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Vertex Managed Value Portfolio A (VERTEXMANAGE.TO)

YHD - YHD Delayed Price. Currency in CAD
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22.200.00 (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)37.51%
Worst 1 Yr Total Return (Invalid Date)-14.24%
Best 3-Yr Total Return37.51%
Worst 3-Yr Total Return-0.28%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVERTEXMANAGE.TOCategory
YTD-3.21%0.00%
1-Month0.45%0.00%
3-Month7.84%0.00%
1-Year-9.94%0.00%
3-Year5.05%0.00%
5-Year8.22%0.00%
10-Year6.83%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
VERTEXMANAGE.TOCategory
2018
N/AN/A
2017
5.58%N/A
2016
33.26%N/A
2015
-5.57%N/A
2014
7.14%4.25%
2013
37.51%7.46%
2012
25.09%3.72%
2011
-9.36%-4.18%
2010
10.30%9.38%
2009
13.52%4.60%
2008
1.84%-26.02%
2007
-14.24%-3.53%
2006
18.00%1.28%
2005
5.19%-0.81%
2004
11.15%3.38%
2003
20.49%16.68%
2002
2.91%10.09%
2001
-1.21%20.23%
2000
26.22%14.52%
1999
14.73%52.64%
1998
N/A-7.65%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2018-2.40%11.44%-8.29%N/A
20170.44%-10.52%9.20%7.58%
2016-3.65%2.00%15.68%17.21%
20151.75%2.69%-15.29%6.69%
20144.73%-0.56%-3.27%6.36%
201315.94%2.85%4.14%10.73%
20128.04%0.68%3.93%10.65%
20114.07%-7.10%-12.72%7.41%
20106.15%-6.87%5.64%5.61%
2009-12.09%5.38%17.77%4.05%
2008-0.58%-6.10%7.90%1.11%
20070.35%-2.11%-10.66%-2.28%
20062.96%-4.79%9.84%9.58%
20051.05%2.98%1.75%-0.66%
20046.17%-0.16%-2.80%7.88%
2003-7.15%17.39%3.87%6.42%
20024.89%-0.18%-7.61%6.37%
2001-6.32%-0.22%-5.12%11.39%
20009.36%4.05%4.96%5.68%
1999-0.31%4.44%-0.59%10.85%
1998-8.54%8.95%N/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-9.94%
3-Year5.05%
5-Year8.22%
10-Year6.83%