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Working Opportunity Fund Balanced II (0P000073T7.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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3.4843-0.0020 (-0.06%)
As of 04:00PM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up4
Number of Years Down12
Best 1 Yr Total Return (Invalid Date)17.18%
Worst 1 Yr Total Return (Invalid Date)-34.11%
Best 3-Yr Total Return17.18%
Worst 3-Yr Total Return-14.93%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P000073T7.TOCategory
YTD5.00%0.00%
1-Month-2.40%0.00%
3-Month2.01%0.00%
1-Year-3.74%0.00%
3-Year-13.27%0.00%
5-Year-12.15%0.00%
10-Year-5.19%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P000073T7.TOCategory
2021
N/AN/A
2020
-34.11%N/A
2019
-0.85%N/A
2018
-5.75%N/A
2017
-30.18%N/A
2016
-5.85%N/A
2015
17.18%N/A
2014
14.19%-5.55%
2013
16.40%-6.88%
2012
-8.42%-10.13%
2011
-4.27%-6.62%
2010
-1.40%0.76%
2009
-5.17%-3.04%
2008
-7.77%-13.72%
2007
-3.80%-0.12%
2006
2.69%1.61%
2005
-8.27%1.78%
2004
N/A2.73%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20214.25%N/AN/AN/A
2020-24.67%-13.24%1.89%-1.06%
2019-1.67%2.46%0.05%-1.65%
20180.19%-0.56%-2.23%-3.24%
2017-2.46%-14.61%-4.67%-12.07%
2016-2.44%7.37%-0.47%-9.71%
20155.74%5.00%4.27%1.22%
20140.15%4.79%15.63%-5.91%
20139.91%5.57%0.78%-0.46%
2012-1.82%-1.18%-1.02%-4.64%
2011-3.79%-1.15%4.32%-3.50%
20100.31%2.95%-2.71%-1.86%
2009-2.95%-0.76%1.38%-2.87%
2008-0.14%-3.55%0.14%-4.38%
20072.49%-2.81%-2.63%-0.81%
20060.67%-3.74%6.11%-0.13%
2005-2.84%-2.54%-0.13%-3.00%
2004-5.45%-3.53%-1.22%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-3.03%
3-Year-13.00%
5-Year-15.93%
10-Year-4.93%