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U.S. Equity
|
Close (12-05-2025) |
$21.75 |
|---|---|
| Change |
-$0.13
(-0.59%)
|
| Open | - |
|---|---|
| Day Range | - - - |
| Volume | 0 |
As at October 31, 2025
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Inception Return (September 03, 2025): 7.33%
| Row Heading | Return | Annualized Return | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Mth | 3 Mth | 6 Mth | YTD | 1 Yr | 2 Yr | 3 Yr | 4 Yr | 5 Yr | 6 Yr | 7 Yr | 8 Yr | 9 Yr | 10 Yr | |
| Fund | 3.00% | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Benchmark | 3.05% | 9.59% | 25.45% | 14.49% | 22.34% | 30.15% | 23.77% | 15.58% | 18.85% | 17.51% | 17.07% | 16.09% | 16.39% | 15.44% |
| Category Average | 2.01% | 20.13% | 20.13% | 10.14% | 15.07% | 24.02% | 18.33% | 10.24% | 14.39% | 13.11% | 12.81% | 11.81% | 12.39% | 11.36% |
| Category Rank | 455 / 1,388 | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Quartile Ranking | 2 | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Return % | Nov | Dec | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | - | - | - | - | - | - | - | - | - | - | - | 3.00% |
| Benchmark | 6.59% | 0.26% | 3.46% | -1.62% | -6.04% | -4.57% | 5.88% | 4.21% | 3.75% | 1.28% | 5.00% | 3.05% |
4.21% (September 2025)
3.00% (October 2025)
| Return % | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | - | - | - | - | - | - | - | - | - | - |
| Benchmark | 20.77% | 8.65% | 13.80% | 3.98% | 25.18% | 16.07% | 28.16% | -12.52% | 23.32% | 36.01% |
| Category Average | 10.40% | 6.16% | 13.43% | -2.19% | 22.72% | 13.97% | 23.22% | -14.41% | 18.85% | 26.98% |
| Quartile Ranking | - | - | - | - | - | - | - | - | - | - |
| Category Rank | - | - | - | - | - | - | - | - | - | - |
-
-
| Standard Deviation | - | - | - |
|---|---|---|---|
| Beta | - | - | - |
| Alpha | - | - | - |
| Rsquared | - | - | - |
| Sharpe | - | - | - |
| Sortino | - | - | - |
| Treynor | - | - | - |
| Tax Efficiency | - | - | - |
| Volatility | - | - | - |
| Key Ratio | 1 Yr | 3 Yr | 5 Yr | 10 Yr |
|---|---|---|---|---|
| Standard Deviation | - | - | - | - |
| Beta | - | - | - | - |
| Alpha | - | - | - | - |
| Rsquared | - | - | - | - |
| Sharpe | - | - | - | - |
| Sortino | - | - | - | - |
| Treynor | - | - | - | - |
| Tax Efficiency | - | - | - | - |
| Start Date | September 03, 2025 |
|---|---|
| Instrument Type | Exchange Traded Fund |
| Share Class | Do-It-Yourself |
| Legal Status | - |
| Sales Status | Open |
| Currency | CAD |
| Distribution Frequency | Annual |
| Assets ($mil) | - |
| 52 Week High | $21.88 |
| 52 Week Low | $20.00 |
| Annual Dividend | - |
| Annual Yield | - |
| Index | - |
| Shares Outstanding | - |
| Registered Plan Eligible | Yes |
| Exposure | - |
|---|---|
| Asset Class High | - |
| Asset Class Medium | - |
| Asset Class Low | - |
| Leveraged | - |
| Inverse | - |
| Advisor Series | - |
| Covered Call Strategy | No |
Mackenzie Cyclical Tilt ETF seeks to provide long-term capital growth by investing primarily in equity securities of large and mid-capitalization companies, from across all sectors in the US, that are expected to exhibit greater sensitivity to the economic cycle.
In order to achieve its investment objectives, Mackenzie Cyclical Tilt ETF employs a systematic, rules-based methodology to construct a portfolio of companies from an investment universe that extends beyond traditionally recognized cyclical sectors such as consumer discretionary, financials, real estate, industrials, information technology, materials, and communication services.
| Portfolio Manager |
Mackenzie Financial Corporation |
|---|---|
| Sub-Advisor |
- |
| Fund Manager |
Mackenzie Financial Corporation |
|---|---|
| Custodian |
Canadian Imperial Bank of Commerce |
| Registrar |
TSX Trust Company |
| Distributor |
- |
| MER | - |
|---|---|
| Management Fee | 0.55% |
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