Price and Performance

Compare Portfolios Compass Portfolio results speak for themselves.

Compare Compass Portfolios’ performance metrics side by side to see how your portfolio stacks up against its sister portfolios. Those same metrics tell a story of steady returns for over a decade. Our approach has garnered recognition for ATB Investment Management Inc., as manager of the Compass Portfolio Series, by winning the Lipper Fund Awards for Best Mixed Asset Fund Group​ in 2012-2014.



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Portfolio
Asset PriceDaily Change $
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As of
Annual Target Return % % % % % %
Short Term
1 Month Performance % % % % % %
3 Month Performance % % % % % %
6 Month Performance % % % % % %
1 Year Performance % % % % % %
Year to Date Performance % % % % % %
As of
Long Term
3 Year Performance % % % % % %
5 Year Performance % % % % % %
10 Year Performance % % % % % %
Since Inception % % % % % %
As of
Annual
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Distribution
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