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RBC Portefeuille équilibré sélect A (0P0000706A.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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31.61-0.08 (-0.24%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.02%
5-Year Average Return4.68%
Number of Years Up30
Number of Years Down7
Best 1 Yr Total Return (Apr 16, 2024)14.00%
Worst 1 Yr Total Return (Apr 16, 2024)N/A
Best 3-Yr Total Return14.00%
Worst 3-Yr Total Return1.96%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000706A.TOCategory
YTD5.43%0.00%
1-Month2.07%0.00%
3-Month5.43%0.00%
1-Year11.80%0.00%
3-Year3.41%0.00%
5-Year5.45%0.00%
10-Year5.61%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000706A.TOCategory
2024
N/AN/A
2023
10.23%N/A
2022
-12.52%N/A
2021
10.14%N/A
2020
10.01%N/A
2019
13.93%N/A
2018
-3.60%N/A
2017
8.70%N/A
2016
4.80%N/A
2015
5.45%N/A
2014
9.99%N/A
2013
14.00%N/A
2012
7.68%N/A
2011
-1.73%N/A
2010
6.62%N/A
2009
12.62%N/A
2008
-18.37%N/A
2007
2.44%N/A
2006
11.02%N/A
2005
10.47%N/A
2004
7.97%N/A
2003
13.76%N/A
2002
-6.85%N/A
2001
-2.65%N/A
2000
6.85%N/A
1999
10.07%N/A
1998
5.10%N/A
1997
11.27%N/A
1996
15.13%N/A
1995
14.62%N/A
1994
-2.39%N/A
1993
17.37%N/A
1992
6.01%N/A
1991
15.51%N/A
1990
0.46%N/A
1989
16.91%N/A
1988
7.45%N/A
1987
1.29%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.43%N/AN/AN/A
20233.95%1.26%-2.45%7.36%
2022-5.88%-10.29%-1.48%5.15%
20211.27%4.19%0.23%4.15%
2020-11.32%11.59%4.18%6.71%
20197.66%1.82%1.03%2.88%
2018-0.39%1.65%0.10%-4.88%
20173.05%0.97%0.68%3.76%
2016-1.24%1.63%4.19%0.22%
20156.45%-1.74%-2.55%3.45%
20143.56%1.89%1.43%2.77%
20134.70%-0.27%3.00%6.00%
20124.69%-1.85%2.62%2.12%
20111.65%-0.64%-5.93%3.42%
20100.95%-4.25%6.19%3.87%
2009-2.69%7.98%5.42%1.66%
2008-3.64%0.74%-8.91%-7.68%
20071.15%1.48%-0.46%0.26%
20064.33%-3.05%3.74%5.80%
20051.15%2.50%4.09%2.35%
20043.10%-0.29%-0.11%5.16%
2003-4.13%7.71%2.99%6.98%
20021.72%-5.07%-7.80%4.62%
2001-4.42%-0.00%-3.57%5.63%
20005.67%1.37%1.80%-2.02%
1999-0.18%2.90%-0.34%7.53%
19986.97%-0.34%-8.41%7.64%
1997-0.16%6.48%6.34%-1.57%
19962.68%0.91%3.23%7.64%
19953.32%4.58%1.72%4.28%
1994-1.62%-3.00%3.38%-1.06%
19934.56%4.74%2.79%4.26%
1992-1.12%2.86%1.70%2.49%
19916.07%-0.16%3.19%5.70%
1990-4.09%2.31%-1.76%4.20%
19894.05%6.73%3.33%1.88%
19883.97%2.51%-1.12%1.97%
19877.32%0.34%1.44%-7.27%

Rank In Category (By Total Return)

YTD30
1-Month38
3-Month30
1-Year29
3-Year52
5-Year36

Load Adjusted Returns

1-Year11.80%
3-Year3.41%
5-Year5.45%
10-Year5.61%