Fundata FundGrade A+ Awards

Dynamic Funds wins record number of FundGrade A+ Awards for 2019

Dynamic Funds is the recipient of 28 2019 FundGrade A+ Awards — more than it has won in any other year since the awards were debuted in 2012.

This year, four of our Dynamic Active ETFs also won FundGrade A+ awards.

The awards are given annually to investment funds and their managers who have shown consistent, outstanding, risk-adjusted performance through the entire previous calendar year. Congratulations to our investment management team for this achievement!

Dynamic Funds' award-winning funds for 2019 are:

* The end date for the FundGrade calculation is December 31, 2019.
Fund Name CIFSC Category Fund count FundGrade Start Date*
Dynamic Asset Allocation Private Pool Tactical Balanced 211 1/31/2016
Dynamic Blue Chip Balanced Fund Global Neutral Balanced 899 1/31/2010
Dynamic Conservative Yield Private Pool Global Fixed Income Balanced 389 1/31/2016
Dynamic Dividend Fund Canadian Dividend & Income Equity 356 1/31/2010
Dynamic Equity Income Fund Canadian Dividend & Income Equity 356 1/31/2010
Dynamic Financial Services Fund Financial Services Equity 57 1/31/2010
Dynamic Global Asset Allocation Fund Global Equity Balanced 754 1/31/2010
Dynamic Global Balanced Fund Global Neutral Balanced 899 1/31/2014
Dynamic Global Dividend Fund Global Equity 1100 1/31/2010
Dynamic Global Equity Private Pool Class Global Equity 1100 1/31/2016
Dynamic Global Infrastructure Fund Global Infrastructure Equity 53 1/31/2010
Dynamic Global Yield Private Pool Global Neutral Balanced 899 1/31/2016
Dynamic International Dividend Private Pool International Equity 382 1/31/2017
Dynamic Precious Metals Fund Precious Metals Equity 39 1/31/2010
Dynamic Strategic Resource Class Natural Resources Equity 88 1/31/2012
Dynamic Tactical Bond Private Pool Canadian Fixed Income 310 1/31/2016
Dynamic Total Return Bond Fund Canadian Fixed Income 310 1/31/2011
Dynamic U.S. Balanced Class Global Neutral Balanced 899 1/31/2012
Dynamic U.S. Strategic Yield Fund Tactical Balanced 211 1/31/2017
DynamicEdge Balanced Growth Portfolio Global Neutral Balanced 899 1/31/2010
DynamicEdge Conservative Class Portfolio Global Fixed Income Balanced 389 1/31/2013
DynamicEdge Growth Portfolio Global Equity Balanced 754 1/31/2010
Marquis Balanced Class Portfolio Global Neutral Balanced 899 1/31/2013
Marquis Balanced Income Portfolio Global Neutral Balanced 899 1/31/2010
Dynamic Active Canadian Dividend ETF (DXC) Canadian Dividend & Income Equity 356 1/31/2018
Dynamic Active Crossover Bond ETF (DXO) High Yield Fixed Income 246 1/31/2018
Dynamic Active Global Dividend ETF (DXG) Global Equity 1100 1/31/2018
Dynamic Active U.S. Dividend ETF (DXU) U.S. Equity 833 1/31/2018


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 the winning funds for the period ended December 31, 2019 is as follows:

Dynamic Asset Allocation Private Pool Series F: 14.95% (1 year), 7.71% (3 years), 6.5% (5 years) and 5.8% (since inception on June 2014).

Dynamic Blue Chip Balanced Fund Series A: 14.03% (1 year), 8.19% (3 years), 6.47% (5 years), 6.7 (10 years), and 6.4% (since inception on March 1997).

Dynamic Conservative Yield Private Pool Series F: 10.37% (1 year), 4.77% (3 years), and 3.64% (since inception on March 2015).

Dynamic Dividend Fund Series A: 20.45% (1 year), 8.31% (3 years), 7.84% (5 years), 9.2% (10 years), and 8.4% (since inception on August 1985).

Dynamic Equity Income Fund Series A: 20.68% (1 year), 8.43% (3 years), 8.07% (5 years), 9.6% (10 years), and 10.8% (since inception on July 2001).

Dynamic Financial Services Fund Series A: 28.02% (1 year), 13.66% (3 years), 11.78% (5 years), 10.3% (10 years), and 8.7% (since inception on October 1972).

Dynamic Global Asset Allocation Fund Series A: 15.03% (1 year), 9.67% (3 years), 10.11% (5 years), 9.2% (10 years), and 6.0% (since inception on May 2007).

Dynamic Global Balanced Fund Series A: 12.52% (1 year), 7.43% (3 years), 7.30% (5 years), and 6.8% (since inception on November 2013).

Dynamic Global Dividend Fund Series A: 23.87% (1 year), 16.56% (3 years), 14.09% (5 years), 11.3% (10 years), and 8.1% (since inception on February 2006).

Dynamic Global Equity Private Pool Class Series F: 22.75% (1 year), 14.68% (3 years), 12.34% (5 years), and 10.7% (since inception on June 2014).

Dynamic Global Infrastructure Fund Series A: 23.75% (1 year), 10.99% (3 years), 8.29% (5 years), 10.6% (10 years), and 7.9% (since inception on July 2007).

Dynamic Global Yield Private Pool Series F: 15.84% (1 year), 7.41% (3 years), 7.20% (5 years), and 7.1% (since inception on June 2014).

Dynamic International Dividend Private Pool Series F: 19.94% (1 year), 11.73% (3 years), 7.39% (since inception on March 2015).

Dynamic Precious Metals Fund Series A: 36.28% (1 year), 12.91% (3 years), 20.15% (5 years), 1.9% (10 years), and 6.8% (since inception on January 1984).

Dynamic Strategic Resource Class Series A: 16.64% (1 year), 0.52% (3 years), 6.19% (5 years), and 3.0% (since inception on November 2011).

Dynamic Tactical Bond Private Pool Series F: 5.20% (1 year), 3.12% (3 years), and 2.7% (since inception on March 2015).

Dynamic Total Return Bond Fund Series A: 4.29% (1 year), 2.24% (3 years), 2.17% (5 years), and 2.8% (since inception on August 2010).

Dynamic U.S. Balanced Class Series A: 19.06% (1 year), 10.98% (3 years), 7.82% (5 years), and 7.5% (since inception on March 2011).

Dynamic U.S. Strategic Yield Fund Series A: 12.41% (1 year), 6.08% (3 years), and 6.53% (since inception on September 2016).

DynamicEdge Balanced Growth Portfolio Series A: 14.48% (1 year), 6.90% (3 years), 5.72% (5 years), 6.3% (10 years), and 5.2% (since inception on February 2008).

DynamicEdge Conservative Class Portfolio Series A: 9.63% (1 year), 4.94% (3 years), 4.10% (5 years), and 4.7% (since inception on February 2012).

DynamicEdge Growth Portfolio Series A: 17.12% (1 year), 8.49% (3 years), 6.92% (5 years), 7.1 (10 years), and 5.7% (since inception on February 2008).

Marquis Balanced Class Portfolio Series A: 12.37% (1 year), 6.12% (3 years), 4.76% (5 years), and 5.7% (since inception on April 2012).

Marquis Balanced Income Portfolio Series A: 11.90% (1 year), 4.83% (3 years), 4.56% (5 years), 5.8% (10 years), and 5.4% (since inception on July 2004).

Dynamic Active Canadian Dividend ETF: 22.3% (1 year), and 9.8% (since inception on January 2017).

Dynamic Active Crossover Bond ETF: 14.2% (1 year), and 5.6% (since inception on January 2017).

Dynamic Active Global Dividend ETF: 32.03% (1 year), and 22.0% (since inception on January 2017).

Dynamic Active U.S. Dividend ETF: 28.84% (1 year), and 21.0% (since inception on January 2017).