(As of 12/31/2020)

Hillsdale Canadian Small Cap Equity Fund Ser A CA$

(Canadian Small/Mid Cap Equity)
Inception Return
(5/9/2003)
7.68 %
YTD Return 14.64 %
NAVPS
(1/15/2021)
$123.02
Change ($0.73) / -0.59 %
Growth of $10,000 (As of December 31, 2020)
MER -
Assets ($mil) -
Rank (1Yr) 6/11
Std Dev (3Yr) 23.77 %
Volatility Ranking (3Yr) 10/10
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 , Christopher Guthrie
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of December 31, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 5.96 11.86 21.67 14.64 14.64 3.70 8.35 5.40
Benchmark 5.79 23.48 31.68 12.87 12.87 2.28 8.77 1.26
Quartile Ranking 3 3 3 3 3 3 3 -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 14.64 19.92 -18.87 8.04 23.95 -0.44 -3.74 26.51 5.87 -11.71
Benchmark 12.87 15.84 -18.17 2.75 38.48 -13.31 -2.34 7.60 -2.23 -16.43
Quartile Ranking 3 2 3 2 3 2 3 - - -

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use .
BofA Merill Lynch Indices used with permission.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us .