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International Equity
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|
NAVPS (03-31-2026) |
$9.83 |
|---|---|
| Change | - |
As at February 28, 2026
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Inception Return (June 03, 2019): 11.46%
| Row Heading | Return | Annualized Return | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Mth | 3 Mth | 6 Mth | YTD | 1 Yr | 2 Yr | 3 Yr | 4 Yr | 5 Yr | 6 Yr | 7 Yr | 8 Yr | 9 Yr | 10 Yr | |
| Fund | 1.82% | 3.96% | 8.14% | 5.35% | 18.89% | 19.31% | 16.63% | 14.24% | 14.77% | 12.68% | - | - | - | - |
| Benchmark | 6.62% | 14.00% | 21.19% | 12.55% | 34.13% | 23.66% | 20.28% | 15.38% | 12.24% | 13.37% | 11.48% | 9.41% | 10.22% | 10.62% |
| Category Average | 4.31% | 7.62% | 12.16% | 7.35% | 18.36% | 15.97% | 14.63% | 10.87% | 8.49% | 9.94% | 8.75% | 7.03% | 7.92% | 8.33% |
| Category Rank | 22 / 24 | 17 / 21 | 14 / 21 | 13 / 21 | 9 / 21 | 9 / 21 | 12 / 21 | 9 / 21 | 2 / 19 | 7 / 19 | - | - | - | - |
| Quartile Ranking | 4 | 4 | 3 | 3 | 2 | 2 | 3 | 2 | 1 | 2 | - | - | - | - |
| Return % | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Jan | Feb |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 1.40% | -1.36% | 2.60% | 3.09% | 1.57% | 2.32% | 3.32% | 1.15% | -0.46% | -1.32% | 3.46% | 1.82% |
| Benchmark | -0.76% | 0.66% | 4.41% | 2.18% | 0.51% | 3.32% | 3.56% | 2.68% | -0.03% | 1.29% | 5.56% | 6.62% |
10.68% (April 2020)
-17.90% (March 2020)
| Return % | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | - | - | - | - | -4.54% | 20.78% | -3.35% | 16.02% | 16.52% | 19.99% |
| Benchmark | -1.70% | 18.37% | -6.81% | 16.27% | 8.01% | 8.97% | -10.67% | 15.74% | 11.18% | 27.50% |
| Category Average | -2.56% | 17.84% | -8.91% | 17.54% | 7.87% | 8.64% | -12.60% | 13.75% | 10.76% | 17.77% |
| Quartile Ranking | - | - | - | - | 4 | 1 | 1 | 2 | 1 | 2 |
| Category Rank | - | - | - | - | 19/ 19 | 1/ 19 | 2/ 21 | 10/ 21 | 3/ 21 | 10/ 21 |
20.78% (2021)
-4.54% (2020)
SAGE Proactive Income Equity Fund
Median
Other - International Equity
| Standard Deviation | 8.08% | 10.67% | - |
|---|---|---|---|
| Beta | 0.66% | 0.74% | - |
| Alpha | 0.03% | 0.05% | - |
| Rsquared | 0.57% | 0.66% | - |
| Sharpe | 1.49% | 1.09% | - |
| Sortino | 3.11% | 1.82% | - |
| Treynor | 0.18% | 0.16% | - |
| Tax Efficiency | 72.88% | 68.11% | - |
| Volatility |
|
|
- |
| Key Ratio | 1 Yr | 3 Yr | 5 Yr | 10 Yr |
|---|---|---|---|---|
| Standard Deviation | 5.89% | 8.08% | 10.67% | - |
| Beta | 0.44% | 0.66% | 0.74% | - |
| Alpha | 0.04% | 0.03% | 0.05% | - |
| Rsquared | 0.35% | 0.57% | 0.66% | - |
| Sharpe | 2.57% | 1.49% | 1.09% | - |
| Sortino | 6.18% | 3.11% | 1.82% | - |
| Treynor | 0.35% | 0.18% | 0.16% | - |
| Tax Efficiency | 64.23% | 72.88% | 68.11% | - |
| Start Date | June 03, 2019 |
|---|---|
| Instrument Type | Exempt Product |
| Share Class | - |
| Legal Status | - |
| Sales Status | Open |
| Currency | CAD |
| Distribution Frequency | Annual |
| Assets ($mil) | $253 |
| FundServ Code | Load Code | Sales Status |
|---|---|---|
| RJI201 |
-
-
| RSP Eligible | Yes |
|---|---|
| PAC Allowed | No |
| PAC Initial Investment | - |
| PAC Subsequent | - |
| SWP Allowed | No |
| SWP Min Balance | - |
| SWP Min Withdrawal | - |
| MER | - |
|---|---|
| Management Fee | - |
| Load | No Load |
| FE Max | - |
| DSC Max | - |
| Trailer Fee Max (FE) | - |
| Trailer Fee Max (DSC) | - |
| Trailer Fee Max (NL) | 0.00% |
| Trailer Fee Max (LL) | - |
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