Skip navigation

Globefund 5-Star Ratings
Globe Investor is pleased to offer the Fund Star-Rating service, a simple rating for most mutual funds in Canada. Developed in conjunction with Algorithmics Inc, a fund's star rating will help you understand how well it has been doing relative to similar funds.

The ratings are available on your Fundlist by clicking on the yellow Short-term, Long-term or 5-Star Ratings tabs near the top of the table. You can also use our new Fund Lookup tool. Just use the options on the left to find the fund you're looking for and the star rating is shown beside each fund.

Funds are ranked from one to five stars, with the top-ranked funds getting five stars. While past performance does not guarantee future performance, our historical testing of this rating system has shown that, on average, top-rated funds have tended to outperform their peers over a six-month to two-year horizon. Read more about how the star-rating system works.

Our rating system provides a useful gauge of the funds we follow. However, we do not suggest that you use it as the single decision point for the suitability of a fund for your needs. Be sure to study all of the information you can gather on any fund before you invest.

You can use the Fund Filter to screen for funds based on their Star Rating, or use this handy listing of all funds that received the highest possible rating.

Globefund 5-Star Funds
as of April 24, 2018
Funds 1 to 50 from 1547 found

Sort by: Asset Class (Click on a column heading to sort up or down)
Fund Name Globefund 5-Star Rating 1 Yr Return 2 Yr Return 3 Yr Return Asset Class Chart/Info
AGF U.S. Small-Mid Cap -F 5 stars 17.25 20.62 10.85 10.85 Chart    
AGF U.S. Small-Mid Cap -F USD 5 stars 21.03 21.11 10.27 10.27 Chart    
AGF U.S. Small-Mid Cap -MF 5 stars 15.81 19.07 9.33 9.33 Chart    
AGF U.S. Small-Mid Cap -MF USD 5 stars 19.52 19.56 8.76 8.76 Chart    
AGF U.S. Small-Mid Cap -Q 5 stars 18.76 22.10 12.21 12.21 Chart    
Agilith North American Diversified 5 stars 20.53 17.53 5.54 5.54 Chart    
AlphaNorth Partners Class A 5 stars 27.22 52.82 9.83 9.83 Chart    
AlphaNorth Partners Class D 5 stars 26.50 51.95 9.21 9.21 Chart    
BMO EW US Banks Hgd CAD Index ETF 5 stars 18.01 33.17 15.32 15.32 Chart    
BMO Equal Weight REITs Index ETF 5 stars 11.20 11.24 6.37 6.37 Chart    
BMO Equal Weight US Banks Inx ETF 5 stars 15.54 33.45 16.49 16.49 Chart    
BMO Global Energy Class - Advisor 5 stars 5.35 8.43 -0.19 -0.19 Chart    
BMO Global Energy Class F 5 stars 6.74 9.88 1.14 1.14 Chart    
BMO Global Energy Class Series A 5 stars 5.31 8.41 -0.21 -0.21 Chart    
BMO Global Small Cap - F 5 stars 12.69 13.27 7.67 7.67 Chart    
BMO Global Small Cap - F US$ 5 stars 16.32 13.73 7.06 7.06 Chart    
BMO Greater China Class - F 5 stars 31.69 26.42 12.86 12.86 Chart    
BMO Greater China Class Series A 5 stars 29.55 24.37 11.03 11.03 Chart    
BMO Junior Gold Index ETF 5 stars 1.19 15.95 15.11 15.11 Chart    
BMO S&P/TSX EW Gbl Base Metals ETF 5 stars 15.80 35.32 3.13 3.13 Chart    
BP S&P 500 VIX Short-Term Futrs ETF 5 stars -24.08 -58.52 6.08 6.08 Chart    
Barometer Long Short Pool Class A 5 stars 20.70 14.61 4.51 4.51 Chart    
CC&L Global Alpha Cl F 5 stars 9.49 15.71 10.31 10.31 Chart    
CC&L Q Emerging Markets Equity Fund 5 stars 24.74 25.94 13.38 13.38 Chart    
CIBC Emerging Markets Class A 5 stars 24.24 23.62 10.86 10.86 Chart    
Clarica SF CI Sg Glo REource 5 stars -0.58 13.35 -1.23 -1.23 Chart    
Clarica SF CI Sg Glo REource DSC 5 stars -0.54 13.37 -1.23 -1.23 Chart    
Counsel Global Small Cap A 5 stars 13.05 10.96 6.48 6.48 Chart    
Counsel Global Small Cap I 5 stars 15.69 13.70 9.22 9.22 Chart    
Counsel Global Small Cap P 5 stars 15.69 13.70 9.22 9.22 Chart    
Counsel Global Small Cap Sr F 5 stars 14.29 12.23 7.74 7.74 Chart    
Dundee Global Resource Cl Sr A 5 stars 0.40 7.43     Chart    
Dundee Global Resource Cl Sr F 5 stars 3.17 9.65     Chart    
Dynamic Energy Income Fund FT 5 stars -2.69 6.08     Chart    
Dynamic Financial Services Series A 5 stars 15.07 20.89 12.86 12.86 Chart    
Dynamic Financial Services Series F 5 stars 16.36 22.29 14.19 14.19 Chart    
Dynamic Financial Services Series G 5 stars 15.20 21.08 13.05 13.05 Chart    
Dynamic Financial Services Series T 5 stars 16.54 21.70 13.39 13.39 Chart    
Dynamic Global Growth Opp - Sr A 5 stars 29.32 25.05 11.23 11.23 Chart    
Dynamic Global Growth Opp - Sr F 5 stars 29.70 25.55 12.03 12.03 Chart    
Dynamic Precious Metals Fund A 5 stars -4.45 9.56 18.66 18.66 Chart    
Dynamic Precious Metals Fund F 5 stars -3.04 11.21 20.37 20.37 Chart    
Dynamic Precious Metals-Sr G 5 stars -4.27 9.72 18.94 18.94 Chart    
East Coast Invest Grade II Class G 5 stars 6.69 10.84     Chart    
Fid Canadian Opportunities Sr P3 5 stars 0.21 10.68     Chart    
Fid Glo Intrinsic Val Cl Sr P5 USD 5 stars 15.72 16.36     Chart    
Fid Special Situations Cl Sr P2 5 stars 17.17 19.78     Chart    
Fid Special Situations Cl Sr P3 5 stars 17.25 19.87     Chart    
Fid Special Situations Cl Sr P4 5 stars 17.22 19.90     Chart    
Fidelity AsiaStar Class Series E4 5 stars 27.16 19.82     Chart    
Next
Methodology provided by Algorithmics Inc.

How It Works

Funds are ranked against their peers based on IFSC fund category. You can read more about a fund category by using the Fund Lookup Tool. Choose a Fund Category on the left and a description of each category will be shown with your results.

Mutual funds and segregated funds, which offer a guaranteed rate of return at maturity, are rated independently. As well, funds that focus on a unique strategy that is not comparable to other funds in a category are not rated. The IFSC calls these the miscellaneous fund category.

Funds often offer different series, corporate classes and foreign-currency versions. All of these variations share the same rating as the core fund. To qualify for a rating the core fund must be at least two-years old and there must be at least six core funds in the fund category for any of the funds in that category to receive a rating.

Funds compete with each other in terms of the best score and hence the best rating. A fund's score is a combination of return and regret and is determined as follows.

On a monthly basis, for each fund, we compute month-by-month returns and subtract from these the return of the 90-day Government of Canada Treasury bill to get what is known as the risk-free return for each month. If this result is positive for any one month, it contributes to the fund's return. If it is negative, it contributes to the fund's regret.

We then use an averaging method across each of these returns and regrets, with increasing weight on the most recent data, to derive a final measure for return and regret for each fund. The final score for a fund is then computed as the return score minus an adjusted regret score, where the adjustment factor for the regret component is unique for each fund category.

Using the final scores for each of the core funds in an asset class, we rank them and then allocate a star rating for each. The top 10 per cent of funds receive a five-star rating, the next 22.5 per cent a four-star rating, the middle 35 per cent a three-star rating, the next 22.5 per cent a two-star rating and the bottom 10 percent of funds a one-star rating.

The Fund Star-Rating service uses many of the elements of the Mark-to-Future methodology pioneered by Algorithmics Inc. They were founded in 1989 in response to the complex issues surrounding financial risk management for the enterprise. Today, as the leading provider with the largest and most experienced team in the industry, Algorithmics continues to focus its efforts on creating and implementing enterprise risk management software that meets the evolving needs of its customers. Continuing its tradition of leading the way in risk measurement and management tools and processes, Algorithmics recently introduced Mark-To-Future, an open and comprehensive framework for measuring risk and reward. Headquartered in Toronto, with 14 offices around the world, Algorithmics serves more than 90 global financial institutions with 140 installations worldwide.

Back to top