Toronto - Delayed Quote CAD

IG Core Portfolio Balanced B (0P000073U4.TO)

12.53 -0.01 (-0.06%)
At close: April 24 at 4:00 PM EDT

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 12.60%
Worst 1Y Total Return --
Number of Years Up 15
Number of Years Down 5

Performance & Risk

YTD Return 2.69%
5y Average Return 3.77%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P000073U4.TOCategory Average0P000073U4.TOCategory Average0P000073U4.TOCategory Average
Alpha -0.91 -- -1.29 -- -1.73 --
BETA 0.96 -- 1.05 -- 1 --
Mean Annual Return 0.28 -- 0.4 -- 0.37 --
R-squared 97.87 -- 96.5 -- 91.39 --
Standard Deviation 8.32 -- 8.96 -- 7.33 --
Sharpe Ratio 0.1 -- 0.33 -- 0.42 --
Treynor Ratio 0.5 -- 2.48 -- 2.89 --

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