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Assumption/Louisbourg Momentum C (0P0000727A.TO)

Toronto - Toronto Delayed Price. Currency in CAD
57.28+0.69 (+1.22%)
At close: 04:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.59%
5-Year Average Return10.07%
Number of Years Up14
Number of Years Down7
Best 1 Yr Total Return (Mar 20, 2023)29.49%
Worst 1 Yr Total Return (Mar 20, 2023)N/A
Best 3-Yr Total Return29.49%
Worst 3-Yr Total Return-2.05%

Trailing Returns (%) Vs. Benchmarks

Return0P0000727A.TOCategory
YTD-1.59%0.00%
1-Month-3.89%0.00%
3-Month-2.59%0.00%
1-Year-3.14%0.00%
3-Year26.40%0.00%
5-Year10.07%0.00%
10-Year7.99%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000727A.TOCategory
2022
13.61%N/A
2021
5.98%N/A
2020
26.26%N/A
2019
26.11%N/A
2018
-14.42%N/A
2017
2.64%N/A
2016
29.49%N/A
2015
-6.92%N/A
2014
-2.92%N/A
2013
22.82%N/A
2012
-1.76%N/A
2011
-20.44%N/A
2010
24.94%N/A
2009
25.91%N/A
2008
-40.27%N/A
2007
23.10%N/A
2006
19.36%N/A
2005
32.02%N/A
2004
29.11%N/A
2003
39.17%N/A
2002
-23.29%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202215.07%-6.71%-1.61%7.56%
20216.26%12.54%-7.59%-4.10%
2020-17.86%43.26%0.82%6.43%
201912.71%0.47%4.17%6.91%
2018-3.57%15.13%-2.98%-20.54%
2017-3.15%-4.44%1.67%9.08%
20166.25%24.19%-4.82%3.10%
20154.69%-2.75%-5.22%-3.54%
20146.14%4.98%-6.91%-6.41%
201310.46%0.38%4.47%6.03%
2012-1.05%-0.94%2.01%-1.76%
20117.67%-4.40%-21.54%-1.49%
20104.20%-5.65%13.15%12.32%
20093.92%-3.39%20.86%3.77%
2008-10.12%18.68%-27.90%-22.34%
20073.46%9.85%8.25%0.06%
200610.15%-6.50%-1.60%17.78%
20056.24%3.33%17.67%2.21%
200410.59%-5.06%9.10%12.71%
2003-7.85%15.79%15.74%12.69%
20023.79%-11.39%-3.40%-13.66%

Rank In Category (By Total Return)

YTD96
1-Month58
3-Month71
1-Year2
3-Year2
5-Year4

Load Adjusted Returns

1-Year6.74%
3-Year16.50%
5-Year11.38%
10-Year8.78%
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