Pender Small Cap Opportunities Fund Performance
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| Annual Performance (%) Mar. 31 2024 | 1 Mo. | 3 Mo. | 6 Mo. | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | YTD | Since Inception1 |
|---|---|---|---|---|---|---|---|---|---|
| Class A | 8.4 | 18.6 | 26.0 | 21.4 | -2.3 | 11.1 | 10.7 | 18.6 | 14.0 |
| Class F | 8.5 | 18.9 | 26.7 | 22.6 | -1.3 | 12.3 | 11.9 | 18.9 | 15.1 |
| Annual Performance (%) | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | Since Inception1 |
| Class A | 26.1 | 8.5 | -16.3 | 19.2 | 46.3 | 24.7 | -29.3 | 5.0 | 14.0 |
| Class F | 27.4 | 9.6 | -15.4 | 20.3 | 47.8 | 26.0 | -28.5 | 6.2 | 15.1 |
| 1Since Inception returns are from June 2009. All returns greater than a year are annual compounded returns. |
Growth of $10,000 Since Inception (June 2009)
| Date | Class F | |
|---|---|---|
| Jun'09 | 10000 | |
| Jul'09 | 10250 | |
| Aug'09 | 10600 | |
| Sep'09 | 10654 | |
| Oct'09 | 10620 | |
| Nov'09 | 10270 | |
| Dec'09 | 10800 | |
| Jan'10 | 10720 | |
| Feb'10 | 10480 | |
| Mar'10 | 10840 | |
| Apr'10 | 11960 | |
| May'10 | 11437 | |
| Jun'10 | 11418 | |
| Jul'10 | 11850 | |
| Aug'10 | 11470 | |
| Sep'10 | 11849 | |
| Oct'10 | 12776 | |
| Nov'10 | 12707 | |
| Dec'10 | 13262 | |
| Jan'11 | 13406 | |
| Feb'11 | 14195 | |
| Mar'11 | 14003 | |
| May'11 | 14315 | |
| Jun'11 | 14308 | |
| Jul'11 | 14816 | |
| Aug'11 | 14125 | |
| Sep'11 | 14225 | |
| Oct'11 | 14688 | |
| Nov'11 | 13599 | |
| Dec'11 | 14157 | |
| Jan'12 | 15247 | |
| Feb'12 | 16042 | |
| Mar'12 | 16387 | |
| Apr'12 | 16037 | |
| May'12 | 16177 | |
| Jun'12 | 16729 | |
| Jul'12 | 16877 | |
| Aug'12 | 16937 | |
| Sep'12 | 17513 | |
| Oct'12 | 17776 | |
| Nov'12 | 17639 | |
| Dec'12 | 18707 | |
| Jan'13 | 19123 | |
| Feb'13 | 19324 | |
| Mar'13 | 19651 | |
| Apr'13 | 19874 | |
| May'13 | 20352 | |
| Jun'13 | 20402 | |
| Jul'13 | 21227 | |
| Aug'13 | 21406 | |
| Sep'13 | 22162 | |
| Oct'13 | 22807 | |
| Nov'13 | 23365 | |
| Dec'13 | 25127 | |
| Jan'14 | 25547 | |
| Feb'14 | 26119 | |
| Mar'14 | 26363 | |
| Apr'14 | 26449 | |
| May'14 | 27094 | |
| Jun'14 | 27217 | |
| Jul'14 | 27576 | |
| Aug'14 | 27926 | |
| Sep'14 | 27203 | |
| Oct'14 | 27520 | |
| Nov'14 | 28586 | |
| Dec'14 | 31353 | |
| Jan'15 | 32471 | |
| Feb'15 | 34081 | |
| Mar'15 | 34576 | |
| Apr'15 | 36931 | |
| May'15 | 36758 | |
| Jun'15 | 36154 | |
| Jul'15 | 34919 | |
| Aug'15 | 32807 | |
| Sep'15 | 32996 | |
| Oct'15 | 32906 | |
| Nov'15 | 33240 | |
| Dec'15 | 33925 | |
| Jan'16 | 32432 | |
| Feb'16 | 32367 | |
| Mar'16 | 33111 | |
| Apr'16 | 34382 | |
| May'16 | 35635 | |
| Jun'16 | 36511 | |
| Jul'16 | 38344 | |
| Aug'16 | 40037 | |
| Sep'16 | 40775 | |
| Oct'16 | 40740 | |
| Nov'16 | 41698 | |
| Dec'16 | 43207 | |
| Jan'17 | 44668 | |
| Feb'17 | 45079 | |
| Mar'17 | 45902 | |
| Apr'17 | 46852 | |
| May'17 | 46273 | |
| Jun'17 | 46613 | |
| Jul'17 | 46345 | |
| Aug'17 | 44460 | |
| Sep'17 | 45814 | |
| Oct'17 | 46721 | |
| Nov'17 | 46541 | |
| Dec'17 | 47349 | |
| Jan'18 | 49375 | |
| Feb'18 | 47084 | |
| Mar'18 | 46942 | |
| Apr'18 | 47760 | |
| May'18 | 49242 | |
| Jun'18 | 49038 | |
| Jul'18 | 48525 | |
| Aug'18 | 48313 | |
| Sep'18 | 47098 | |
| Oct'18 | 44580 | |
| Nov'18 | 42970 | |
| Dec'18 | 40052 | |
| Jan'19 | 42540 | |
| Feb'19 | 45625 | |
| Mar'19 | 45433 | |
| Apr'19 | 47021 | |
| May'19 | 46339 | |
| Jun'19 | 46175 | |
| Jul'19 | 45870 | |
| Aug'19 | 43251 | |
| Sep'19 | 44590 | |
| Oct'19 | 43960 | |
| Nov'19 | 46741 | |
| Dec'19 | 48185 | |
| Jan'20 | 49961 | |
| Feb'20 | 47427 | |
| Mar'20 | 33787 | |
| Apr'20 | 36400 | |
| May'20 | 41896 | |
| Jun'20 | 43364 | |
| Jul'20 | 46781 | |
| Aug'20 | 50188 | |
| Sep'20 | 49596 | |
| Oct'20 | 51908 | |
| Nov'20 | 61778 | |
| Dec'20 | 71228 | |
| Jan'21 | 76394 | |
| Feb'21 | 83946 | |
| Mar'21 | 84235 | |
| Apr'21 | 88718 | |
| May'21 | 86061 | |
| Jun'21 | 90173 | |
| Jul'21 | 87352 | |
| Aug'21 | 85415 | |
| Sep'21 | 88659 | |
| Oct'21 | 90377 | |
| Nov'21 | 91571 | |
| Dec'21 | 89738 | |
| Jan'22 | 82745 | |
| Feb'22 | 82554 | |
| Mar'22 | 81269 | |
| Apr'22 | 76206 | |
| May'22 | 70979 | |
| Jun'22 | 63989 | |
| Jul'22 | 65677 | |
| Aug'22 | 66857 | |
| Sep'22 | 58493 | |
| Oct'22 | 59647 | |
| Nov'22 | 60444 | |
| Dec'22 | 64148 | |
| Jan'23 | 67580 | |
| Feb'23 | 67337 | |
| Mar'23 | 66031 | |
| Apr'23 | 66285 | |
| May'23 | 63556 | |
| Jun'23 | 65319 | |
| Jul'23 | 66831 | |
| Aug'23 | 66059 | |
| Sep'23 | 63927 | |
| Oct'23 | 58163 | |
| Nov'23 | 64440 | |
| Dec'23 | 68097 | |
| Jan'24 | 70072 | |
| Feb'24 | 74667 | |
| Mar'24 | 80985 |