24 mutual funds and ETFs managed by TD Asset Management Inc. recognized at the Fundata FundGrade A+® Awards
"We're honoured to receive recognition again this year from Fundata for multiple TD Mutual Funds and TD ETFs across several categories and time periods," said
The FundGrade A+® Awards recognize Canadian investment funds that have consistently demonstrated the best risk-adjusted returns throughout an entire calendar year.
The following TD Mutual Funds, TD Managed Assets Program portfolios and TD ETFs were recognized for providing strong risk-adjusted returns relative to industry peers across one or more performance periods:
|
Fund |
CIFSC Category2 |
Fund |
FundGrade |
|
Funds with 10 years of performance history |
|||
|
TD Canadian Small-Cap Equity (winner 2nd consecutive year) |
Canadian Small/Mid Cap |
40 |
2015-12-31 |
|
TD Global Tactical Monthly Income (winner 2nd consecutive year) |
Global Neutral Balanced |
226 |
2015-12-31 |
|
TD North American Dividend (winner 2nd consecutive year) |
North American Equity |
34 |
2015-12-31 |
|
(winner 7th consecutive year) |
Global Neutral Balanced |
226 |
2015-12-31 |
|
Funds with 9 years of performance history |
|||
|
(winner 4th consecutive year) |
Canadian Neutral Balanced |
60 |
2016-12-31 |
|
TD International Equity CAD (winner 4th consecutive year) |
International Equity |
168 |
2016-12-31 |
|
|
|
256 |
2016-12-31 |
|
Funds with 8 years of performance history |
|||
|
|
256 |
2017-12-31 |
|
|
(winner 4th consecutive year) |
Global Equity Balanced |
190 |
2017-12-31 |
|
TD Managed Balanced Growth (winner 3rd consecutive year) |
Global Neutral Balanced |
226 |
2017-12-31 |
|
Funds with 7 years of performance history |
|||
|
Global Corporate Fixed Income |
38 |
2018-11-08 |
|
|
(winner 4th consecutive year) |
Preferred Share Fixed Income |
29 |
2018-12-31 |
|
TD Global Equity Focused (winner 4th consecutive year) |
Global Equity |
314 |
2018-12-31 |
|
Funds with 6 years of performance history |
|||
|
Global Equity |
314 |
2019-12-31 |
|
|
TD Active Global Enhanced Dividend (winner 3rd consecutive year) |
Global Equity |
314 |
2019-12-31 |
|
(winner 3rd consecutive year) |
Canadian Dividend & Income |
87 |
2019-12-31 |
|
(winner 4th consecutive year) |
Global Dividend & Income |
43 |
2019-12-31 |
|
TD Q (winner 3rd consecutive year) |
|
47 |
2019-12-31 |
|
Funds with 5 years of performance history |
|||
|
TD Active Global Infrastructure Equity |
Global Infrastructure Equity |
30 |
2020-12-31 |
|
TD Active (winner 2nd consecutive year) |
|
256 |
2020-12-31 |
|
TD Conservative ETF Portfolio (TCON) (winner 3rd consecutive year) |
Global Fixed Income Balanced |
136 |
2020-12-31 |
|
Global Neutral Balanced |
226 |
2020-12-31 |
|
|
Global Equity Balanced |
190 |
2020-12-31 |
|
|
Global Equity |
314 |
2017-12-31 |
|
FundGrade A+® is used with permission from
The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by
Fundata is a leading provider of market and investment funds data to the Canadian financial services industry and business media. The Fund Grade A+® rating identifies funds that have consistently demonstrated the best risk-adjusted returns throughout an entire calendar year. For more information on the rating system, please visit https://www.fundata.com/fundgrade.
Historical Performance for the funds referenced above receiving a FundGrade A+® Award (Source: TDAM, as at
|
Fund |
1 Year |
3 Years |
5 Years |
10 Years |
Since |
Inception |
|
TD Canadian |
42.91 % |
24.86 % |
18.36 % |
13.94 % |
11.19 % |
|
|
TD Global Tactical |
5.16 % |
11.91 % |
7.33 % |
7.01 % |
7.79 % |
|
|
TD North American |
11.47 % |
19.83 % |
15.18 % |
11.74 % |
9.05 % |
|
|
TD |
6.69 % |
14.33 % |
9.99 % |
8.80 % |
10.78 % |
|
|
TD Canadian |
19.36 % |
16.36 % |
14.88 % |
N/A |
10.03 % |
|
|
TD International Equity |
21.38 % |
17.37 % |
12.57 % |
N/A |
10.34 % |
|
|
TD |
12.72 % |
23.87 % |
15.46 % |
N/A |
15.40 % |
|
|
TD |
9.21 % |
21.20 % |
15.38 % |
N/A |
15.58 % |
|
|
TD Managed Aggressive |
17.68 % |
18.35 % |
11.57 % |
N/A |
10.69 % |
|
|
TD Managed Balanced |
13.82 % |
14.76 % |
8.70 % |
N/A |
8.16 % |
|
|
TD Select |
2.33 % |
6.95 % |
4.42 % |
N/A |
3.89 % |
|
|
|
18.00 % |
16.68 % |
12.32 % |
N/A |
8.43 % |
|
|
|
10.79 % |
19.99 % |
13.53 % |
N/A |
14.03 % |
|
|
|
21.33 % |
17.63 % |
11.98 % |
N/A |
9.66 % |
|
|
|
10.35 % |
23.49 % |
14.30 % |
N/A |
14.75 % |
|
|
|
33.11 % |
23.35 % |
19.24 % |
N/A |
13.48 % |
|
|
|
16.25 % |
17.87 % |
14.92 % |
N/A |
11.23 % |
|
|
|
1.21 % |
13.10 % |
12.63 % |
N/A |
9.90 % |
|
|
TD Active Global Infrastructure Equity ETF |
14.79 % |
13.85 % |
10.97 % |
N/A |
11.39 % |
|
|
TD Active |
8.18 % |
25.46 % |
16.59 % |
N/A |
18.13 % |
|
|
TD Conservative ETF Portfolio |
10.66 % |
10.72 % |
4.71 % |
N/A |
4.91 % |
|
|
TD Balanced ETF Portfolio |
13.83 % |
15.35 % |
8.72 % |
N/A |
9.14 % |
|
|
TD Growth ETF Portfolio |
17.99 % |
15.35 % |
20.11 % |
13.01 % |
13.58 % |
|
|
TD Managed Maximum Equity |
20.94 % |
21.72 % |
14.38 % |
N/A |
13.07 % |
|
1 Aggregate statistics as at
The information contained herein has been provided by
Commissions, management fees and expenses all may be associated with mutual fund and/or exchange- traded fund ("ETF") investments (collectively, "the Funds"). Trailing commissions may be associated with mutual fund investments. ETF units are bought and sold at market price on a stock exchange and brokerage commissions will reduce returns. Please read the fund facts or ETF Facts and the prospectus, which contain detailed investment information, before investing in the Funds. The indicated rates of return (other than for money market funds) are the historical total returns for the period, compounded for mutual funds, including changes in unit value and reinvestment of distributions. The indicated rate of return for each money market fund is an annualized historical yield based on the seven- day period ended as indicated and annualized in the case of effective yield by compounding the seven day return and does not represent an actual one year return. Index returns do not represent ETF returns. The indicated rates of return do not take into account sales, redemption, commission charges, distribution or optional charges, as applicable, or income taxes payable by any securityholder that would have reduced returns. The Funds are not covered by the
TD Mutual Funds and the TD Managed Assets Program portfolios are managed by
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