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Pembroke Global Balanced (0P0001J50V.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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13.32-0.01 (-0.10%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.56%
5-Year Average Return8.34%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Apr 22, 2024)19.03%
Worst 1 Yr Total Return (Apr 22, 2024)N/A
Best 3-Yr Total Return19.03%
Worst 3-Yr Total Return4.48%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001J50V.TOCategory
YTD6.08%0.00%
1-Month2.06%0.00%
3-Month6.08%0.00%
1-Year13.44%0.00%
3-Year5.43%0.00%
5-Year0.00%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001J50V.TOCategory
2024
N/AN/A
2023
12.78%N/A
2022
-10.17%N/A
2021
12.58%N/A
2020
19.03%N/A
2019
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.08%N/AN/AN/A
20235.46%0.51%-1.90%8.46%
2022-5.41%-9.94%-1.35%6.90%
20213.25%4.26%1.23%3.31%
2020-12.44%17.17%6.70%8.73%
20191.28%4.23%N/AN/A

Rank In Category (By Total Return)

YTD63
1-Month62
3-Month63
1-Year47
3-Year39
5-YearN/A

Load Adjusted Returns

1-Year13.44%
3-Year5.43%
5-YearN/A
10-YearN/A