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Universal Life Beneva US Equity S&P 500 (0P0001FAC8.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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28.69+0.14 (+0.48%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.77%
5-Year Average Return10.67%
Number of Years Up8
Number of Years Down1
Best 1 Yr Total Return (May 1, 2024)23.82%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return23.82%
Worst 3-Yr Total Return5.53%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001FAC8.TOCategory
YTD12.66%0.00%
1-Month2.77%0.00%
3-Month12.66%0.00%
1-Year26.08%0.00%
3-Year10.93%0.00%
5-Year12.01%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001FAC8.TOCategory
2024
N/AN/A
2023
19.23%N/A
2022
-14.66%N/A
2021
23.82%N/A
2020
13.05%N/A
2019
21.29%N/A
2018
1.22%N/A
2017
10.57%N/A
2016
5.01%N/A
2015
17.97%N/A
2014
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.66%N/AN/AN/A
20236.54%5.53%-1.90%8.10%
2022-6.36%-13.99%0.56%5.37%
20213.96%6.26%2.10%9.78%
2020-12.33%14.51%6.08%6.16%
201910.36%1.30%2.30%6.05%
20181.30%4.76%5.13%-9.27%
20174.68%-0.36%-0.12%6.13%
2016-6.37%2.21%4.31%5.19%
20159.57%-1.90%-0.25%10.02%
20147.96%N/AN/AN/A

Rank In Category (By Total Return)

YTD44
1-Month43
3-Month44
1-Year55
3-Year31
5-Year31

Load Adjusted Returns

1-Year26.08%
3-Year10.93%
5-Year12.01%
10-YearN/A