Canada markets closed

Tangerine Balanced Portfolio (F000000S68.TO)

YHD - YHD Delayed Price. Currency in CAD
Add to watchlist
14.64-0.07 (-0.48%)
At close: 06:07PM EDT

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up9
Number of Years Down1
Best 1 Yr Total Return (Invalid Date)14.71%
Worst 1 Yr Total Return (Invalid Date)-2.16%
Best 3-Yr Total Return14.71%
Worst 3-Yr Total Return3.43%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnF000000S68.TOCategory
YTD5.29%2.83%
1-Month1.77%0.75%
3-Month2.87%2.83%
1-Year2.94%9.58%
3-Year6.61%5.80%
5-Year5.60%7.24%
10-Year8.09%4.23%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
F000000S68.TOCategory
2018
-2.16%N/A
2017
7.77%N/A
2016
4.95%N/A
2015
6.13%5.37%
2014
10.37%8.71%
2013
14.71%12.80%
2012
7.53%8.09%
2011
0.33%-1.69%
2010
6.45%8.65%
2009
10.84%17.29%
2008
N/A-17.16%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2018-0.42%2.61%0.27%-4.50%
20172.91%0.65%0.29%3.75%
2016-1.85%1.73%4.48%0.61%
20156.60%-1.58%-2.38%3.63%
20143.93%2.27%1.23%2.58%
20134.62%-0.09%3.49%6.04%
20124.37%-1.60%2.74%1.90%
20111.64%0.00%-4.23%3.07%
20100.64%-3.73%6.53%3.13%
2009-3.91%8.27%5.62%0.87%
20080.20%-7.97%-5.84%N/A

Rank In Category (By Total Return)

YTD37
1-Month48
3-Month26
1-Year28
3-Year25
5-Year23

Load Adjusted Returns

1-Year2.94%
3-Year6.61%
5-Year5.60%
10-Year8.09%