Middlefield Funds
 
1.888.890.1868   Home   Contact   UK Site   Site Index
 
Site Search
Mutual Funds
 
Income Plus Class    
Performance *

FE:MID800 / LL:MID849
DSC:MID850 / F Series:MID801

Short-term Compound Returns  (As at July 31, 2019)
Series 1 Month 3 Month 6 Month YTD
A 2.01% -1.65% 6.47% 12.88%
F 2.09% -1.42% 7.05% 13.55%
 
Long-term Annualized Compound Returns  (As at July 31, 2019)
Series 1 Year 3 Years 5 Years 10 Years Since Inception
A 2.34% 4.07% 2.79% 6.90% 8.18%
September 21, 2000
F 3.40% 5.20% 3.90% - 6.01%
June 21, 2011
 
Annual Compound Returns
Series 2015 2016 2017 2018
A -0.79% 10.37% 2.69% -8.42%
F 0.29% 11.66% 3.81% -7.41%
 
* Based on NAV
 
 
 
     
Links
  Mutual Funds
  TSX-Listed Funds
  Resource Funds
  International Funds
  Merchant Banking Prospectuses
  Real Estate Group Disclaimer
  Advisor Login Privacy
     
  Follow us:  Linkedin
   
 
Contact Us
Middlefield Group © 2013. All rights reserved.