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Assumption/Louisbourg Momentum A (0P000073CK.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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86.31-0.40 (-0.46%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.65%
5-Year Average Return12.64%
Number of Years Up14
Number of Years Down8
Best 1 Yr Total Return (Apr 22, 2024)30.41%
Worst 1 Yr Total Return (Apr 22, 2024)N/A
Best 3-Yr Total Return30.41%
Worst 3-Yr Total Return-0.26%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P000073CK.TOCategory
YTD9.99%0.00%
1-Month7.82%0.00%
3-Month9.99%0.00%
1-Year1.84%0.00%
3-Year6.04%0.00%
5-Year12.67%0.00%
10-Year7.46%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P000073CK.TOCategory
2024
N/AN/A
2023
-5.49%N/A
2022
14.42%N/A
2021
6.72%N/A
2020
27.16%N/A
2019
27.00%N/A
2018
-13.81%N/A
2017
3.36%N/A
2016
30.41%N/A
2015
-6.24%N/A
2014
-2.21%N/A
2013
23.72%N/A
2012
-0.51%N/A
2011
-19.38%N/A
2010
26.62%N/A
2009
27.58%N/A
2008
-39.48%N/A
2007
24.75%N/A
2006
20.96%N/A
2005
33.80%N/A
2004
30.84%N/A
2003
41.05%N/A
2002
-22.10%N/A
2001
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.99%N/AN/AN/A
20232.07%-2.86%-5.37%0.72%
202215.27%-6.54%-1.43%7.75%
20216.45%12.74%-7.43%-3.93%
2020-17.72%43.51%1.00%6.62%
201912.90%0.64%4.36%7.10%
2018-3.41%15.33%-2.81%-20.40%
2017-2.98%-4.28%1.85%9.27%
20166.44%24.41%-4.65%3.28%
20154.87%-2.57%-5.05%-3.36%
20146.33%5.17%-6.73%-6.24%
201310.65%0.56%4.67%6.22%
2012-0.72%-0.62%2.35%-1.48%
20118.02%-4.09%-21.27%-1.16%
20104.54%-5.33%13.53%12.70%
20094.26%-3.07%21.26%4.11%
2008-9.83%19.07%-27.66%-22.08%
20073.80%10.22%8.61%0.40%
200610.52%-6.19%-1.28%18.17%
20056.59%3.67%18.07%2.55%
200410.96%-4.74%9.46%13.08%
2003-7.55%16.18%16.13%13.07%
20024.34%-11.09%-3.07%-13.37%
2001-8.37%-8.40%15.98%N/A

Rank In Category (By Total Return)

YTD1
1-Month1
3-Month1
1-Year99
3-Year79
5-Year4

Load Adjusted Returns

1-Year1.84%
3-Year6.04%
5-Year12.67%
10-Year7.46%