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Caldwell North American Equity Strategy Fund (CALDWELLSTRA.TO)

YHD - YHD Delayed Price. Currency in CAD
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10.21+0.05 (+0.49%)
As of 06:07PM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Invalid Date)33.82%
Worst 1 Yr Total Return (Invalid Date)-41.22%
Best 3-Yr Total Return33.82%
Worst 3-Yr Total Return-5.52%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCALDWELLSTRA.TOCategory
YTD-10.46%0.00%
1-Month2.62%0.00%
3-Month-0.59%0.00%
1-Year-7.98%0.00%
3-Year3.67%0.00%
5-Year-0.08%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
CALDWELLSTRA.TOCategory
2018
N/AN/A
2017
3.01%N/A
2016
8.89%N/A
2015
1.12%N/A
2014
7.72%8.84%
2013
21.55%4.05%
2012
9.47%4.18%
2011
-22.56%-3.61%
2010
7.22%11.23%
2009
33.82%21.13%
2008
-41.22%-22.50%
2007
14.28%3.77%
2006
N/A16.22%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20180.31%4.98%0.77%N/A
20173.28%-1.41%-1.53%2.74%
2016-12.74%-0.01%8.97%14.53%
2015-2.84%2.90%-3.57%4.89%
20141.06%0.22%3.37%2.89%
20136.91%-0.56%4.21%9.71%
201211.22%-10.30%2.15%7.42%
20112.30%-8.18%-17.34%-0.27%
20102.43%-7.46%4.91%7.82%
2009-6.50%30.16%11.73%-1.59%
2008-8.71%3.81%-20.09%-22.38%
20076.23%1.62%4.90%0.91%
200625.48%N/AN/AN/A

Rank In Category (By Total Return)

YTDN/A
1-MonthN/A
3-MonthN/A
1-YearN/A
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year-7.98%
3-Year3.67%
5-Year-0.08%
10-YearN/A