RBC Select Conservative Portfolio A

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  • NAV / 1-Day Return
    24.05 / -0.24%
  • Investment Size
    39.9 Bil
  • TTM Yield
    1.45%
  • MER
    1.77%
  • Share Class Type
    Commission-based Advice
  • Minimum Initial Investment
    500
  • Category
    Canada Fund Global Fixed Income Balanced
  • Investment Style
    Large Blend
  • Credit Quality / Interest Rate Sensitivity
    Medium/Moderate
  • Turnover
    3%
  • Risk Level
    Low to Medium
  • Inception Date
    Dec 11, 1986

Performance

Growth of 10,000

  • Investment
    15,350
  • Index
    14,678
  • Category
    14,205
  • Growth
A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Investment 4.06 4.11 5.77 -2.96 10.84 8.50 7.01 -11.02 8.81 9.96 0.77
Category 3.83 4.18 4.20 -1.73 8.83 6.69 4.16 -10.54 7.65 9.46 0.48
Index 4.18 3.96 4.70 0.55 9.78 8.02 2.69 -10.65 8.56 8.09 0.84
Quartile Rank
Percentile Rank 58 53 71 48 20 22 6 49 23 35 40
# of Invest. in Cat. 365 432 509 603 722 763 720 803 851 886 776
Category Name
CA136 Canada Fund Global Neutral Balanced
CA136 Canada Fund Global Neutral Balanced
CA136 Canada Fund Global Neutral Balanced
CA136 Canada Fund Global Neutral Balanced
CA134 Canada Fund Global Fixed Income Balanced
CA134 Canada Fund Global Fixed Income Balanced
CA134 Canada Fund Global Fixed Income Balanced
CA134 Canada Fund Global Fixed Income Balanced
CA134 Canada Fund Global Fixed Income Balanced
CA134 Canada Fund Global Fixed Income Balanced
CA134 Canada Fund Global Fixed Income Balanced

Trailing Returns

Total Return %
1-Day
1-Week
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
10-Year
15-Year
Earliest Available
Investment -0.24 -1.18 2.48 -0.66 0.77 6.85 6.20 4.87 3.94 4.92 5.86
Category -0.24 -1.23 1.87 -0.89 0.48 6.81 5.42 3.39 2.95 4.15
Index -0.07 -0.98 1.39 -0.42 0.84 7.26 5.22 2.86 3.58 4.64
Quartile Rank
Percentile Rank 64 54 11 40 40 46 28 9 13 23
# of Invest. in Cat. 803 803 802 777 776 760 724 620 310 91

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