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Pembroke Canadian Balanced (0P000083XL.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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14.56+0.01 (+0.04%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.52%
5-Year Average Return9.72%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (Apr 22, 2024)21.60%
Worst 1 Yr Total Return (Apr 22, 2024)N/A
Best 3-Yr Total Return21.60%
Worst 3-Yr Total Return3.28%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P000083XL.TOCategory
YTD5.66%0.00%
1-Month2.31%0.00%
3-Month5.66%0.00%
1-Year16.07%0.00%
3-Year6.23%0.00%
5-Year10.14%0.00%
10-Year6.37%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P000083XL.TOCategory
2024
N/AN/A
2023
14.48%N/A
2022
-5.32%N/A
2021
11.30%N/A
2020
17.85%N/A
2019
15.26%N/A
2018
-11.38%N/A
2017
11.38%N/A
2016
15.22%N/A
2015
-7.45%N/A
2014
3.31%N/A
2013
21.60%N/A
2012
16.87%N/A
2011
6.18%N/A
2010
17.16%N/A
2009
20.86%N/A
2008
-25.50%N/A
2007
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.66%N/AN/AN/A
20234.21%2.80%-2.73%9.86%
2022-0.49%-8.46%-1.56%5.58%
20216.33%4.13%0.43%0.09%
2020-16.69%17.88%10.27%8.83%
20196.80%3.24%1.30%3.19%
2018-4.64%0.03%2.50%-9.35%
20172.80%2.18%1.18%4.80%
20165.80%4.94%3.18%0.59%
20150.67%-0.73%-7.05%-0.37%
20141.58%5.14%-1.18%-2.11%
20134.40%1.07%6.42%8.28%
20126.27%-0.24%6.14%3.86%
20114.67%1.76%-5.45%5.44%
20103.42%-2.27%7.70%7.63%
2009-2.35%8.39%8.69%5.05%
2008-2.61%1.21%-15.03%-11.05%
20070.65%-1.28%-0.53%N/A

Rank In Category (By Total Return)

YTD22
1-Month40
3-Month22
1-Year7
3-Year35
5-Year6

Load Adjusted Returns

1-Year16.07%
3-Year6.23%
5-Year10.14%
10-Year6.37%