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Assumption/Louisbourg Momentum B (0P0000722X.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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57.28+0.40 (+0.70%)
As of 04:00PM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.58%
5-Year Average Return11.83%
Number of Years Up14
Number of Years Down8
Best 1 Yr Total Return (Apr 28, 2024)29.21%
Worst 1 Yr Total Return (Apr 28, 2024)N/A
Best 3-Yr Total Return29.21%
Worst 3-Yr Total Return-1.58%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000722X.TOCategory
YTD9.75%0.00%
1-Month7.75%0.00%
3-Month9.75%0.00%
1-Year0.96%0.00%
3-Year5.12%0.00%
5-Year11.69%0.00%
10-Year6.51%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000722X.TOCategory
2024
N/AN/A
2023
-6.32%N/A
2022
13.42%N/A
2021
5.80%N/A
2020
26.06%N/A
2019
25.90%N/A
2018
-14.55%N/A
2017
2.47%N/A
2016
29.21%N/A
2015
-7.12%N/A
2014
-3.12%N/A
2013
22.56%N/A
2012
-2.01%N/A
2011
-20.63%N/A
2010
24.66%N/A
2009
25.65%N/A
2008
-40.39%N/A
2007
22.84%N/A
2006
19.11%N/A
2005
31.74%N/A
2004
28.83%N/A
2003
38.87%N/A
2002
-23.44%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.75%N/AN/AN/A
20231.85%-3.07%-5.57%0.50%
202215.02%-6.75%-1.65%7.52%
20216.22%12.50%-7.63%-4.14%
2020-17.89%43.20%0.78%6.39%
201912.66%0.43%4.13%6.86%
2018-3.61%15.09%-3.02%-20.58%
2017-3.19%-4.48%1.63%9.04%
20166.19%24.12%-4.87%3.05%
20154.63%-2.80%-5.27%-3.59%
20146.09%4.93%-6.95%-6.46%
201310.41%0.32%4.42%5.97%
2012-1.11%-1.00%1.95%-1.82%
20117.60%-4.46%-21.58%-1.54%
20104.14%-5.70%13.08%12.25%
20093.87%-3.44%20.80%3.71%
2008-10.17%18.62%-27.93%-22.38%
20073.40%9.79%8.20%0.00%
200610.09%-6.55%-1.66%17.72%
20056.18%3.27%17.61%2.16%
200410.54%-5.11%9.04%12.64%
2003-7.90%15.73%15.68%12.63%
20023.75%-11.43%-3.45%-13.71%

Rank In Category (By Total Return)

YTD2
1-Month1
3-Month2
1-Year99
3-Year95
5-Year4

Load Adjusted Returns

1-Year0.96%
3-Year5.12%
5-Year11.69%
10-Year6.51%