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RBC U.S. Equity Value Class Sr A

Ranked 398 out of 904 in - US over 12 months
All calculations are in USD unless stated

Objective

To provide long-term capital growth. The fund invests primarily in equity securities of U.S. companies that are attractively valued relative to their peers, their own valuation history and the broader stock market while also offering long-term opportuniti

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

Performance

US over : 31/01/2017 - 31/01/2018
  • Rank 398/904 Total Return
  • Rank 167/904 Standard Deviation
  • Rank 324/904 Max Drawdown
Fund Name Currency Risk
166 Analytic US Low Volatility Equity USD

5.6

167 Franklin US Rising Dividends Hgd Corporate Cl Sr A

Currency exposure is hedged

Currency exposure is hedged

CAD

5.6

167 Simbad Actions US C USD

5.6

167 RBC U.S. Equity Value Class Sr A USD

5.6

167 BG Selection Morgan Stanley North Am Eq A Cap EUR USD

5.6

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 20.4% 5.3% 3.1% 3.8% 6.9%
2016 9.0% 2.0% 0.9% 2.9% 2.9%
2015 -1.8% -7.5% 6.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date26/01/2015
  • Share Class size00Mn
  • 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).