Toronto - Delayed Quote • CAD
GWL SRI Cdn Equity (G) DSC (0P000073RI.TO)
At close: April 17 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.81% |
| 5y Average Return | 6.88% |
| Number of Years Up | 16 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Apr 17, 2024) | 24.66% |
| Worst 1Y Total Return (Apr 17, 2024) | -- |
| Best 3Y Total Return | 24.66% |
| Worst 3Y Total Return | 2.57% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P000073RI.TO
Category
- YTD
- 5.87%
- 0.00%
- 1-Month
- 2.34%
- 0.00%
- 3-Month
- 5.87%
- 0.00%
- 1-Year
- 10.52%
- 0.00%
- 3-Year
- 8.47%
- 0.00%
- 5-Year
- 7.99%
- 0.00%
- 10-Year
- 5.59%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P000073RI.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.87% | -- | -- | -- |
| 2023 | 2.32% | -0.58% | -1.69% | 6.80% |
| 2022 | 4.22% | -9.77% | -1.25% | 4.89% |
| 2021 | 4.57% | 7.21% | 1.93% | 6.03% |
| 2020 | -17.79% | 10.94% | 3.61% | 9.28% |
| 2019 | 10.52% | 2.32% | 1.99% | 2.15% |
| 2018 | -3.62% | 4.83% | 1.07% | -11.44% |
| 2017 | 1.79% | -1.01% | 1.64% | 4.46% |
| 2016 | 1.63% | 1.78% | 4.70% | 2.98% |
| 2015 | 2.99% | -3.19% | -6.01% | 1.77% |
| 2014 | 5.80% | 6.32% | -0.83% | -2.21% |
| 2013 | 3.49% | -1.87% | 6.99% | 8.64% |
| 2012 | 3.90% | -6.77% | 6.03% | 0.60% |
| 2011 | 4.85% | -3.56% | -12.49% | 4.58% |
| 2010 | 3.04% | -5.49% | 9.72% | 10.35% |
| 2009 | -2.58% | 10.42% | 9.99% | 5.35% |
| 2008 | -4.84% | 8.48% | -21.85% | -24.05% |
| 2007 | 4.30% | 9.96% | 1.56% | 0.06% |
| 2006 | 7.97% | -7.05% | -0.46% | 9.71% |
| 2005 | 6.09% | 2.76% | 9.42% | 4.68% |
| 2004 | 7.28% | -2.34% | 0.03% | 7.60% |
| 2003 | -4.55% | 10.63% | 6.70% | 12.79% |
| 2002 | 3.75% | -3.07% | -10.89% | 3.72% |
| 2001 | -10.22% | 2.83% | -13.49% | 12.13% |
Rank in Category (By Total Return)
| YTD | 49 |
| 1-Month | 74 |
| 3-Month | 49 |
| 1-Year | 66 |
| 3-Year | 26 |
| 5-Year | 41 |
Load Adjusted Returns
| 1-Year | 10.52% |
| 3-Year | 8.47% |
| 5-Year | 7.99% |
| 10-Year | 5.59% |
Performance & Risk
| YTD Return | 3.81% |
| 5y Average Return | 6.88% |
| Rank in Category (ytd) | 49 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.84 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Great West Life Assurance Co |
| Net Assets | 7.34M |
| YTD Return | 5.87% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 05, 2009 |
Fund Summary
Fund Summary Information Not Available
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