金山投資理財
風險聲明:這是一個記載學習理財炒股的個人心得筆記. 對他人采用本博客信息導致的失誤和損失本人不承擔任何義務和責任,敬請鑒涼.
正文
One-year return winners
| Fund Name | Class | 1-yr % rtn | 3-yr % rtn | 5-yr % rtn | 10-yr % rtn |
| Manulife International Dividend Income Advisor Srs | International Equity | 1.001440715 | 5.575519635 | -4.266751369 | -3.289464698 |
| Altamira Asia Pacific Investor Series | Asia Pacific Equity | -5.145488059 | 3.336017321 | -3.200683118 | 3.126255733 |
| CIBC Global Bond A | Global Fixed Income | 4.27456621 | 8.379912448 | 4.773392515 | 2.122152294 |
| BMO European A | European Equity | 1.570151307 | 6.835289519 | -5.824270169 | 1.981476861 |
| FERIQUE Bond | Canadian Fixed Income | 5.366218066 | 7.318124418 | 5.032434605 | 5.427917902 |
| Fidelity Canadian Large Cap A | Canadian Focused Equity | 15.78522922 | 16.80704146 | 7.601517882 | 9.507374519 |
| Fidelity Latin America A | Miscellaneous - Geographic Eq | -11.4876618 | 15.53677867 | 4.323346059 | 13.33803621 |
| Mackenzie Ivy Enterprise Series A | North American Equity | 4.963964348 | 8.280281212 | 2.529580163 | 4.708223525 |
| TD Science & Technology Investor Series | Miscellaneous - Sector Equity | 10.74737492 | 18.70303817 | 5.19041515 | -0.055571591 |
| Trimark Canadian Small Companies Srs A | Canadian Focused Sm/Mid Cap Eq | 12.27826623 | 17.59690013 | 3.186700062 | 8.835814138 |
| Dynamic Power American Growth A | US Equity | 17.05639615 | 15.802073 | 5.795087148 | 4.497146652 |
| Mackenzie Focus Japan Class Series A | Japanese Equity | 1.302587286 | 0.159430829 | -10.00240485 | |
| Mackenzie Universal World Prec Mtls Cl Srs A | Precious Metals Equity | 7.48896661 | 49.85392286 | 10.00314928 | 18.44055737 |
| Trimark US Small Companies Class Series A | US Small/Mid Cap Equity | 18.70471604 | 18.00508227 | 1.6702503 | |
| Bissett All Canadian Focus Series A | Canadian Equity | 5.200731137 | 12.33439776 | 2.590953739 | |
| Fidelity Income Allocation A | Canadian Fixed Income Balanced | 4.981902115 | 13.98162255 | 5.577904539 | |
| Trimark Diversified Yield Class Series P | Global Equity Balanced | 6.494517967 | 10.3021041 | ||
| SEI Short Term Bond O | Canadian ShTrm Fixed Income | 4.052671817 | 6.515236151 | 4.745894881 | |
| IA Clarington Real Return Bond Series A | Canadian Inflation Prot FixInc | 12.86823377 | 13.04504276 | 6.04883082 | |
| Galileo High Income Plus A | Canadian Small/Mid Cap Equity | 12.8729425 | 25.37800237 | ||
| Pro FTSE RAFI Hong Kong China Index A | Greater China Equity | -15.01214604 | 11.35090634 | ||
| GBC Growth and Income Class A | Canadian Equity Balanced | 9.588049196 | 13.88288757 | ||
| Trimark Global Small Companies Class Series A | Global Small/Mid Cap Equity | 11.53458832 | 17.57760408 | ||
| RBC Canadian Equity Income Series A | Canadian Dividend & Equity Inc | 13. | 25.23522855 | 12.63684562 | |
| CI Cambridge Cdn Asset Allocation Corp Cl A | Tactical Balanced | 4.811607916 | 9.557888201 | ||
| IA Clarington Target Click 2025 Series A | 2025 Target Date Portfolio | 4.870823529 | 9.283893557 | 0.29042353 | |
| BMO LifeStage Plus 2020 A | 2020 Target Date Portfolio | 5.879713807 | 5.732179537 | ||
| Omega Global Opportunities Adv Srs | Global Equity | 8.854166667 | |||
| Dynamic Strategic Yield Class A | Global Neutral Balanced | 5.668983191 | |||
| Groppe Tactical Energy Class Series A | Natural Resources Equity | 24.05573148 | |||
| Criterion REIT Income A | Real Estate Equity | 18.97206202 | |||
| Excel Emerging Markets Series A | Emerging Markets Equity | 1.817819322 | |||
| Sun Life Milestone 2030 A | 2025+ Target Date Portfolio | 4.128444936 | |||
| Yield Bond Series A | High Yield Fixed Income | 5.80138289 | |||
| Invesco Intactive Diversified Income Port Srs A | Global Fixed Income Balanced | 3.596725837 | 7.448613684 | 1.99980764 | |
| Sentry Conservative Balanced Income Series A | Canadian Neutral Balanced | 5.646564964 |
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