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Mackenzie Cundill Value I (0P000076XV.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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12.39+0.06 (+0.50%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.55%
5-Year Average Return4.69%
Number of Years Up16
Number of Years Down8
Best 1 Yr Total Return (Apr 25, 2024)35.05%
Worst 1 Yr Total Return (Apr 25, 2024)N/A
Best 3-Yr Total Return35.05%
Worst 3-Yr Total Return-4.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P000076XV.TOCategory
YTD9.25%0.00%
1-Month5.13%0.00%
3-Month9.25%0.00%
1-Year20.24%0.00%
3-Year7.21%0.00%
5-Year5.62%0.00%
10-Year3.40%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P000076XV.TOCategory
2024
N/AN/A
2023
17.55%N/A
2022
-7.65%N/A
2021
13.41%N/A
2020
-2.74%N/A
2019
10.99%N/A
2018
-18.39%N/A
2017
8.46%N/A
2016
11.29%N/A
2015
-2.92%N/A
2014
2.66%N/A
2013
35.05%N/A
2012
15.81%N/A
2011
-15.46%N/A
2010
10.28%N/A
2009
15.56%N/A
2008
-24.83%N/A
2007
-1.16%N/A
2006
10.39%N/A
2005
13.20%N/A
2004
13.03%N/A
2003
35.95%N/A
2002
-13.33%N/A
2001
13.61%N/A
2000
22.13%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.25%N/AN/AN/A
20236.80%3.46%0.25%6.11%
2022-3.43%-11.15%-3.65%11.70%
20219.15%2.98%-0.82%1.74%
2020-19.44%7.47%1.22%10.98%
201910.45%-1.64%-2.16%4.41%
2018-2.21%2.53%1.47%-19.78%
20173.49%-0.85%0.46%5.21%
2016-6.86%-2.00%8.49%12.39%
20152.38%-0.39%-8.59%4.14%
20142.08%-0.96%1.29%0.25%
20139.96%6.94%6.66%7.68%
201219.44%-11.80%0.67%9.20%
20114.14%-2.81%-17.69%1.48%
20103.11%-10.37%8.85%9.64%
2009-11.17%13.51%10.45%3.78%
2008-8.78%-2.91%-4.28%-11.33%
20072.25%3.22%-4.64%-1.80%
20063.54%-2.83%3.64%5.87%
20052.62%0.11%6.95%3.03%
20047.89%-1.78%-1.26%8.03%
2003-5.93%15.63%13.73%9.90%
20024.83%-4.97%-9.99%-3.35%
20019.35%7.09%-9.21%6.85%
20004.58%10.80%1.93%3.40%

Rank In Category (By Total Return)

YTD54
1-Month3
3-Month54
1-Year41
3-Year50
5-Year92

Load Adjusted Returns

1-Year20.24%
3-Year7.21%
5-Year5.62%
10-Year3.40%