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RBC U.S. Equity Value Sr A

Ranked 375 out of 877 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 : 31/10/2016 - 31/10/2017
  • Rank 375/877 Total Return
  • Rank 291/877 Standard Deviation
  • Rank 298/877 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.1% 3.1% 3.9%
2016 9.0% 1.5% 1.2% 3.0% 3.0%
2015 -3.3% -0.6% -1.2% -7.3% 6.2%
2014 4.1% 0.0% 4.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date10/03/2014
  • Share Class size19Mn
  • 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).