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RBC Indigo Diversified Balanced Inv Ser (0P000075YQ.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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16.34+0.10 (+0.61%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.27%
5-Year Average Return4.29%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (May 1, 2024)13.04%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return13.04%
Worst 3-Yr Total Return1.71%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P000075YQ.TOCategory
YTD4.78%0.00%
1-Month2.23%0.00%
3-Month4.78%0.00%
1-Year10.89%0.00%
3-Year4.71%0.00%
5-Year4.95%0.00%
10-Year4.78%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P000075YQ.TOCategory
2024
N/AN/A
2023
10.20%N/A
2022
-9.23%N/A
2021
12.50%N/A
2020
3.04%N/A
2019
12.20%N/A
2018
-5.46%N/A
2017
7.91%N/A
2016
6.62%N/A
2015
3.67%N/A
2014
7.65%N/A
2013
13.04%N/A
2012
7.79%N/A
2011
-2.54%N/A
2010
5.94%N/A
2009
12.35%N/A
2008
-15.37%N/A
2007
0.20%N/A
2006
9.76%N/A
2005
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.78%N/AN/AN/A
20234.13%0.88%-2.55%7.65%
2022-3.09%-9.82%-0.77%4.68%
20212.70%4.15%0.77%4.37%
2020-13.84%8.82%3.12%6.57%
20197.08%1.39%0.57%2.76%
2018-1.40%1.67%-0.06%-5.63%
20172.88%0.06%0.87%3.92%
2016-1.58%0.84%4.81%2.50%
20155.55%-1.09%-3.78%3.20%
20143.73%2.27%0.23%1.24%
20133.74%-0.50%3.61%5.70%
20124.93%-2.14%2.46%2.45%
20112.02%-0.80%-5.98%2.43%
20100.65%-3.46%5.72%3.13%
2009-3.23%8.29%5.84%1.29%
2008-2.49%0.08%-7.35%-6.41%
20070.32%0.21%0.03%-0.35%
20063.71%-3.81%3.63%6.18%
20052.74%N/AN/AN/A

Rank In Category (By Total Return)

YTD48
1-Month26
3-Month48
1-Year42
3-Year25
5-Year48

Load Adjusted Returns

1-Year10.89%
3-Year4.71%
5-Year4.95%
10-Year4.78%