FundGrade A+ Awards
Dynamic Funds wins 18 mutual fund and ETF awards at 2024 FundGrade A+® Awards
Dynamic Funds announced that it won 18 awards at the annual FundGrade A+ Awards across multiple mutual fund and ETF categories. These awards are presented by Fundata Canada Inc. to investment funds and their managers who have shown consistent, outstanding, risk-adjusted performance throughout the year.
“We are thrilled with this recognition and the opportunity to highlight the results of our Investment Management team,” says Mark Brisley, Head, Dynamic Funds. “We continually strive to deliver Legitimately Active Management® to our clients, and we thank Fundata for rewarding these efforts.”
Dynamic Funds’ award-winning mutual funds and ETFs for 2024 are:
| Fund name | CIFSC category | Number of funds in the category | FundGrade start date |
|---|---|---|---|
| Dynamic Active Canadian Dividend ETF (DXC) | Canadian Dividend & Income Equity | 83 | 2017-12-31 |
| Dynamic Active Credit Strategies Private Pool | Multi-Sector Fixed Income | 51 | 2015-12-31 |
| Dynamic Active Preferred Shares ETF (DXP) | Preferred Share Fixed Income | 28 | 2017-12-31 |
| Dynamic Active Ultra Short Term Bond ETF (DXV) | Canadian Short Term Fixed Income | 86 | 2018-12-31 |
| Dynamic Advantage Bond Fund | Canadian Fixed Income | 137 | 2014-12-31 |
| Dynamic Canadian Dividend Fund | Canadian Dividend & Income Equity | 83 | 2014-12-31 |
| Dynamic Global Fixed Income Fund | Global Fixed Income | 112 | 2022-12-31 |
| Dynamic Global Real Estate Fund | Real Estate Equity | 29 | 2014-12-31 |
| Dynamic Global Yield Private Pool | Global Neutral Balanced | 224 | 2015-12-31 |
| Dynamic Power Balanced Fund | Canadian Equity Balanced | 52 | 2014-12-31 |
| Dynamic Power Canadian Growth Fund | Canadian Focused Equity | 70 | 2014-12-31 |
| Dynamic Precious Metals Fund | Precious Metals Equity | 17 | 2014-12-31 |
| Dynamic Preferred Yield Class | Preferred Share Fixed Income | 28 | 2014-12-31 |
| Dynamic Premium Balanced Private Pool Class | Tactical Balanced | 56 | 2018-12-31 |
| Dynamic Premium Yield PLUS Fund | Alternative Equity Focused | 58 | 2018-12-31 |
| Dynamic Short Term Credit PLUS Fund | Alternative Credit Focused | 27 | 2022-12-31 |
| Dynamic U.S. Balanced Class | Global Equity Balanced | 187 | 2014-12-31 |
| Dynamic Ultra Short Term Bond Fund | Canadian Short Term Fixed Income | 86 | 2014-12-31 |
The FundGrade calculation date for the awards is December 31, 2024.
About the Fundata FundGrade A+® Awards
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
Performance for Dynamic Active Canadian Dividend ETF (DXC) for the period ended December 31, 2024 is as follows: 14.01% (1 year), 7.35% (3 years), 11.17% (5 years), N/A (10 years), and 10.64% since inception (January 2017).
Performance for Dynamic Active Credit Strategies Private Pool for the period ended December 31, 2024 is as follows: 5.66% (1 year), 1.11% (3 years), 2.61% (5 years), N/A (10 years), and 3.05% since inception (October 2018).
Performance for Dynamic Active Preferred Shares ETF (DXP) for the period ended December 31, 2024 is as follows: 26.79% (1 year), 4.74% (3 years), 9.19% (5 years), N/A (10 years), and 6.64% since inception (January 2017).
Performance for Dynamic Active Ultra Short Term Bond ETF (DXV) for the period ended December 31, 2024 is as follows: 5.61% (1 year), 4.19% (3 years), 3.30% (5 years), N/A (10 years), and 3.00% since inception (March 2018).
Performance for Dynamic Advantage Bond Fund for the period ended December 31, 2024 is as follows: 4.52% (1 year), -0.87% (3 years), 0.95% (5 years), 1.19% (10 years), and 2.06% since inception (November 2000).
Performance for Dynamic Canadian Dividend Fund for the period ended December 31, 2024 is as follows: 12.24% (1 year), 5.96% (3 years), 9.87% (5 years), 8.25% (10 years), and 8.39% since inception (June 1978).
Performance for Dynamic Global Fixed Income Fund for the period ended December 31, 2024 is as follows: 5.84% (1 year), N/A (3 years), N/A (5 years), N/A (10 years), and 3.21% since inception (January 2022).
Performance for Dynamic Global Real Estate Fund for the period ended December 31, 2024, is as follows: 3.82% (1 year), -4.73% (3 years), 1.76 (5 years), 4.74% (10 years), and 6.58% since inception (November 1996).
Performance for Dynamic Global Yield Private Pool for the period ended December 31, 2024, is as follows: 13.84% (1 year), 3.86% (3 years), 5.54% (5 years), N/A% (10 years), and 6.62% since inception (October 2018).
Performance for Dynamic Power Balanced Fund for the period ended December 31, 2024, is as follows: 25.60% (1 year), 7.04% (3 years), 10.91% (5 years), 6.72% (10 years), and 7.27% since inception (July 1998).
Performance for Dynamic Power Canadian Growth Fund for the period ended December 31, 2024, is as follows: 36.00% (1 year), 10.51% (3 years), 15.26% (5 years), 9.26% (10 years), and 8.90% since inception (August 1985).
Performance for Dynamic Precious Metals Fund for the period ended December 31, 2024, is as follows: 34.33% (1 year), 5.51% (3 years), 12.16% (5 years), 16.09% (10 years), and 7.45% since inception (January 1984).
Performance for Dynamic Preferred Yield Class for the period ended December 31, 2024, is as follows: 25.54% (1 year), 3.91% (3 years), 8.27% (5 years), 4.60% (10 years), and 4.29% since inception (April 2013).
Performance for Dynamic Premium Balanced Private Pool Class for the period ended December 31, 2024, is as follows: 15.03% (1 year), 8.76% (3 years), 9.38% (5 years), N/A (10 years), and 9.33% since inception (October 2018).
Performance for Dynamic Premium Yield PLUS Fund for the period ended December 31, 2024, is as follows: 10.76% (1 year), 11.44% (3 years), 12.09% (5 years), N/A (10 years), and 10.31% since inception (October 2018).
Performance for Dynamic Short-Term Credit PLUS Fund for the period ended December 31, 2024, is as follows: 11.65% (1 year), N/A (3 years), N/A (5 years), N/A (10 years), and 7.10% since inception (January 2022).
Performance for Dynamic U.S. Balanced Class for the period ended December 31, 2024, is as follows: 26.46% (1 year), 7.19% (3 years), 12.51% (5 years), 10.14% (10 years), and 9.30% since inception (March 2011).
Performance for Dynamic Ultra Short-Term Bond Fund for the period ended December 31, 2024, is as follows: 4.87% (1 year), 3.54% (3 years), 2.45% (5 years), 1.56% (10 years), and 1.65% since inception (September 2013).