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 March 31, 2018)
Series 1 Month 3 Month 6 Month YTD
A -2.93% -3.53% -2.05% -3.53%
F -2.85% -3.29% -1.48% -3.29%
 
Long-term Annualized Compound Returns  (As at March 31, 2018)
Series 1 Year 3 Years 5 Years 10 Years Since Inception
A -1.43% 1.74% 4.79% 6.21% 8.40%
September 21, 2000
F -0.35% 2.85% 5.94% - 5.92%
June 21, 2011
 
Annual Compound Returns
Series 2014 2015 2016 2017
A 8.38% -0.79% 10.37% 2.69%
F 9.50% 0.29% 11.66% 3.81%
 
* 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.