Toronto - Delayed Quote CAD

Leith Wheeler Core Bond A (0P00007448.TO)

9.31 +0.02 (+0.25%)
At close: April 17 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.50%
5y Average Return 0.69%
Number of Years Up 14
Number of Years Down 3
Best 1Y Total Return (Apr 17, 2024) 9.62%
Worst 1Y Total Return (Apr 17, 2024) --
Best 3Y Total Return 9.62%
Worst 3Y Total Return -2.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00007448.TO
Category
YTD
-1.03%
0.00%
1-Month
0.50%
0.00%
3-Month
-1.03%
0.00%
1-Year
2.97%
0.00%
3-Year
-0.83%
0.00%
5-Year
0.81%
0.00%
10-Year
2.40%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00007448.TO
Category
2024
--
--
2023
7.62%
--
2022
-11.03%
--
2021
-2.13%
--
2020
8.82%
--
2019
7.25%
--
2018
1.56%
--
2017
2.71%
--

2016
2.14%
--
2015
3.73%
--
2014
8.98%
--
2013
-0.63%
--
2012
4.37%
--
2011
9.62%
--
2010
8.40%
--
2009
6.69%
--
2008
0.66%
--
2007
2.95%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.03% -- -- --
2023 3.43% -0.31% -3.86% 8.56%
2022 -6.74% -5.69% 0.80% 0.36%
2021 -4.90% 1.75% -0.45% 1.60%
2020 0.99% 6.28% 0.60% 0.78%
2019 3.97% 2.63% 1.23% -0.72%
2018 0.18% 0.68% -0.81% 1.51%
2017 1.27% 1.17% -1.70% 1.97%
2016 1.52% 2.75% 1.30% -3.34%
2015 4.10% -1.63% 0.21% 1.09%

2014 2.87% 2.00% 1.12% 2.72%
2013 0.77% -2.14% 0.26% 0.51%
2012 0.13% 2.30% 1.38% 0.50%
2011 0.15% 2.40% 4.51% 2.27%
2010 2.14% 3.04% 3.24% -0.23%
2009 -0.24% 2.55% 3.78% 0.50%
2008 1.41% -0.05% -1.02% 0.33%
2007 0.90% -1.76% 1.58% 2.24%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 2.97%
3-Year -0.83%
5-Year 0.81%
10-Year 2.40%

Performance & Risk

YTD Return -2.50%
5y Average Return 0.69%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Leith Wheeler Investment Counsel Ltd
Net Assets 251.3M
YTD Return -1.03%
Yield 5.08%
Morningstar Rating
Inception Date Oct 05, 2006

Fund Summary

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