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Purpose Best Ideas Fund - Series XUA (0P0001HCZR.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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31.96+0.00 (+0.01%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.06%
5-Year Average Return6.08%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Mar 27, 2024)34.00%
Worst 1 Yr Total Return (Mar 27, 2024)N/A
Best 3-Yr Total Return34.00%
Worst 3-Yr Total Return-7.82%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001HCZR.TOCategory
YTD13.06%0.00%
1-Month2.49%0.00%
3-Month13.06%0.00%
1-Year37.91%0.00%
3-Year-0.85%0.00%
5-Year5.87%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001HCZR.TOCategory
2024
N/AN/A
2023
34.00%N/A
2022
-40.03%N/A
2021
8.04%N/A
2020
20.90%N/A
2019
28.43%N/A
2018
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.06%N/AN/AN/A
20239.85%9.67%-2.71%14.33%
2022-14.56%-32.82%-0.24%4.73%
20210.71%9.39%-2.39%0.47%
2020-21.68%23.37%11.78%11.95%
201914.61%4.37%-4.02%11.86%
20183.73%-16.99%N/AN/A

Rank In Category (By Total Return)

YTD20
1-Month50
3-Month20
1-Year5
3-Year94
5-Year79

Load Adjusted Returns

1-Year37.91%
3-Year-0.85%
5-Year5.87%
10-YearN/A