Market data is updated weekly by Saturday. 52 weeks is considered one year for ease of calculation purposes. Pro Tip: You can also change the dates after you search the first fund.
Fund symbol format as per Yahoo Finance.
Side-by-side fund comparisons for smarter investment decisions
Many income funds can look alike on the surface—especially when they invest in similar assets—but their performance can vary significantly. The COMPARE tool lets you quickly evaluate funds side by side across the same time periods, revealing key differences in income, and—most importantly—total returns. The unique “Sustainability Ratio” is a true game changer, helping you instantly see how the funds' distribution yield may impact the value (NAV) and stability of the fund over time. See at a glance how reinvesting your income versus taking it as cash impacts long-term returns and fund stability. Easily find the funds that align with your goals. As an added advantage, you can compare U.S. and Canadian income funds in one place—giving you valuable insights without the hassle of digging through multiple websites. Whether you’re selecting new funds or swapping existing ones, this powerful feature helps you quickly identify the best-performing options and make smarter, more confident investment decisions.