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 May 31, 2017)
Series 1 Month 3 Month 6 Month YTD
A -0.66% 1.21% 3.90% 0.62%
F -0.56% 1.47% 4.44% 1.02%
 
Long-term Annualized Compound Returns  (As at May 31, 2017)
Series 1 Year 3 Years 5 Years 10 Years Since Inception
A 9.22% 3.09% 6.63% 6.38% 8.94%
September 21, 2000
F 10.39% 4.22% 8.03% - 6.89%
June 21, 2011
 
Annual Compound Returns
Series 2013 2014 2015 2016
A 11.24% 8.38% -0.79% 10.37%
F 12.50% 9.50% 0.29% 11.66%
 
* 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.