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AGF US Small-Mid Cap (0P000072KR.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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77.02+0.39 (+0.51%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return15.49%
5-Year Average Return6.95%
Number of Years Up20
Number of Years Down10
Best 1 Yr Total Return (Mar 25, 2024)42.02%
Worst 1 Yr Total Return (Mar 25, 2024)N/A
Best 3-Yr Total Return42.02%
Worst 3-Yr Total Return-5.84%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P000072KR.TOCategory
YTD12.01%0.00%
1-Month12.12%0.00%
3-Month14.68%0.00%
1-Year1.79%0.00%
3-Year-4.49%0.00%
5-Year6.52%0.00%
10-Year8.83%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P000072KR.TOCategory
2023
-1.52%N/A
2022
-18.64%N/A
2021
4.19%N/A
2020
38.44%N/A
2019
23.36%N/A
2018
4.89%N/A
2017
23.21%N/A
2016
-3.10%N/A
2015
28.77%N/A
2014
-4.32%N/A
2013
42.02%N/A
2012
6.79%N/A
2011
-0.40%N/A
2010
17.89%N/A
2009
3.36%N/A
2008
-36.13%N/A
2007
40.83%N/A
2006
4.17%N/A
2005
4.67%N/A
2004
11.03%N/A
2003
17.85%N/A
2002
-29.99%N/A
2001
-37.96%N/A
2000
-14.16%N/A
1999
195.07%N/A
1998
29.99%N/A
1997
20.59%N/A
1996
1.18%N/A
1995
37.49%N/A
1994
-0.59%N/A
1993
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.72%-2.80%-4.82%2.62%
2022-11.81%-18.13%9.06%3.34%
20213.38%-0.15%-0.32%1.26%
2020-12.94%33.35%4.66%13.93%
201918.47%6.10%-6.93%5.45%
20184.01%10.03%7.76%-14.95%
201710.64%1.34%0.74%9.07%
2016-12.41%2.12%1.73%6.48%
201522.33%1.89%-2.08%5.50%
2014-1.61%-5.68%-3.31%6.63%
201311.44%4.07%13.23%8.14%
20129.25%-4.10%3.69%-1.71%
20119.61%-0.91%-10.88%2.90%
20106.67%-7.97%8.18%11.01%
2009-7.08%1.05%6.63%3.23%
2008-11.57%12.65%-20.54%-19.30%
20074.28%9.53%9.85%12.25%
200615.15%-10.63%-8.89%11.10%
2005-2.75%2.52%5.88%-0.85%
20044.26%4.33%-5.62%8.16%
2003-8.22%8.11%9.00%8.98%
2002-9.05%-15.43%-6.70%-2.44%
2001-31.60%-2.78%-20.51%17.37%
200024.87%-5.43%4.68%-30.56%
199928.83%21.94%0.71%86.50%
199811.30%1.59%-14.10%33.84%
1997-5.81%12.42%18.45%-3.85%
19960.25%7.80%0.31%-6.66%
19951.95%14.89%11.15%5.60%
1994-2.45%-6.14%7.09%1.38%
199314.81%3.40%N/AN/A

Rank In Category (By Total Return)

YTD3
1-Month3
3-Month16
1-Year100
3-Year100
5-Year62

Load Adjusted Returns

1-Year1.79%
3-Year-4.49%
5-Year6.52%
10-Year8.83%