Fundata FundGrade A+ Awards
Dynamic Funds wins 17 mutual fund and ETF awards at 2023 FundGrade A+® Awards
Dynamic Funds announced that it won 17 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 honoured to be recognized at the FundGrade A+ Awards again – as we are driven to deliver Legitimately Active Management® for our clients, in partnership with sound financial advice. Congratulations to our Investment Management team for these outstanding results,” says Mark Brisley, Managing Director, Dynamic Funds.
Dynamic Funds’ award-winning mutual funds and ETFs for 2023 are:
| FundGrade A+ Winner | CIFSC category | Number of funds in the category | FundGrade start date |
|---|---|---|---|
| Dynamic Active Canadian Dividend ETF (DXC) | Canadian Dividend & Income Equity | 258 | 2018-01-31 |
| Dynamic Active Investment Grade Floating Rate ETF (DXV) | Canadian Short Term Fixed Income | 161 | 2019-01-31 |
| Dynamic Active Preferred Shares ETF (DXP) | Preferred Share Fixed Income | 45 | 2018-01-31 |
| Dynamic Active Tactical Bond ETF (DXB) | Canadian Fixed Income | 311 | 2018-01-31 |
| Dynamic Active Credit Strategies Private Pool | Multi-Sector Fixed Income | 139 | 2016-01-31 |
| Dynamic Advantage Bond Fund | Canadian Fixed Income | 311 | 2014-01-31 |
| Dynamic Canadian Dividend Fund | Canadian Dividend & Income Equity | 258 | 2014-01-31 |
| Dynamic Conservative Yield Private Pool | Global Fixed Income Balanced | 488 | 2016-01-31 |
| Dynamic Global Yield Private Pool | Global Neutral Balanced | 888 | 2016-01-31 |
| Dynamic Investment Grade Floating Rate Fund | Canadian Short Term Fixed Income | 161 | 2014-01-31 |
| Dynamic North American Dividend Private Pool | North American Equity | 76 | 2016-01-31 |
| Dynamic Preferred Yield Class | Preferred Share Fixed Income | 45 | 2014-01-31 |
| Dynamic Premium Balanced Private Pool Class | Tactical Balanced | 194 | 2019-01-31 |
| Dynamic Premium Yield PLUS Fund | Alternative Equity Focused | 61 | 2019-01-31 |
| Dynamic Tactical Bond Private Pool | Canadian Fixed Income | 311 | 2016-01-31 |
| Dynamic U.S. Balanced Class | Global Equity Balanced | 704 | 2014-01-31 |
| Dynamic U.S. Strategic Yield Fund | Global Equity Balanced | 704 | 2014-01-31 |
The FundGrade calculation date for the awards is December 31, 2023.
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, 2023 is as follows: 10.23% (1 year), 11.34% (3 years), 12.74% (5 years), N/A (10 years), and 10.17% since inception (January 2017).
Performance for Dynamic Active Preferred Shares ETF (DXP) for the period ended December 31, 2023 is as follows: 7.28% (1 year), 5.04% (3 years), 4.91 (5 years), N/A (10 years), and 4.02% since inception (January 2017).
Performance for Dynamic Advantage Bond Fund for the period ended December 31, 2023 is as follows: -6.14% (1 year), -2.31% (3 years), 1.09% (5 years), 1.17% (10 years), and 1.96% since inception (November 2000).
Performance for Dynamic Canadian Dividend Fund Series A for the period ended December 31, 2023 is as follows: 9.58% (1 year), 11.09% (3 years), 10.86% (5 years), 7.34% (10 years), and 8.31% since inception (June 1978).
Performance for Dynamic Conservative Yield Private Pool for the period ended December 31, 2023 is as follows: 8.62% (1 year), 0.07% (3 years), 3.45% (5 years), N/A (10 years), and 3.47% since inception (October 2018).
Performance for Dynamic Global Yield Private Pool for the period ended December 31, 2023 is as follows: 9.48% (1 year), 2.93% (3 years), 5.70% (5 years), N/A (10 years), and 5.29% since inception (October 2018).
Performance for Dynamic North American Dividend Private Pool for the period ended December 31, 2023 is as follows: 5.97% (1 year), 8.80% (3 years), 9.55% (5 years), N/A (10 years), and 8.81% since inception (October 2018).
Performance for Dynamic Preferred Yield Class Series A for the period ended December 31, 2023 is as follows: 6.42% (1 year), 4.17% (3 years), 4.14% (5 years), 3.00% (10 years), and 2.51% since inception (April 2013).
Performance for Dynamic U.S. Balanced Class Series A for the period ended December 31, 2023 is as follows: 25.06% (1 year), 6.08% (3 years), 11.16% (5 years), 8.73% (10 years), and 8.06% since inception (March 2011).
Performance for Dynamic Active Investment Grade Floating Rate ETF (DXV) Series A for the period ended December 31, 2023 is as follows: 6.18% (1 year), 2.48% (3 years), 2.87% (5 years), N/A (10 years), and 2.55% since inception (March 2018).
Performance for Dynamic Active Tactical Bond ETF (DXB) Series A for the period ended December 31, 2023 is as follows: 7.89% (1 year), -2.32% (3 years), 1.28% (5 years), N/A (10 years), and 1.50% since inception (September 2017).
Performance for Dynamic Active Credit Strategies Private Pool Series A for the period ended December 31, 2023 is as follows: 10.43% (1 year), 0.78% (3 years), 2.99% (5 years), N/A (10 years), and 2.56% since inception (October 2018).
Performance for Dynamic Investment Grade Floating Rate Fund Series A for the period ended December 31, 2023 is as follows: 5.52% (1 year), 1.78% (3 years), 1.92% (5 years), 1.20% (10 years), and 1.34% since inception (September 2013).
Performance for Dynamic Premium Balanced Private Pool Class Series A for the period ended December 31, 2023 is as follows: 19.07% (1 year), 7.16% (3 years), 9.17% (5 years), N/A (10 years), and 8.27% since inception (June 2014).
Performance for Dynamic Premium Yield PLUS Fund Series A for the period ended December 31, 2023 is as follows: 26.14% (1 year), 14.62% (3 years), 11.31% (5 years), N/A (10 years), and 10.23% since inception (October 2018).
Performance for Dynamic Tactical Bond Private Pool Series A for the period ended December 31, 2023 is as follows: 5.75% (1 year), -3.60% (3 years), 0.05% (5 years), N/A (10 years), and 0.47% since inception (March 2015).
Performance for Dynamic U.S. Strategic Yield Fund Series A for the period ended December 31, 2023 is as follows: 7.40% (1 year), 5.59% (3 years), 6.75% (5 years), 6.05% (10 years), and 6.68% since inception (October 2013).