(As of 3/31/2018)

Hillsdale Canadian Performance Equity Fund Class A

(Canadian Small/Mid Cap Equity)
Inception Return
(5/9/2003)
8.12 %
YTD Return -3.24 %
NAVPS
(4/20/2018)
$107.22
Change ($0.01) / -0.01 %
Growth of $10,000 (As of March 31, 2018)
MER -
Assets ($mil) -
Rank (1Yr) -
Std Dev (3Yr) 10.26 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The investment objective of the Fund is to provide a rate of return on capital in excess of, and with volatility equal to or less than, the S&P/TSX Small Cap Index.
Management Co.
Hillsdale Investment Management Inc.
Managers
Alex Etsell , Hillsdale Investment Management Inc., Christopher Guthrie
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of March 31, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.81 -3.24 0.76 -3.24 2.03 8.16 8.07 3.43
Benchmark -1.86 -8.29 -3.99 -8.29 -7.11 2.00 1.24 1.02
Quartile Ranking - - - - - - - -

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 8.04 23.95 -0.44 -3.74 26.51 5.87 -11.71 26.15 21.52 -43.92
Benchmark 4.01 31.95 -16.25 -2.75 4.32 -0.46 -16.16 35.23 68.91 -48.65
Quartile Ranking - - - - - - - - - -

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