Pender Small/Mid Cap Dividend Fund Performance
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| Annual Performance (%) Mar. 31 2024 | 1 Mo. | 3 Mo. | 6 Mo. | 1 Yr. | 3 Yr. | YTD | Since Inception1 | ||
|---|---|---|---|---|---|---|---|---|---|
| Class A | 2.5 | 9.3 | 12.2 | 14.5 | 5.0 | 9.3 | 15.3 | ||
| Class F | 2.6 | 9.6 | 12.8 | 15.7 | 6.1 | 9.6 | 16.3 | ||
| Annual Performance (%) | 2021 | 2022 | 2023 | Since Inception1 | |||||
| Class A | 27.3 | -12.0 | 3.9 | 15.3 | |||||
| Class F | 28.7 | -11.0 | 5.0 | 16.3 |
| 1Since Inception returns are from January 2020. All returns greater than a year are annual compounded returns. |
Growth of $10,000 Since Inception (January 2020)
| Date | Class F | |
|---|---|---|
| Jan'20 | 10000 | |
| Feb'20 | 9569 | |
| Mar'20 | 7298 | |
| Apr'20 | 8088 | |
| May'20 | 8774 | |
| Jun'20 | 9131 | |
| Jul'20 | 10437 | |
| Aug'20 | 11369 | |
| Sep'20 | 11339 | |
| Oct'20 | 11734 | |
| Nov'20 | 13221 | |
| Dec'20 | 14253 | |
| Jan'21 | 14146 | |
| Feb'21 | 15158 | |
| Mar'21 | 15692 | |
| Apr'21 | 16807 | |
| May'21 | 16646 | |
| Jun'21 | 17237 | |
| Jul'21 | 17237 | |
| Aug'21 | 17619 | |
| Sep'21 | 17996 | |
| Oct'21 | 18230 | |
| Nov'21 | 18345 | |
| Dec'21 | 18337 | |
| Jan'22 | 17968 | |
| Feb'22 | 18185 | |
| Mar'22 | 18391 | |
| Apr'22 | 16978 | |
| May'22 | 17447 | |
| Jun'22 | 16153 | |
| Jul'22 | 17087 | |
| Aug'22 | 16604 | |
| Sep'22 | 15176 | |
| Oct'22 | 15864 | |
| Nov'22 | 16439 | |
| Dec'22 | 16315 | |
| Jan'23 | 17079 | |
| Feb'23 | 16722 | |
| Mar'23 | 16226 | |
| Apr'23 | 16274 | |
| May'23 | 15850 | |
| Jun'23 | 16571 | |
| Jul'23 | 17160 | |
| Aug'23 | 16974 | |
| Sep'23 | 16640 | |
| Oct'23 | 15712 | |
| Nov'23 | 16324 | |
| Dec'23 | 17131 | |
| Jan'24 | 17719 | |
| Feb'24 | 18297 | |
| Mar'24 | 18769 |