FundGrade A+ Awards
Dynamic honoured with 9 awards at 2025 FundGrade A+® Awards
Dynamic has been recognised with nine awards at the annual FundGrade A+ Awards across a range of 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 pleased to see our investment teams recognized, for their relentless pursuit of delivering legitimately active management and strong results to our clients across asset classes and investment vehicles,” says Mark Brisley, Head of Dynamic.
Dynamic’s award-winning mutual funds and ETFs for 2025 are:
| Fund name | CIFSC category | Number of funds in the category | FundGrade start date |
|---|---|---|---|
| Dynamic Active Credit Strategies Private Pool | Multi-Sector Fixed Income | 58 | 2015-12-31 |
| Dynamic Active Enhanced Yield Covered Options ETF (DXQ) | North American Equity | 34 | 2022-12-31 |
| Dynamic Active Preferred Shares ETF (DXP) | Preferred Share Fixed Income | 29 | 2017-12-31 |
| Dynamic Active Ultra Short Term Bond ETF (DXV) | Canadian Short Term Fixed Income | 82 | 2018-12-31 |
| Dynamic Power Balanced Fund | Canadian Equity Balanced | 56 | 2015-12-31 |
| Dynamic Preferred Yield Class | Preferred Share Fixed Income | 29 | 2015-12-31 |
| Dynamic Premium Balanced Private Pool Class | Tactical Balanced | 51 | 2015-12-31 |
| Dynamic Short Term Credit PLUS Fund | Alternative Credit Focused | 29 | 2022-12-31 |
| Dynamic U.S. Balanced Class | Global Equity Balanced | 190 | 2015-12-31 |
The FundGrade calculation date for the awards is December 31, 2025.
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. For standard performance data of the funds listed above.
Performance for Dynamic Active Credit Strategies Private Pool for the period ended December 31, 2025 is as follows: 5.95% (1 year), 7.92% (3 years), 3.45% (5 years), 4.26% (10 years), and 3.35% since inception (October 2018).
Performance for Dynamic Active Enhanced Yield Covered Options ETF (DXQ) for the period ended December 31, 2025 is as follows: 12.94% (1 year), 17.99% (3 years), N/A % (5 years), N/A (10 years), and 17.69 % since inception (Sept 2022).
Performance for Dynamic Active Preferred Shares ETF (DXP) for the period ended December 31, 2025 is as follows: 16.36 % (1 year), 16.54 % (3 years), 11.33% (5 years), N/A (10 years), and 7.68% since inception (January 2017).
Performance for Dynamic Active Ultra Short Term Bond ETF (DXV) for the period ended December 31, 2025 is as follows: 4.12% (1 year), 5.30% (3 years), 3.43% (5 years), N/A (10 years), and 3.14% since inception (March 2018).
Performance for Dynamic Power Balanced Fund for the period ended December 31, 2025 is as follows: 15.39 % (1 year), 19.67 % (3 years), 12.07% (5 years), 8.99% (10 years), and 8.62% since inception (March 2002).
Performance for Dynamic Preferred Yield Class for the period ended December 31, 2025 is as follows: 16.12% (1 year), 16.37% (3 years), 11.21% (5 years), 7.80% (10 years), and 5.97 % since inception (April 2013).
Performance for Dynamic Premium Balanced Private Pool Class for the period ended December 31, 2025 is as follows: 17.38 % (1 year), 18.01 % (3 years), 11.68% (5 years), 9.44% (10 years), and 8.02% since inception (June 2014).
Performance for Dynamic Short-Term Credit PLUS Fund for the period ended December 31, 2025 is as follows: 6.61% (1 year), 9.89% (3 years), N/A % (5 years), N/A (10 years), and 7.43% since inception (January 2022).
Performance for Dynamic U.S. Balanced Class for the period ended December 31, 2025 is as follows: 9.06 % (1 year), 20.83 % (3 years), 11.48 % (5 years), 10.75 %(10 years), and 10.45 % since inception (March 2011).