Mutual fund performance ytd 2018

    • [PDF File]TD Fund Sheets

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      Calendar Performance (%) Series YTD 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 ... Calendar performance indicates one-year returns for the Fund as of December 31. YTD indicates return from January 1, 2019 to June 30, 2019. ... performance may not be repeated. Mutual fund strategies and current holdings are subject to change.


    • [PDF File]TD Fund Sheets

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      Calendar Performance (%) Series YTD 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 ... Mutual funds are not guaranteed or insured, their values change frequently and past performance may not be repeated. Mutual fund strategies and current holdings are subject to change.


    • Balanced Fund Release Date: 03-31-2018

      Balanced Fund Release Date: 03-31-2018 ... not mutual funds. Performance 5 10 15 20 0-5-10 YTD YTD YTD YTD YTD YTD -15 Total Return % as of 03-31-18 Investment Benchmark Average annual, if greater than 1 year QTD YTD 1 Year 3 Year 5 Year Since Inception 0.95 13.81 6.92 8.36 9.63 Investment Return %


    • Fidelity Contrafund (FCNTX) - Mutual Funds Research

      Fidelity® Contrafund® (FCNTX) No Transaction Fee 1 ... For a mutual fund, ... A measurement of how closely the portfolio's performance correlates with the performance of the fund's primary benchmark index or equivalent. R2 is a proportion which ranges between 0.00 and 1.00.


    • [PDF File]FUND FACT SHEET USD FIXED INCOME FUND

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      From 1 Dec 2018 to 31 Dec 2018: 90% BBG USD EM Indonesia Sov. Bond Indonesia + 10% Deposit Rate Avg 1M USD ... IDR Fixed Income mutual fund(s) Launch Date: Fund Size (million): ... Fund Fund Performance 1 Month 3 Months YTD 1 Year Annualised


    • Fidelity Value Fund (FDVLX) - Mutual Funds Research

      Fidelity® Value Fund (FDVLX) No Transaction Fee 1 ... For a mutual fund, ... A measurement of how closely the portfolio's performance correlates with the performance of the fund's primary benchmark index or equivalent. R2 is a proportion which ranges between 0.00 and 1.00.


    • [PDF File]MUTUAL FUND Investor Guide THe eTF Investor Guide

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      as expected and signaled a hawkish 2018. The tax reform bill has been especially benefi-cial for industrials, banks and retail. ... Mutual Fund Investor Guide family of newsletters. Each month he analyzes and provides buy, ... performance from March through May, …


    • [PDF File]Performance as of December 31, 2018

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      Performance as of December 31, 2018 FUND Quarter YTD 1 Year 3 Year* 5 Year* 10 Year* Since Inception* Trillium P21 Global Equity Fund (I) PORIX ‐11.66 ‐6.93 ‐6.93 7.45 4.83 9.07 4.21


    • INTERIM REPORT H1 2018 HSBC Multi-Assets Growth Fund

      The underlying Mutual funds held by the Fund posted a mixed performance during the 1st half of 2018. The HSBC Multi-Assets Growth Fund recorded a positive return of 5.78% YTD (as at end of June, 2018), as opposed to benchmark return of 7.65%. For the underlying Mutual Funds held in the Fund as of end of June, 2018, the top two Mutual funds (in ...


    • [PDF File]Birla Sun Life Mutual Fund acapital.com

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      one of the alternate investment option. Therefore, in the year 2018-19, there is a high probability of better inflows into short to medium duration fixed income schemes. An another point to note is that, Mutual Fund industry size as a percentage of Banking deposit size each year has been going up.


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