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RBC U.S. Equity Sr A

Ranked 475 out of 904 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 : 31/01/2017 - 31/01/2018
  • Rank 475/904 Total Return
  • Rank 447/904 Standard Deviation
  • Rank 546/904 Max Drawdown
Fund Name Currency Loss
545 RBC U.S. Equity Class Sr A USD

-1.0%

546 Threadneedle US Equity Income L Net Inc USD

-1.0%

546 RBC U.S. Equity Sr A USD

-1.0%

546 CIBC US Equity USD

-1.0%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 18.3% 4.3% 2.4% 3.5% 7.0%
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 20.4% 1.0% 15.0% 6.8% -3.0%
1996 15.4% 0.2% 2.4% 3.7% 8.6%
1995 31.6% 8.6% 9.6% 6.6% 3.8%
1994 -3.1% -3.6% -0.7% 4.3% -3.0%
1993 4.8% 2.2% -2.7% 1.7% 3.7%
1992 7.9% -2.9% -1.1% 6.3% 5.7%
1991 25.7% 15.7% -3.2% 5.1% 6.8%
1990 -2.6% -3.5% 8.8% -14.0% 7.9%
1989 36.4% 7.4% 9.7% 13.3% 2.2%
1988 6.2% 1.8% 3.8% -0.7% 1.1%
1987 8.6% 19.0% 5.8% 5.5% -18.3%
1986 14.2% 14.0% 3.2% -7.7% 5.2%
1985 21.8% 8.0% 3.1% -6.2% 16.7%
1984 -5.0% -2.8% -7.9% 6.3% -0.2%
1983 11.6% 6.4% 14.3% -2.5% -5.8%
1982 16.7% -8.3% 1.5% 8.1% 16.0%
1981 -10.2% 0.1% -4.4% -13.0% 7.9%
1980 31.2% -4.2% 11.2% 14.4% 7.6%
1979 20.1% 9.5% 0.3% 9.5% -0.2%
1978 5.3% 3.5% 2.4% 8.7% -8.6%
1977 -5.8% -3.8% 4.1% -2.8% -3.3%
1976 20.6% 18.6% -0.3% 8.1% -5.7%
1975 37.2% 28.0% 18.3% -14.2% 5.5%
1974 -28.0% -6.4% -9.0% -23.5% 10.6%
1973 -32.5% -10.3% -13.4% 5.7% -17.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date31/10/1972
  • Share Class size1,996Mn
  • 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).