Three ATB Funds are FundGrade A+ award winners for 2022
Compass Portfolios receive recognition for consistent and outstanding risk-adjusted performance.
The FundGrade A+® Award is given annually to investment funds and their managers who have shown consistent, outstanding, risk-adjusted performance throughout the year. The FundGrade A+® award rating system identifies funds that have been consistent FundGrade A-Grade performers over the past year. It’s the only objective rating system based on risk-adjusted returns available in the market.
Achieving a FundGrade A+® Rating denotes inclusion in an exclusive group, because only about 6% of eligible investment fund products available in Canada have received a FundGrade A+® rating.
For 2022, the three ATB Funds that won FundGrade A+ awards were:
All three funds are multi-time FundGrade A+ award winners, with the Compass Conservative and Compass Conservative Balanced Portfolios winning 11 years in a row in the Canadian Fixed Income Balanced category.
Learn more 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. 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. To be eligible, a fund must have received a FundGrade rating every month in the previous year. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data used in the FundGrade A+ calculation, the accuracy is not guaranteed by Fundata
Compass Conservative Portfolio was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the Canadian Fixed Income Balanced (out of 247 funds). Performance for the fund for the period ended December 31, 2022 is as follows: -9.27% (1 year), 2.55% (3 years), 3.00% (5 years), 3.98% (10 years) and 4.46% (since inception-December 2002).
Compass Conservative Balanced Portfolio was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the Canadian Fixed Income Balanced (out of 247 funds). Performance for the fund for the period ended December 31, 2022 is as follows: -9.98% (1 year), 2.63% (3 years), 3.00% (5 years), 4.83% (10 years) and 5.32% (since inception-December 2002).
Compass Balanced Portfolio was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the Global Neutral Balanced (out of 950 funds). Performance for the fund for the period ended December 31, 2022 is as follows: -10.93% (1 year), 3.25% (3 years), 3.51% (5 years), 6.08% (10 years) and 5.94% (since inception-December 2002).
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.