Toronto - Delayed Quote CAD

Mackenzie Cundill valeur A (0P00007085.TO)

15.34 -0.02 (-0.10%)
At close: April 25 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.76%
5y Average Return 3.96%
Number of Years Up 17
Number of Years Down 8
Best 1Y Total Return (Apr 25, 2024) 34.00%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 34.00%
Worst 3Y Total Return -4.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00007085.TO
Category
YTD
9.05%
0.00%
1-Month
5.08%
0.00%
3-Month
9.05%
0.00%
1-Year
19.37%
0.00%
3-Year
6.42%
0.00%
5-Year
4.84%
0.00%
10-Year
2.63%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00007085.TO
Category
2024
--
--
2023
16.69%
--
2022
-8.34%
--
2021
12.57%
--
2020
-3.47%
--
2019
10.16%
--
2018
-19.01%
--
2017
7.65%
--

2016
10.46%
--
2015
-3.64%
--
2014
1.90%
--
2013
34.00%
--
2012
14.92%
--
2011
-16.08%
--
2010
9.49%
--
2009
14.69%
--
2008
-25.29%
--
2007
-1.98%
--
2006
9.40%
--
2005
12.14%
--
2004
11.91%
--
2003
34.64%
--
2002
-14.18%
--
2001
12.75%
--
2000
19.89%
--
1999
32.68%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.05% -- -- --
2023 6.61% 3.27% 0.07% 5.91%
2022 -3.61% -11.32% -3.83% 11.49%
2021 8.95% 2.79% -1.00% 1.54%
2020 -19.59% 7.27% 1.03% 10.77%
2019 10.25% -1.82% -2.35% 4.22%
2018 -2.40% 2.33% 1.28% -19.93%
2017 3.30% -1.04% 0.28% 5.02%
2016 -7.03% -2.18% 8.29% 12.18%
2015 2.19% -0.58% -8.76% 3.95%

2014 1.89% -1.14% 1.11% 0.06%
2013 9.74% 6.73% 6.45% 7.47%
2012 19.22% -11.97% 0.48% 8.98%
2011 3.96% -2.98% -17.84% 1.28%
2010 2.92% -10.53% 8.65% 9.44%
2009 -11.35% 13.28% 10.24% 3.60%
2008 -8.86% -3.07% -4.44% -11.50%
2007 2.03% 3.02% -4.84% -1.99%
2006 3.30% -3.06% 3.40% 5.64%
2005 2.38% -0.13% 6.70% 2.79%
2004 7.62% -2.01% -1.49% 7.73%
2003 -6.15% 15.35% 13.44% 9.64%
2002 4.56% -5.21% -10.21% -3.57%
2001 9.12% 6.91% -9.38% 6.65%
2000 3.28% 10.43% 1.87% 3.19%
1999 12.13% 16.23% -2.99% 4.94%

Rank in Category (By Total Return)

YTD 58
1-Month 3
3-Month 58
1-Year 46
3-Year 62
5-Year 96

Load Adjusted Returns

1-Year 19.37%
3-Year 6.42%
5-Year 4.84%
10-Year 2.63%

Performance & Risk

YTD Return 6.76%
5y Average Return 3.96%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Mackenzie Investments
Net Assets 848.06M
YTD Return 9.05%
Yield 0.00%
Morningstar Rating
Inception Date May 01, 2006

Fund Summary

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