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Vertex A Class (VERTEXACLASS.TO)

YHD - YHD Delayed Price. Currency in CAD
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56.840.00 (0.00%)
At close: 06:07PM EDT

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (Invalid Date)84.18%
Worst 1 Yr Total Return (Invalid Date)-40.25%
Best 3-Yr Total Return84.18%
Worst 3-Yr Total Return-8.99%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVERTEXACLASS.TOCategory
YTD-10.93%0.00%
1-Month-5.59%0.00%
3-Month-3.79%0.00%
1-Year-7.47%0.00%
3-Year0.72%0.00%
5-Year-0.37%0.00%
10-Year4.90%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
VERTEXACLASS.TOCategory
2018
N/AN/A
2017
1.55%N/A
2016
-0.07%N/A
2015
8.67%N/A
2014
-4.88%4.25%
2013
16.30%7.46%
2012
14.78%3.72%
2011
-11.70%-4.18%
2010
19.46%9.38%
2009
84.18%4.60%
2008
-40.25%-26.02%
2007
9.99%-3.53%
2006
14.72%1.28%
2005
27.12%-0.81%
2004
20.20%3.38%
2003
48.91%16.68%
2002
-2.44%10.09%
2001
7.42%20.23%
2000
39.93%14.52%
1999
69.25%52.64%
1998
N/A-7.65%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2018-5.16%3.61%-0.05%N/A
2017-1.37%1.05%-3.70%5.81%
2016-5.66%-2.11%5.26%2.80%
20157.92%1.31%-6.93%6.79%
20146.06%1.25%-3.31%-8.39%
20135.79%-0.28%3.61%6.40%
20127.93%-2.53%7.02%1.95%
20115.77%-4.78%-6.61%-6.12%
201010.11%-8.87%8.75%9.48%
20098.28%26.92%20.21%11.48%
2008-4.02%13.32%-31.48%-19.83%
20077.57%1.04%1.32%-0.12%
20069.87%-7.61%0.96%11.93%
20055.73%3.04%11.79%4.37%
20046.84%-4.74%9.98%7.39%
2003-0.71%13.70%10.41%19.47%
20026.15%-0.19%-9.26%1.48%
2001-2.21%5.36%2.79%1.43%
200023.47%4.91%9.27%-1.13%
199912.19%17.84%4.91%22.03%
19981.11%-20.55%12.30%N/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-7.47%
3-Year0.72%
5-Year-0.37%
10-Year4.90%