Toronto - Delayed Quote • CAD
Clarica SF Cdn Sml/Mid Cap Mgd (0P000073O4.TO)
At close: April 23 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.46% |
| 5y Average Return | 7.49% |
| Number of Years Up | 16 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Apr 23, 2024) | 58.84% |
| Worst 1Y Total Return (Apr 23, 2024) | -- |
| Best 3Y Total Return | 58.84% |
| Worst 3Y Total Return | 0.81% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P000073O4.TO
Category
- YTD
- 9.64%
- 0.00%
- 1-Month
- 3.21%
- 0.00%
- 3-Month
- 9.64%
- 0.00%
- 1-Year
- 17.54%
- 0.00%
- 3-Year
- 5.82%
- 0.00%
- 5-Year
- 8.79%
- 0.00%
- 10-Year
- 5.26%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P000073O4.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 9.64% | -- | -- | -- |
| 2023 | 0.75% | 2.48% | -5.66% | 10.89% |
| 2022 | -3.37% | -12.43% | -1.62% | 6.51% |
| 2021 | 5.25% | 8.92% | 0.46% | 3.13% |
| 2020 | -25.38% | 25.29% | 7.73% | 14.02% |
| 2019 | 11.22% | 1.75% | 0.27% | 4.30% |
| 2018 | -3.85% | 5.36% | 0.73% | -15.14% |
| 2017 | 0.46% | -1.92% | 0.77% | 4.74% |
| 2016 | -0.04% | 5.87% | 5.77% | 3.04% |
| 2015 | 4.78% | 1.35% | -11.62% | 3.17% |
| 2014 | 7.28% | 10.47% | -6.39% | -5.30% |
| 2013 | 2.58% | -1.06% | 10.36% | 11.83% |
| 2012 | 6.32% | -13.07% | 6.29% | -0.97% |
| 2011 | 2.53% | -8.55% | -16.19% | 6.97% |
| 2010 | 6.66% | -4.81% | 11.50% | 14.31% |
| 2009 | 0.61% | 20.41% | 18.45% | 10.69% |
| 2008 | -2.89% | 8.14% | -27.80% | -22.86% |
| 2007 | 3.01% | 5.17% | -2.09% | -1.89% |
| 2006 | 10.20% | -5.78% | -4.41% | 10.68% |
| 2005 | 3.17% | -2.47% | 13.06% | 4.42% |
| 2004 | 6.19% | -2.73% | 0.54% | 12.46% |
| 2003 | -5.49% | 10.59% | 9.68% | 16.81% |
| 2002 | 7.31% | -6.34% | -11.45% | 1.96% |
| 2001 | -4.34% | 3.81% | -11.61% | 15.01% |
Rank in Category (By Total Return)
| YTD | 18 |
| 1-Month | 22 |
| 3-Month | 18 |
| 1-Year | 22 |
| 3-Year | 12 |
| 5-Year | 12 |
Load Adjusted Returns
| 1-Year | 17.54% |
| 3-Year | 5.82% |
| 5-Year | 8.79% |
| 10-Year | 5.26% |
Performance & Risk
| YTD Return | 5.46% |
| 5y Average Return | 7.49% |
| Rank in Category (ytd) | 18 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.73 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | CI Investments Inc |
| Net Assets | 1.38M |
| YTD Return | 9.64% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 27, 2000 |
Fund Summary
Fund Summary Information Not Available
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