Fund Performance
NBI Preferred Equity Income Fund Adv Ser / ISC (NBC480) |
|||||||
|
$11.88 | Change | YTD Return | Date of Inception | MER % | Net Assets ($Mil) | Currency |
|---|---|---|---|---|---|---|---|
| $0.01 | 10.76% | 11/22/2007 | 1.54% | $540.06 | CAD | ||
Chart
Calendar Year Total Returns
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Total Return | 28.21% | 4.75% | -18.99% | 24.50% | 6.81% | 3.34% |
| 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 | 0.1629% | 7.202764% | 7.584386% | 10.757069% | 16.43948% | 10.472305% | 10.161721% | 6.536642% |
| 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 | 3 | 1 | 2 | 2 | 2 | 2 | 3 | 2 |
| Total Funds | — | 65 | 65 | 65 | 64 | 64 | 64 | 23 |
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