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ivari Canadian Balanced GIF - imaxx GIF 75/100 (0P000074P3.TO)

Toronto - Toronto Delayed Price. Currency in CAD
8.62+0.03 (+0.30%)
At close: 03:00PM EST
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Performance Overview

Morningstar Return Rating★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (Invalid Date)12.06%
Worst 1 Yr Total Return (Invalid Date)-19.37%
Best 3-Yr Total Return12.06%
Worst 3-Yr Total Return-2.77%

Trailing Returns (%) Vs. Benchmarks

Return0P000074P3.TOCategory
YTD3.52%2.23%
1-Month3.52%0.81%
3-Month4.76%2.23%
1-Year-3.13%9.15%
3-Year0.92%4.97%
5-Year2.17%6.36%
10-Year2.40%4.46%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P000074P3.TOCategory
2021
N/AN/A
2020
4.26%N/A
2019
11.76%N/A
2018
-5.63%N/A
2017
2.94%N/A
2016
4.81%N/A
2015
-4.04%-0.11%
2014
5.78%8.29%
2013
5.37%11.15%
2012
3.51%6.27%
2011
-1.91%-2.06%
2010
7.52%9.55%
2009
12.06%18.06%
2008
-19.37%-17.15%
2007
2.78%1.05%
2006
10.91%8.56%
2005
14.96%11.13%
2004
11.21%8.79%
2003
N/A13.23%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20210.61%3.39%N/AN/A
2020-10.10%10.14%3.83%1.41%
20197.63%2.08%1.42%0.29%
2018-2.79%3.24%-1.23%-4.79%
20171.06%-1.38%0.48%2.80%
20160.00%2.73%2.64%-0.59%
20153.57%-1.74%-4.54%-1.24%
20143.89%3.08%-1.40%0.17%
20131.79%-3.38%2.85%4.17%
20121.18%-1.37%3.47%0.25%
20111.72%-0.65%-5.16%2.34%
20101.82%-2.14%5.66%2.13%
2009-2.01%7.13%5.32%1.35%
2008-1.22%2.98%-12.17%-9.74%
20072.39%2.53%-0.59%-1.52%
20065.02%-3.66%3.34%6.08%
20053.00%2.81%6.99%1.47%
20045.54%-2.88%2.27%6.09%
20038.15%N/AN/AN/A

Rank In Category (By Total Return)

YTD79
1-Month100
3-Month79
1-Year93
3-Year78
5-Year87

Load Adjusted Returns

1-Year9.54%
3-Year4.46%
5-Year3.74%
10-Year2.86%
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