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Mackenzie Cundill Value Class - T5 (0P0000FWXH.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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8.37+0.02 (+0.27%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return Rating★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up8
Number of Years Down4
Best 1 Yr Total Return (Invalid Date)33.74%
Worst 1 Yr Total Return (Invalid Date)-18.67%
Best 3-Yr Total Return33.74%
Worst 3-Yr Total Return-4.90%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000FWXH.TOCategory
YTD11.45%5.08%
1-Month-0.46%1.34%
3-Month1.76%5.08%
1-Year20.81%14.16%
3-Year-2.20%8.81%
5-Year1.16%12.06%
10-Year3.84%4.45%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000FWXH.TOCategory
2021
N/AN/A
2020
-3.56%N/A
2019
9.67%N/A
2018
-18.67%N/A
2017
7.53%N/A
2016
11.10%N/A
2015
-4.37%11.85%
2014
2.51%9.94%
2013
33.74%28.57%
2012
15.19%11.96%
2011
-16.25%-6.72%
2010
9.46%6.83%
2009
14.77%16.36%
2008
N/A-29.63%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20218.95%2.77%N/AN/A
2020-19.68%7.26%1.03%10.80%
201910.06%-1.91%-2.41%4.09%
2018-2.42%2.35%1.23%-19.55%
20173.12%-1.04%0.29%5.06%
2016-6.95%-2.11%8.61%12.30%
20152.41%-0.89%-9.10%3.66%
20141.88%-1.08%1.40%0.31%
20139.67%6.73%6.45%7.33%
201219.35%-11.93%0.57%8.97%
20113.99%-3.08%-17.95%1.27%
20102.96%-10.62%8.65%9.48%
2009-11.21%13.29%10.15%3.58%
2008-2.67%-4.56%-11.18%N/A

Rank In Category (By Total Return)

YTD16
1-Month97
3-Month93
1-Year54
3-Year100
5-Year97

Load Adjusted Returns

1-Year25.34%
3-Year-1.20%
5-Year4.78%
10-Year3.74%