Toronto - Delayed Quote • CAD
CIBC équilibré (0P000070E3.TO)
As of April 19 at 4:00 PM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.15% |
| 5y Average Return | 3.54% |
| Number of Years Up | 27 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Apr 19, 2024) | 14.50% |
| Worst 1Y Total Return (Apr 19, 2024) | -- |
| Best 3Y Total Return | 14.50% |
| Worst 3Y Total Return | 1.77% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P000070E3.TO
Category
- YTD
- 3.53%
- 0.00%
- 1-Month
- 2.20%
- 0.00%
- 3-Month
- 3.53%
- 0.00%
- 1-Year
- 7.18%
- 0.00%
- 3-Year
- 2.72%
- 0.00%
- 5-Year
- 4.38%
- 0.00%
- 10-Year
- 3.84%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P000070E3.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.53% | -- | -- | -- |
| 2023 | 3.35% | 0.25% | -3.35% | 6.84% |
| 2022 | -3.07% | -10.59% | -0.69% | 3.86% |
| 2021 | 0.67% | 5.21% | 0.31% | 3.72% |
| 2020 | -12.18% | 12.70% | 2.78% | 5.65% |
| 2019 | 8.35% | 2.31% | 1.48% | 1.78% |
| 2018 | -1.19% | 2.79% | -0.49% | -5.62% |
| 2017 | 3.04% | -0.00% | 0.58% | 2.87% |
| 2016 | -0.10% | 1.86% | 3.23% | -0.37% |
| 2015 | 4.32% | -2.42% | -3.70% | 1.43% |
| 2014 | 3.71% | 2.22% | 0.06% | 0.27% |
| 2013 | 3.18% | -1.34% | 3.98% | 4.88% |
| 2012 | 4.60% | -3.16% | 2.79% | 1.61% |
| 2011 | 2.66% | -0.97% | -7.38% | 3.20% |
| 2010 | 2.25% | -4.27% | 7.09% | 3.71% |
| 2009 | -1.81% | 7.01% | 5.60% | 1.35% |
| 2008 | -1.87% | 0.12% | -7.52% | -6.96% |
| 2007 | 0.67% | 1.77% | -0.69% | -1.84% |
| 2006 | 2.87% | -3.40% | 2.44% | 6.34% |
| 2005 | 1.61% | 2.25% | 4.34% | 1.69% |
| 2004 | 3.67% | -0.36% | -1.31% | 4.73% |
| 2003 | -4.81% | 8.25% | 4.69% | 6.13% |
| 2002 | 0.58% | -5.81% | -10.72% | 3.62% |
| 2001 | -3.39% | 0.68% | -5.34% | 6.99% |
| 2000 | 3.53% | 2.02% | -0.34% | -4.22% |
| 1999 | 3.39% | 3.89% | -1.47% | 9.04% |
| 1998 | 10.43% | 1.68% | -12.84% | 8.80% |
| 1997 | -0.03% | 8.82% | 7.41% | -3.09% |
| 1996 | 2.54% | 1.61% | 2.90% | 8.17% |
| 1995 | 3.64% | 4.15% | 0.85% | 4.00% |
| 1994 | -4.02% | -5.85% | 5.10% | -0.64% |
| 1993 | 5.13% | 6.42% | 1.99% | 5.48% |
| 1992 | -2.75% | 2.09% | 0.27% | 0.83% |
| 1991 | 6.70% | 0.07% | 2.98% | 4.41% |
| 1990 | -4.04% | 2.96% | -2.64% | 4.50% |
| 1989 | 3.84% | 5.25% | 2.85% | 1.55% |
| 1988 | 4.89% | 5.37% | -0.32% | 2.84% |
Rank in Category (By Total Return)
| YTD | 69 |
| 1-Month | 28 |
| 3-Month | 69 |
| 1-Year | 87 |
| 3-Year | 90 |
| 5-Year | 79 |
Load Adjusted Returns
| 1-Year | 7.18% |
| 3-Year | 2.72% |
| 5-Year | 4.38% |
| 10-Year | 3.84% |
Performance & Risk
| YTD Return | 1.15% |
| 5y Average Return | 3.54% |
| Rank in Category (ytd) | 69 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | CIBC Asset Management Inc |
| Net Assets | 289.47M |
| YTD Return | 3.53% |
| Yield | 0.98% |
| Morningstar Rating | |
| Inception Date | Dec 31, 1987 |
Fund Summary
Fund Summary Information Not Available
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