Beutel Goodman Canadian Dividend Class F

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  • NAV / 1-Day Return
    19.32 / -0.31%
  • Investment Size
    456.0 Mil
  • TTM Yield
    2.37%
  • MER
    1.10%
  • Share Class Type
    Fee-based Advice
  • Minimum Initial Investment
    5,000
  • Category
    Canada Fund Canadian Dividend & Income Equity
  • Investment Style
    Large Value
  • Turnover
    27%
  • Risk Level
    Medium
  • Inception Date
    Oct 04, 2010
  • Status
    Open

Risk

Morningstar Risk & Return
Risk vs. Category
Below Average
Return vs. Category
Average
Risk & Volatility Measures
Trailing Investment Category Index
Alpha -2.94 -3.02 -5.17
Beta 0.77 0.86 0.81
R 2 85.73 89.99 52.14
Sharpe Ratio 0.21 0.24 0.04
Standard Deviation 11.25 12.16 13.19

Risk/Return Analysis

Risk/Return Analysis

show-table
Trailing 3 Year Investment Category Index
Total Return % 5.91 6.32 3.75
Standard Deviation 11.25 12.16 13.19
Market Volatility Measures
Capture Ratios Investment Category Index
Upside 76 82 72
Downside 90 97 109
Drawdown Investment % Category % Index %
Maximum -12.14 -12.25 -15.18
Drawdown Peak Date Drawdown Valley Date Max Drawdown Duration
Apr 01, 2022 Sep 30, 2022 6 Months

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