Toronto - Delayed Quote • CAD
Empire Life Income - Class A (0P000072BF.TO)
At close: April 23 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.51% |
| 5y Average Return | 1.68% |
| Number of Years Up | 18 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 23, 2024) | 13.79% |
| Worst 1Y Total Return (Apr 23, 2024) | -- |
| Best 3Y Total Return | 13.79% |
| Worst 3Y Total Return | 0.01% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P000072BF.TO
Category
- YTD
- 2.17%
- 0.00%
- 1-Month
- 1.62%
- 0.00%
- 3-Month
- 2.17%
- 0.00%
- 1-Year
- 5.60%
- 0.00%
- 3-Year
- 1.26%
- 0.00%
- 5-Year
- 2.23%
- 0.00%
- 10-Year
- 2.47%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P000072BF.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.17% | -- | -- | -- |
| 2023 | 2.34% | -0.28% | -3.23% | 7.11% |
| 2022 | -3.62% | -7.41% | -0.39% | 2.70% |
| 2021 | -0.55% | 2.86% | -0.35% | 2.66% |
| 2020 | -8.30% | 8.07% | 1.64% | 3.97% |
| 2019 | 6.55% | 1.44% | 1.12% | 0.68% |
| 2018 | -1.36% | 1.46% | -0.18% | -4.07% |
| 2017 | 1.42% | 0.29% | -0.52% | 2.17% |
| 2016 | 0.32% | 1.59% | 2.63% | -0.67% |
| 2015 | 2.91% | -2.57% | -1.34% | 1.47% |
| 2014 | 2.76% | 2.06% | 0.22% | 1.47% |
| 2013 | 1.40% | -1.97% | 0.62% | 2.77% |
| 2012 | 0.53% | 0.70% | 1.55% | 0.59% |
| 2011 | 0.89% | 0.76% | 0.43% | 1.54% |
| 2010 | 2.53% | -0.51% | 3.10% | 1.03% |
| 2009 | 1.13% | 6.48% | 3.73% | 1.86% |
| 2008 | 1.43% | -1.10% | -1.72% | -3.28% |
| 2007 | 0.59% | -1.62% | 0.31% | 2.12% |
| 2006 | -0.13% | -0.45% | 3.11% | 0.66% |
| 2005 | 0.38% | 2.23% | 0.04% | 0.28% |
| 2004 | 2.02% | -1.41% | 1.12% | 1.44% |
| 2003 | 1.81% | 2.74% | 1.67% | 1.39% |
| 2002 | 1.28% | 2.69% | 2.69% | -- |
Rank in Category (By Total Return)
| YTD | 23 |
| 1-Month | 2 |
| 3-Month | 23 |
| 1-Year | 38 |
| 3-Year | 26 |
| 5-Year | 36 |
Load Adjusted Returns
| 1-Year | 5.60% |
| 3-Year | 1.26% |
| 5-Year | 2.23% |
| 10-Year | 2.47% |
Performance & Risk
| YTD Return | 0.51% |
| 5y Average Return | 1.68% |
| Rank in Category (ytd) | 23 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | The Empire Life Insurance Co |
| Net Assets | 335.4M |
| YTD Return | 2.17% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 02, 2013 |
Fund Summary
Fund Summary Information Not Available
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