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Working Opportunity Fund Balanced I (0P000071BR.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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4.1326-0.0052 (-0.13%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up13
Number of Years Down15
Best 1 Yr Total Return (Invalid Date)16.96%
Worst 1 Yr Total Return (Invalid Date)-30.46%
Best 3-Yr Total Return16.96%
Worst 3-Yr Total Return-13.48%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P000071BR.TOCategory
YTD4.09%0.00%
1-Month-2.11%0.00%
3-Month1.70%0.00%
1-Year-3.53%0.00%
3-Year-11.88%0.00%
5-Year-10.79%0.00%
10-Year-4.19%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P000071BR.TOCategory
2021
N/AN/A
2020
-30.46%N/A
2019
-1.05%N/A
2018
-5.87%N/A
2017
-27.28%N/A
2016
-5.07%N/A
2015
16.96%N/A
2014
14.97%-5.55%
2013
14.66%-6.88%
2012
-6.18%-10.13%
2011
-4.15%-6.62%
2010
-0.44%0.76%
2009
-4.10%-3.04%
2008
-6.23%-13.72%
2007
-2.84%-0.12%
2006
3.47%1.61%
2005
-7.75%1.78%
2004
-6.44%2.73%
2003
4.70%0.85%
2002
-22.93%-8.18%
2001
-11.50%-12.24%
2000
24.95%14.80%
1999
50.54%31.41%
1998
0.78%-2.42%
1997
7.00%4.14%
1996
9.89%2.48%
1995
4.80%-0.17%
1994
1.56%0.92%
1993
1.99%3.66%
1992
N/A2.01%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20213.40%N/AN/AN/A
2020-21.86%-11.38%1.44%-1.01%
2019-1.46%2.01%-0.02%-1.54%
2018-0.49%-0.49%-1.98%-3.03%
2017-2.14%-13.21%-4.05%-10.77%
2016-2.03%6.78%-0.32%-8.96%
20155.35%4.74%4.19%1.72%
20141.44%4.53%14.63%-5.41%
20139.23%5.28%1.15%-1.42%
2012-1.08%-0.63%-0.63%-3.96%
2011-3.70%-0.92%4.04%-3.43%
20100.59%2.93%-2.42%-1.46%
2009-2.69%-0.73%1.32%-2.02%
20080.13%-2.91%0.41%-3.94%
20072.58%-2.64%-2.32%-0.40%
20060.93%-3.57%6.16%0.13%
2005-2.71%-2.28%-0.13%-2.85%
20043.45%-5.45%-3.41%-0.97%
2003-1.45%7.09%2.85%-3.55%
2002-3.53%-8.28%-2.73%-10.46%
2001-5.18%-0.35%-9.30%3.26%
200019.71%-1.72%6.02%0.16%
19990.46%-1.54%34.38%13.26%
19981.25%2.46%-4.05%1.25%
19971.83%0.49%3.91%0.63%
19962.01%5.92%0.85%0.84%
19950.77%0.95%1.13%1.87%
19940.97%-0.77%0.97%0.39%
19930.00%0.20%0.60%1.18%
19920.00%0.60%0.00%N/A

Rank In Category (By Total Return)

YTDN/A
1-MonthN/A
3-MonthN/A
1-YearN/A
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year-2.88%
3-Year-11.64%
5-Year-14.41%
10-Year-3.94%