Toronto - Delayed Quote CAD

Symmetry Fixed Inc Port A (0P000073V0.TO)

9.23 -0.02 (-0.22%)
At close: April 19 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.82%
5y Average Return -0.61%
Number of Years Up 15
Number of Years Down 4
Best 1Y Total Return (Apr 18, 2024) 7.92%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 7.92%
Worst 3Y Total Return -3.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000073V0.TO
Category
YTD
-0.93%
0.00%
1-Month
0.71%
0.00%
3-Month
-0.93%
0.00%
1-Year
1.45%
0.00%
3-Year
-2.33%
0.00%
5-Year
-0.31%
0.00%
10-Year
1.10%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000073V0.TO
Category
2024
--
--
2023
5.43%
--
2022
-12.47%
--
2021
-2.62%
--
2020
7.81%
--
2019
6.43%
--
2018
0.39%
--
2017
1.82%
--

2016
2.59%
--
2015
1.06%
--
2014
5.69%
--
2013
-1.60%
--
2012
3.77%
--
2011
6.14%
--
2010
5.68%
--
2009
7.92%
--
2008
-1.92%
--
2007
1.06%
--
2006
2.73%
--
2005
4.09%
--
2004
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.93% -- -- --
2023 2.96% -1.23% -3.57% 7.51%
2022 -6.28% -6.47% -1.35% 1.23%
2021 -4.42% 1.62% -0.71% 0.98%
2020 0.32% 5.56% 0.77% 1.03%
2019 3.75% 2.18% 1.19% -0.78%
2018 0.15% 0.22% -0.62% 0.64%
2017 1.08% 0.37% -0.96% 1.34%
2016 1.53% 2.32% 1.16% -2.38%
2015 3.11% -1.92% 0.05% -0.12%

2014 2.58% 1.35% 0.47% 1.17%
2013 0.74% -2.69% -0.06% 0.44%
2012 0.38% 1.31% 1.24% 0.79%
2011 -0.24% 1.73% 2.60% 1.93%
2010 1.17% 2.30% 2.52% -0.40%
2009 0.69% 2.76% 3.55% 0.73%
2008 1.65% -0.30% -2.38% -0.87%
2007 1.04% -1.41% 0.59% 0.86%
2006 -0.34% -1.70% 4.38% 0.46%
2005 0.12% 3.06% 0.32% 0.55%
2004 -1.10% 0.60% 2.05% --

Rank in Category (By Total Return)

YTD 41
1-Month 7
3-Month 41
1-Year 81
3-Year 87
5-Year 74

Load Adjusted Returns

1-Year 1.45%
3-Year -2.33%
5-Year -0.31%
10-Year 1.10%

Performance & Risk

YTD Return -2.82%
5y Average Return -0.61%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Mackenzie Investments
Net Assets 241.69M
YTD Return -0.93%
Yield 1.36%
Morningstar Rating
Inception Date Apr 01, 2019

Fund Summary

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