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

Toronto - Toronto Delayed Price. Currency in CAD
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81.10+0.05 (+0.06%)
At close: 4:00PM EDT

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up19
Number of Years Down8
Best 1 Yr Total Return (Invalid Date)42.02%
Worst 1 Yr Total Return (Invalid Date)-36.13%
Best 3-Yr Total Return42.02%
Worst 3-Yr Total Return-8.02%

Trailing Returns (%) Vs. Benchmarks

Return0P000072KR.TOCategory
YTD5.73%3.71%
1-Month2.27%1.08%
3-Month1.79%3.71%
1-Year45.05%17.70%
3-Year21.01%10.23%
5-Year21.19%14.59%
10-Year14.25%7.29%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P000072KR.TOCategory
2021
N/AN/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%10.71%
2014
-4.32%12.34%
2013
42.02%40.84%
2012
6.79%12.34%
2011
-0.40%-1.81%
2010
17.89%18.41%
2009
3.36%18.52%
2008
-36.13%-30.09%
2007
40.83%-10.55%
2006
4.17%10.42%
2005
4.67%3.89%
2004
11.03%9.26%
2003
17.85%15.28%
2002
-29.99%-25.05%
2001
-37.96%-2.82%
2000
-14.16%9.37%
1999
195.07%33.72%
1998
29.99%4.49%
1997
20.59%21.46%
1996
1.18%16.35%
1995
37.49%21.93%
1994
-0.59%3.40%
1993
N/A25.77%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20213.38%N/AN/AN/A
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)

YTD93
1-Month42
3-Month100
1-Year52
3-Year2
5-Year2

Load Adjusted Returns

1-Year45.05%
3-Year21.01%
5-Year21.19%
10-Year14.25%