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RBC U.S. Equity Sr A

Ranked 493 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Brad Willock

Objective

To provide long-term capital growth. The fund invests primarily in equity securities of U.S. companies in order to provide broad exposure to economic growth opportunities in the U.S. market.

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

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 493/867 Total Return
  • Rank 473/867 Standard Deviation
  • Rank 393/867 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.3% 2.4%
2016 8.4% 0.1% 0.8% 3.4% 4.0%
2015 -5.0% 0.0% -1.3% -7.8% 4.3%
2014 7.3% 0.4% 4.2% 0.1% 2.5%
2013 26.7% 8.9% 0.7% 6.1% 8.9%
2012 10.6% 12.0% -5.2% 5.6% -1.4%
2011 -6.8% 3.4% -2.0% -14.6% 7.8%
2010 10.6% 4.5% -13.1% 9.2% 11.5%
2009 26.2% -7.8% 16.2% 12.6% 4.6%
2008 -41.5% -10.1% 0.3% -15.1% -23.6%
2007 16.4% 1.0% 8.4% 4.4% 2.0%
2006 12.0% 5.8% -1.5% 2.9% 4.5%
2005 4.9% -1.0% -0.7% 5.6% 1.0%
2004 8.3% 1.0% -0.5% -2.0% 9.9%
2003 29.4% -2.2% 12.6% 3.4% 13.5%
2002 -21.3% -0.3% -12.0% -13.7% 4.0%
2001 -19.9% -15.6% 2.1% -17.0% 11.8%
2000 2.0% 11.0% -4.0% 4.0% -7.9%
1999 20.6% 1.1% 12.8% -7.2% 13.9%
1998 6.8% 8.5% -3.8% -14.8% 20.2%
1997 12.0% -3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date31/10/1972
  • Share Class size1,833Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment25

Charges

  • Annual management1.60%
  • Initial investment0

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