Dynamic Funds wins 18 mutual fund and ETF awards at 2022 FundGrade A+® Awards

January 27, 2023

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 honoured to be recognized at the FundGrade A+ Awards again this year. We firmly believe that Legitimately Active Management® matters – in partnership with sound financial advice. Congratulations to our Investment Management team for these outstanding results for our clients,” says Mark Brisley, Managing Director, Dynamic Funds.

Dynamic Funds’ award-winning mutual funds and ETFs for 2022 are:

The end date for the FundGrade calculation is December 31, 2022.
FundGrade A+ WinnerCIFSC categoryNumber of funds in the categoryFundGrade Start Date
Dynamic Active Canadian Dividend ETF (DXC)Canadian Dividend & Income Equity2711/31/2018
Dynamic Active Crossover Bond ETF (DXO)High Yield Fixed Income1911/31/2018
Dynamic Active Preferred Shares ETF (DXP)Preferred Share Fixed Income501/31/2018
Dynamic Advantage Bond FundCanadian Fixed Income3111/31/2013
Dynamic Alternative Managed Risk Private PoolTactical Balanced1741/31/2019
Dynamic Canadian Dividend FundCanadian Dividend & Income Equity2711/31/2013
Dynamic Conservative Yield Private Pool Global Fixed Income Balanced4651/31/2016 
Dynamic Dividend Fund Canadian Dividend & Income Equity2711/31/2013
Dynamic Global Yield Private PoolGlobal Neutral Balanced9501/31/2016
Dynamic International Dividend Private PoolInternational Equity3991/31/2017 
Dynamic North American Dividend Private PoolNorth American Equity811/31/2016 
Dynamic Power Small Cap FundCanadian Small/Mid Cap Equity1261/31/2013 
Dynamic Precious Metals FundPrecious Metals Equity451/31/2013 
Dynamic Preferred Yield ClassPreferred Share Fixed Income501/31/2014 
Dynamic U.S. Balanced ClassGlobal Equity Balanced7351/31/2013
Dynamic U.S. Monthly Income FundGlobal Equity Balanced7351/31/2014
DynamicEdge Conservative Class PortfolioGlobal Fixed Income Balanced4651/31/2013
DynamicEdge Growth PortfolioGlobal Equity Balanced7351/31/2013 

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. FundGrade ratings are subject to change every month.

Performance for Dynamic Active Canadian Dividend ETF (DXC) for the period ended December 31, 2022 is as follows: -1.56% (1 year), 10.56% (3 years), 9.51% (5 years), N/A (10 years), and 10.15% since inception (January 2017).

Performance for Dynamic Active Crossover Bond ETF (DXO) for the period ended December 31, 2022 is as follows: -12.08% (1 year), 0.47% (3 years), 2.42 (5 years), N/A (10 years), and 2.98% since inception (January 2017).

Performance for Dynamic Active Preferred Shares ETF (DXP) for the period ended December 31, 2022 is as follows: -15.52% (1 year), 4.49% (3 years), 1.39 (5 years), N/A (10 years), and 3.48% since inception (January 2017).

Performance for Dynamic Advantage Bond Fund for the period ended December 31, 2022 is as follows: -12.18% (1 year), -1.86% (3 years), -0.21% (5 years), 0.56% (10 years), and 1.78% since inception (November 2000).

Performance for Dynamic Alternative Managed Risk Private Pool Series A for the period ended December 31, 2022 is as follows: -6.07% (1 year), 4.56% (3 years), N/A (5 years), N/A (10 years), and 5.83% since inception (October 2018).

Performance for Dynamic Canadian Dividend Fund Series A for the period ended December 31, 2022 is as follows: -3.29% (1 year), 9.18% (3 years), 6.67% (5 years), 7.71% (10 years), and 8.28% since inception (June 1978).

Performance for Dynamic Conservative Yield Private Pool for the period ended December 31, 2022 is as follows: -10.93% (1 year), -0.11% (3 years), N/A (5 years), N/A (10 years), and 2.28% since inception (October 2018).

Performance for Dynamic Dividend Fund Series A for the period ended December 31, 2022 is as follows: -3.8% (1 year), 6.3% (3 years), 6.4% (5 years), 8.70% (10 years), and 8.30% since inception (August 1985).

Performance for Dynamic Global Yield Private Pool for the period ended December 31, 2022 is as follows: -10.10% (1 year), 1.66% (3 years), N/A (5 years), N/A (10 years), and 4.21% since inception (October 2018).

Performance for Dynamic International Dividend Private Pool for the period ended December 31, 2022 is as follows: -17.99% (1 year), 1.37% (3 years), N/A (5 years), N/A (10 years), and 5.57% since inception (October 2018).

Performance for Dynamic North American Dividend Private Pool for the period ended December 31, 2022 is as follows: -0.75% (1 year), 7.42% (3 years), N/A (5 years), N/A (10 years), and 9.23% since inception (October 2018).

Performance for Dynamic Power Small Cap Fund Series A for the period ended December 31, 2022 is as follows: -20.33% (1 year), 14.91% (3 years), 9.47% (5 years), 7.59% (10 years), and 6.70% since inception (December 1995).

Performance for Dynamic Precious Metals Fund Series A for the period ended December 31, 2022 is as follows: -16.89% (1 year), 7.89% (3 years), 9.88% (5 years), 4.66% (10 years), and 6.90% since inception (January 1984).

Performance for Dynamic Preferred Yield Class Series A for the period ended December 31, 2022 is as follows: -16.02% (1 year), 3.66% (3 years), 0.69% (5 years), N/A (10 years), and 2.21% since inception (April 2013).

Performance for Dynamic U.S. Balanced Class Series A for the period ended December 31, 2022 is as follows: -22.13% (1 year), 4.46% (3 years), 7.01% (5 years), 8.21% (10 years), and 6.73% since inception (March 2011).

Performance for Dynamic U.S. Monthly Income Fund Series A for the period ended December 31, 2022 is as follows: -5.97% (1 year), 3.68% (3 years), 5.31% (5 years), N/A (10 years), and 6.60% since inception (September 2013).

Performance for DynamicEdge Conservative Class Portfolio for the period ended December 31, 2022 is as follows: -11.89% (1 year), -0.29% (3 years), 1.41% (5 years), 3.36% (10 years), and 3.32% since inception (February 2012).

Performance for DynamicEdge Growth Portfolio for the period ended December 31, 2022 is as follows: -17.26% (1 year), 3.14% (3 years), 4.15% (5 years), 7.13% (10 years), and 5.16% since inception (February 2008).