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Mackenzie Cundill Value II Investor (0P0001N8EV.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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11.58+0.07 (+0.65%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.62%
5-Year Average Return4.31%
Number of Years Up6
Number of Years Down4
Best 1 Yr Total Return (May 2, 2024)17.16%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return17.16%
Worst 3-Yr Total Return-4.43%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001N8EV.TOCategory
YTD9.15%0.00%
1-Month5.11%0.00%
3-Month9.15%0.00%
1-Year19.76%0.00%
3-Year6.87%0.00%
5-Year5.23%0.00%
10-Year3.11%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001N8EV.TOCategory
2024
N/AN/A
2023
17.16%N/A
2022
-7.85%N/A
2021
12.98%N/A
2020
-3.10%N/A
2019
10.22%N/A
2018
-18.27%N/A
2017
8.03%N/A
2016
11.59%N/A
2015
-3.93%N/A
2014
2.95%N/A
2013
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.15%N/AN/AN/A
20236.78%3.38%0.12%6.01%
2022-3.38%-11.29%-3.83%11.81%
20219.08%2.89%-0.97%1.65%
2020-19.59%7.39%1.15%10.94%
201910.19%-1.79%-2.28%4.22%
2018-2.32%2.49%1.35%-19.45%
20173.24%-0.91%0.41%5.18%
2016-6.85%-2.00%8.74%12.42%
20152.52%-0.79%-8.99%3.78%
20141.99%-0.98%1.51%0.42%
20137.45%N/AN/AN/A

Rank In Category (By Total Return)

YTD56
1-Month3
3-Month56
1-Year44
3-Year55
5-Year94

Load Adjusted Returns

1-Year19.76%
3-Year6.87%
5-Year5.23%
10-Year3.11%