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Barometer Disciplined Leadership Equity Fund - Class A (0P000125RH.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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18.750.00 (0.00%)
At close: 4:00PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up5
Number of Years Down1
Best 1 Yr Total Return (Invalid Date)41.02%
Worst 1 Yr Total Return (Invalid Date)-22.49%
Best 3-Yr Total Return41.02%
Worst 3-Yr Total Return-3.76%

Trailing Returns (%) Vs. Benchmarks

Return0P000125RH.TOCategory
YTD18.09%5.08%
1-Month2.89%1.34%
3-Month6.73%5.08%
1-Year48.20%14.16%
3-Year11.50%8.81%
5-Year8.20%12.06%
10-Year0.00%4.45%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P000125RH.TOCategory
2021
N/AN/A
2020
41.02%N/A
2019
9.00%N/A
2018
-22.49%N/A
2017
10.68%N/A
2016
3.91%N/A
2015
6.75%11.85%
2014
N/A9.94%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20212.78%10.52%N/AN/A
2020-12.82%32.40%0.17%21.97%
20195.06%3.35%-4.38%4.98%
2018-1.06%2.12%1.37%-24.32%
2017-0.22%3.52%0.27%6.87%
2016-4.85%5.87%3.73%-0.56%
20159.01%0.43%-3.85%1.41%
20148.38%-3.04%-0.52%N/A

Rank In Category (By Total Return)

YTD8
1-Month8
3-Month3
1-Year9
3-Year48
5-Year69

Load Adjusted Returns

1-Year38.79%
3-Year10.24%
5-Year9.09%
10-YearN/A