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Tangerine Balanced Growth Portfolio (0P0000ACFS.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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20.18-0.01 (-0.05%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.72%
5-Year Average Return6.63%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (Apr 22, 2024)19.23%
Worst 1 Yr Total Return (Apr 22, 2024)N/A
Best 3-Yr Total Return19.23%
Worst 3-Yr Total Return3.81%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000ACFS.TOCategory
YTD6.59%0.00%
1-Month2.49%0.00%
3-Month6.59%0.00%
1-Year14.00%0.00%
3-Year6.47%0.00%
5-Year7.57%0.00%
10-Year7.24%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000ACFS.TOCategory
2024
N/AN/A
2023
12.93%N/A
2022
-10.24%N/A
2021
14.52%N/A
2020
8.81%N/A
2019
16.08%N/A
2018
-2.89%N/A
2017
9.45%N/A
2016
6.20%N/A
2015
7.09%N/A
2014
11.13%N/A
2013
19.23%N/A
2012
8.97%N/A
2011
-2.10%N/A
2010
6.89%N/A
2009
12.61%N/A
2008
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.59%N/AN/AN/A
20235.59%1.75%-2.79%8.13%
2022-4.42%-10.79%-1.31%6.67%
20212.53%5.04%0.85%5.44%
2020-11.15%11.51%3.42%6.19%
20198.52%1.95%1.53%3.35%
2018-0.60%3.23%0.72%-6.03%
20173.40%0.63%0.83%4.32%
2016-2.34%1.63%5.03%1.88%
20157.33%-1.56%-2.94%4.43%
20144.36%2.42%1.30%2.64%
20135.75%0.58%4.33%7.45%
20125.70%-2.49%3.19%2.47%
20112.11%-0.62%-6.65%3.34%
20100.67%-5.19%7.57%4.11%
2009-5.10%10.13%6.49%1.19%
20080.41%-9.74%-8.45%N/A

Rank In Category (By Total Return)

YTD47
1-Month34
3-Month47
1-Year39
3-Year20
5-Year20

Load Adjusted Returns

1-Year14.00%
3-Year6.47%
5-Year7.57%
10-Year7.24%