%1.34%1.98%5.82%
20180.31%5.63%5.15%-9.23%
20172.78%-1.57%-0.76%5.78%
2016-4.56%1.90%3.86%6.42%
201511.77%-2.23%0.80%8.97%
20144.25%0.66%4.76%8.94%
201313.72%7.22%2.79%14.83%
20127.65%-0.56%0.35%-0.28%
20112.40%-2.66%-9.44%8.89%
20100.81%-9.10%9.25%8.56%
2009-5.58%7.66%5.16%2.09%
2008-8.41%-1.84%-9.32%-14.17%
2007-1.02%-1.19%-5.86%-3.91%
20063.38%-6.44%4.04%10.31%
2005-2.67%2.83%-0.31%1.15%
20041.70%1.79%-8.30%3.54%
2003-8.87%5.39%0.62%5.64%
2002-1.33%-18.86%-15.50%6.66%
2001-8.89%1.25%-11.33%8.68%
20007.86%-2.87%-0.75%-12.62%
19998.49%2.60%-4.58%13.64%
199811.03%8.04%-10.81%23.87%
19975.32%13.88%7.21%3.42%
19964.75%5.91%4.00%6.94%
19950.85%6.28%3.21%2.65%

Rank In Category (By Total Return)

YTD9
1-Month12
3-Month9
1-Year25
3-Year38
5-Year35

Load Adjusted Returns

1-Year31.40%
3-Year11.83%
5-Year13.67%
10-Year12.78%