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Desjardins SocieTerra Positive Change D (0P0001EFI8.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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16.74+0.03 (+0.20%)
As of 04:00PM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.90%
5-Year Average Return14.63%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Mar 25, 2024)81.61%
Worst 1 Yr Total Return (Mar 25, 2024)N/A
Best 3-Yr Total Return81.61%
Worst 3-Yr Total Return-3.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001EFI8.TOCategory
YTD1.94%0.00%
1-Month3.59%0.00%
3-Month6.02%0.00%
1-Year8.55%0.00%
3-Year-4.57%0.00%
5-Year14.11%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001EFI8.TOCategory
2023
11.73%N/A
2022
-25.07%N/A
2021
7.96%N/A
2020
81.61%N/A
2019
22.53%N/A
2018
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20239.92%0.50%-8.53%10.56%
2022-13.46%-24.70%2.82%11.83%
20210.09%9.26%5.23%-6.18%
2020-0.21%33.60%18.01%15.43%
20196.84%-0.04%-0.57%15.39%
2018-11.03%N/AN/AN/A

Rank In Category (By Total Return)

YTD95
1-Month78
3-Month90
1-Year94
3-Year100
5-Year5

Load Adjusted Returns

1-Year8.55%
3-Year-4.57%
5-Year14.11%
10-YearN/A