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10th Street Balanced Fund

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Global Equity Balanced

NAVPS
(02-10-2026) 		$10.00
Change -

As at January 31, 2026

No data available

Fund Returns

Inception Return (February 10, 2026): -

Fund Returns
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 - - - - - - - - - - - - - -
Benchmark 1.51% 0.17% 8.32% 1.51% 11.23% 17.55% 15.36% 10.15% 9.53% 9.79% 10.44% 9.20% 9.87% 9.53%
Category Average 1.35% 1.37% 7.54% 1.35% 9.59% 14.07% 11.75% 7.51% 7.83% 7.65% 8.19% 6.72% 7.15% 7.26%
Category Rank - - - - - - - - - - - - - -
Quartile Ranking - - - - - - - - - - - - - -

Monthly Return

Monthly Return
Return % Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan
Fund - - - - - - - - - - - -
Benchmark -0.48% -3.00% -2.54% 3.76% 3.03% 2.10% 1.67% 4.09% 2.18% -0.22% -1.10% 1.51%

Best Monthly Return Since Inception

-

Worst Monthly Return Since Inception

-

Calendar Return (%)

Calendar Return
Return % 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Fund - - - - - - - - - -
Benchmark 3.66% 11.99% 0.72% 16.29% 12.17% 11.33% -12.03% 15.07% 21.57% 13.15%
Category Average 4.92% 9.31% -5.49% 15.12% 8.09% 12.42% -11.85% 11.42% 15.99% 11.72%
Quartile Ranking - - - - - - - - - -
Category Rank - - - - - - - - - -

Best Calendar Return (Last 10 years)

-

Worst Calendar Return (Last 10 years)

-

Asset Allocation

Sector Allocation

Geographic Allocation

Top Holdings

Equity Style

Equity style data not available

Fixed Income Style

Fixed income style data not available

Risk vs Return (3 Yr)

3 Yr Annualized

Standard Deviation - - -
Beta - - -
Alpha - - -
Rsquared - - -
Sharpe - - -
Sortino - - -
Treynor - - -
Tax Efficiency - - -
Volatility - - -

Risk Rating

Rating Not Available

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation - - - -
Beta - - - -
Alpha - - - -
Rsquared - - - -
Sharpe - - - -
Sortino - - - -
Treynor - - - -
Tax Efficiency - - - -

Fund Details

Start Date February 10, 2026
Instrument Type Exempt Product
Share Class -
Legal Status -
Sales Status Open
Currency CAD
Distribution Frequency No Distribution
Assets ($mil) -

Fund Codes

FundServ Code Load Code Sales Status
RJI250

Investment Objectives

-

Investment Strategy

-

Portfolio Management

Management and Organization

Investment Minimums

RSP Eligible Yes
PAC Allowed No
PAC Initial Investment -
PAC Subsequent -
SWP Allowed No
SWP Min Balance -
SWP Min Withdrawal -

Fees

MER -
Management Fee -
Load No Load
FE Max -
DSC Max -
Trailer Fee Max (FE) -
Trailer Fee Max (DSC) -
Trailer Fee Max (NL) -
Trailer Fee Max (LL) -

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