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RBC U.S. Dividend Class Sr A

Ranked 425 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Brad Willock

Objective

To achieve long-term capital growth and regular dividend income by investing primarily in common and preferred shares of U.S. companies with above average dividend yields either directly or indirectly through investment in other mutual funds managed by RB

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 425/877 Total Return
  • Rank 455/877 Standard Deviation
  • Rank 567/877 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.8% 2.7% 3.8%
2016 10.4% 1.7% 1.7% 1.6% 5.1%
2015 -3.0% -0.3% -0.2% -8.5% 6.6%
2014 10.1% 1.2% 2.8% 1.1% 4.7%
2013 24.6% 7.3% 0.5% 4.6% 10.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date31/10/2012
  • Share Class size28Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment25

Charges

  • Annual management1.60%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).