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Mackenzie Cundill Value Class - I (0P000076Z5.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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23.62+0.07 (+0.28%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return Rating★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up13
Number of Years Down7
Best 1 Yr Total Return (Invalid Date)34.73%
Worst 1 Yr Total Return (Invalid Date)-24.92%
Best 3-Yr Total Return34.73%
Worst 3-Yr Total Return-6.13%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P000076Z5.TOCategory
YTD11.93%5.08%
1-Month-0.40%1.34%
3-Month1.95%5.08%
1-Year21.70%14.16%
3-Year-1.48%8.81%
5-Year1.90%12.06%
10-Year4.60%4.45%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P000076Z5.TOCategory
2021
N/AN/A
2020
-2.87%N/A
2019
10.47%N/A
2018
-18.07%N/A
2017
8.29%N/A
2016
11.92%N/A
2015
-3.64%11.85%
2014
3.27%9.94%
2013
34.73%28.57%
2012
16.05%11.96%
2011
-15.64%-6.72%
2010
10.23%6.83%
2009
15.55%16.36%
2008
-24.92%-29.63%
2007
-0.13%-5.14%
2006
10.32%17.29%
2005
13.09%7.29%
2004
12.79%5.68%
2003
36.89%11.28%
2002
-12.43%-20.06%
2001
9.38%-10.07%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20219.15%2.96%N/AN/A
2020-19.54%7.45%1.21%11.00%
201910.25%-1.73%-2.22%4.28%
2018-2.26%2.55%1.41%-19.40%
20173.30%-0.85%0.47%5.24%
2016-6.78%-1.93%8.82%12.50%
20152.60%-0.71%-8.92%3.86%
20142.07%-0.90%1.59%0.50%
20139.86%6.93%6.65%7.53%
201219.58%-11.77%0.75%9.18%
20114.18%-2.90%-17.80%1.46%
20103.13%-10.47%8.85%9.68%
2009-11.06%13.48%10.33%3.76%
2008-9.44%-2.52%-4.40%-11.03%
20072.16%3.09%-4.41%-0.79%
20063.40%-2.90%3.67%5.98%
20052.68%0.11%6.82%2.99%
20047.90%-1.58%-1.20%7.50%
2003-6.88%17.38%14.11%9.74%
20024.99%-4.28%-9.72%-3.49%
20017.59%3.80%-7.28%5.62%

Rank In Category (By Total Return)

YTD13
1-Month97
3-Month92
1-Year48
3-Year100
5-Year95

Load Adjusted Returns

1-Year26.26%
3-Year-0.48%
5-Year5.54%
10-Year4.50%