Fund Performance
NBI Preferred Equity Fund Advisor Series / ISC (NBC410) |
|||||||
|
$10.24 | Change | YTD Return | Date of Inception | MER % | Net Assets ($Mil) | Currency |
|---|---|---|---|---|---|---|---|
| $0.02 | 10.71% | 10/12/2012 | 1.56% | $34.96 | CAD | ||
Chart
Calendar Year Total Returns
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Total Return | 28.07% | 7.20% | -19.72% | 23.72% | 5.79% | 1.36% |
| Index: S&P/TSX Preferred Share Index TR | — | — | — | — | — | — |
| Category | 15.386608% | 30.496995% | -12.305318% | -6.814508% | 25.145848% | 6.042679% |
Comparative Performance
| 1 M | 3 M | 6 M | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | |
|---|---|---|---|---|---|---|---|---|
| Fund | 0.0518% | 6.745484% | 7.827026% | 10.70832% | 15.767559% | 10.90956% | 10.393695% | 6.143514% |
| Index: S&P/TSX Preferred Share Index TR | 0.2237% | 6.284059% | 8.03553% | 10.965453% | 15.386608% | 9.709202% | 9.018144% | 5.91812% |
| Quartile | 4 | 2 | 2 | 2 | 2 | 1 | 2 | 3 |
| Total Funds | — | 65 | 65 | 65 | 64 | 64 | 64 | 23 |
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