Toronto - Delayed Quote • CAD
CI Canadian Balanced Corp Cl (0P000087GS.TO)
At close: April 17 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.38% |
| 5y Average Return | 5.20% |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 16, 2024) | 21.20% |
| Worst 1Y Total Return (Apr 16, 2024) | -- |
| Best 3Y Total Return | 21.20% |
| Worst 3Y Total Return | -1.73% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P000087GS.TO
Category
- YTD
- 4.43%
- 0.00%
- 1-Month
- 2.15%
- 0.00%
- 3-Month
- 4.43%
- 0.00%
- 1-Year
- 10.84%
- 0.00%
- 3-Year
- 4.39%
- 0.00%
- 5-Year
- 5.94%
- 0.00%
- 10-Year
- 3.10%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P000087GS.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.43% | -- | -- | -- |
| 2023 | 3.20% | 0.68% | -1.50% | 7.04% |
| 2022 | -1.58% | -10.37% | -2.01% | 4.28% |
| 2021 | 4.38% | 5.02% | -0.01% | 5.06% |
| 2020 | -11.22% | 8.98% | 3.82% | 6.36% |
| 2019 | 4.95% | 1.48% | 1.04% | 2.57% |
| 2018 | -2.86% | 0.03% | -2.12% | -9.63% |
| 2017 | 2.44% | -3.01% | 0.64% | 2.79% |
| 2016 | 1.05% | 5.10% | 1.07% | 0.08% |
| 2015 | 2.12% | -1.60% | -2.84% | 0.67% |
| 2014 | 2.55% | 4.45% | -0.95% | 0.40% |
| 2013 | 3.90% | -0.89% | 2.25% | 6.15% |
| 2012 | 6.00% | -3.74% | 3.04% | 0.20% |
| 2011 | 2.82% | -2.83% | -10.76% | 3.01% |
| 2010 | 1.04% | -6.26% | 4.99% | 8.54% |
| 2009 | -0.34% | 11.19% | 7.08% | 2.14% |
| 2008 | -0.37% | 3.12% | -8.01% | -14.91% |
| 2007 | 1.23% | 3.94% | 0.81% | -2.15% |
| 2006 | 5.94% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 26 |
| 1-Month | 31 |
| 3-Month | 26 |
| 1-Year | 21 |
| 3-Year | 40 |
| 5-Year | 25 |
Load Adjusted Returns
| 1-Year | 10.84% |
| 3-Year | 4.39% |
| 5-Year | 5.94% |
| 10-Year | 3.10% |
Performance & Risk
| YTD Return | 2.38% |
| 5y Average Return | 5.20% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | CI Investments Inc |
| Net Assets | 98.28M |
| YTD Return | 4.43% |
| Yield | 2.30% |
| Morningstar Rating | |
| Inception Date | Oct 18, 2007 |
Fund Summary
Fund Summary Information Not Available
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