| CAGR | +19.3% | +10.6% | +12.7% | — |
| Sharpe | 0.68 | 0.46 | 0.56 | — |
| Sortino | 1.28 | 0.84 | 0.94 | — |
| Corr to S&P500 | 0.96 | 0.97 | 0.98 | — |
| Capture+ | +0.72 | +0.82 | +0.89 | — |
| Capture- | +0.00 | +0.65 | +0.81 | — |
| Capture ratio | 494.61 | 1.26 | 1.10 | — |
| Beta | 0.78 | 0.84 | 0.94 | — |
| MDD | -14% | -21% | -42% | — |
The fund normally invests at least 80% of assets in securities of Canadian issuers and other investments that are tied economically to Canada. It potentially invests in securities of U.S. issuers. The fund normally invests primarily in common stocks. It invests up to 35% of total assets in any industry that accounts for more than 20% of the Canadian market.