Steadyhand Builders Fund
A one-stop solution for growth-oriented investors
NAV$15.7222
AUM$289.8M
Inception2019-02-15
Data as at 2026-10-23
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All posted fund returns are after all fees. | Data as at 2026-09-30 | Inception: 2019-02-15
After-fee Compound Annualized Returns (%)
| Series / Benchmark | YTD | 3M | 1Y | 3Y | 5Y | Incep. |
|---|---|---|---|---|---|---|
| Fund | 5.90% | -2.09% | 7.93% | 12.83% | 6.63% | 7.61% |
| Morningstar Developed Markets Index | 13.8% | 15.5% | 26.6% | 21.8% | 14.0% | 14.6% |
| Morningstar Canada Index | 10.9% | 7.0% | 32.4% | 23.5% | 14.5% | 14.3% |
After-fee Calendar Year Returns (%)
| Series / Benchmark | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | — | — | — | — | — | — | 8.68% | 6.91% | 14.67% | -12.14% | 10.94% | 14.12% | 11.43% |
| Morningstar Developed Markets Index | 35.8% | 14.5% | 19.1% | 4.2% | 14.4% | -1.2% | 20.9% | 13.7% | 19.6% | -12.4% | 19.6% | 28.2% | 15.5% |
| Morningstar Canada Index | 12.0% | 9.5% | -9.3% | 20.6% | 8.5% | -9.7% | 21.7% | 4.9% | 23.9% | -6.2% | 11.3% | 22.2% | 31.4% |
Distributions ($/unit)
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD | |
|---|---|---|---|---|---|---|---|---|
| Income | 0.13 | 0.02 | 0.06 | 0.23 | 0.07 | 0.03 | 0.13 | — |
| Capital Gains | 0.09 | — | 0.46 | — | 0.09 | 0.12 | — | — |
| Total | 0.22 | 0.02 | 0.52 | 0.23 | 0.16 | 0.15 | 0.13 | — |