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LON Gbl Balanced (M) 75/100 (PS1) (0P0000W860.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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21.85+0.03 (+0.12%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.69%
5-Year Average Return4.58%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (May 16, 2024)24.17%
Worst 1 Yr Total Return (May 16, 2024)N/A
Best 3-Yr Total Return24.17%
Worst 3-Yr Total Return1.01%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000W860.TOCategory
YTD3.13%0.00%
1-Month-2.56%0.00%
3-Month1.11%0.00%
1-Year4.47%0.00%
3-Year1.75%0.00%
5-Year3.58%0.00%
10-Year4.85%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000W860.TOCategory
2024
N/AN/A
2023
8.77%N/A
2022
-10.65%N/A
2021
6.04%N/A
2020
9.54%N/A
2019
9.73%N/A
2018
-0.40%N/A
2017
5.01%N/A
2016
3.58%N/A
2015
10.43%N/A
2014
7.68%N/A
2013
24.17%N/A
2012
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.85%N/AN/AN/A
20234.64%1.64%-3.93%6.46%
2022-7.49%-8.44%-1.91%7.54%
2021-0.57%3.13%-0.48%3.92%
2020-9.37%8.07%7.48%4.06%
20195.24%0.69%0.97%2.55%
2018-0.74%0.60%3.69%-3.80%
20174.65%0.77%-3.59%3.28%
20160.19%0.22%3.74%-0.55%
20158.71%-2.38%-0.34%4.40%
20142.13%0.56%-1.06%5.97%
20138.55%3.53%4.35%5.89%
2012-1.37%2.92%N/AN/A

Rank In Category (By Total Return)

YTD80
1-Month86
3-Month95
1-Year93
3-Year76
5-Year75

Load Adjusted Returns

1-Year4.47%
3-Year1.75%
5-Year3.58%
10-Year4.85%