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Symmetry Balanced Portfolio - A (0P0000IL38.TO)

Toronto - Toronto Delayed Price. Currency in CAD
14.99-0.00 (-0.03%)
At close: 04:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.86%
5-Year Average Return2.67%
Number of Years Up11
Number of Years Down3
Best 1 Yr Total Return (Mar 21, 2023)14.81%
Worst 1 Yr Total Return (Mar 21, 2023)N/A
Best 3-Yr Total Return14.81%
Worst 3-Yr Total Return1.36%

Trailing Returns (%) Vs. Benchmarks

Return0P0000IL38.TOCategory
YTD2.86%0.00%
1-Month0.44%0.00%
3-Month2.25%0.00%
1-Year-4.66%0.00%
3-Year7.53%0.00%
5-Year2.67%0.00%
10-Year4.04%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000IL38.TOCategory
2022
-10.67%N/A
2021
9.90%N/A
2020
6.09%N/A
2019
10.31%N/A
2018
-4.15%N/A
2017
6.00%N/A
2016
3.79%N/A
2015
3.55%N/A
2014
6.92%N/A
2013
11.83%N/A
2012
8.20%N/A
2011
-1.42%N/A
2010
8.08%N/A
2009
14.81%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-3.59%-10.46%-1.43%4.99%
20211.23%4.95%-0.22%3.67%
2020-9.47%8.95%2.60%4.84%
20196.17%1.39%0.83%1.63%
2018-0.64%1.31%0.06%-4.83%
20172.64%0.06%-0.05%3.26%
2016-2.11%1.60%3.71%0.63%
20155.06%-1.81%-2.26%2.70%
20143.23%1.70%0.62%1.21%
20133.82%-0.28%3.15%4.71%
20125.42%-2.03%2.55%2.16%
20111.47%-0.33%-5.89%3.57%
20101.65%-2.50%5.79%3.08%
2009-2.89%8.99%6.71%1.64%

Rank In Category (By Total Return)

YTD62
1-Month59
3-Month50
1-Year74
3-Year58
5-Year70

Load Adjusted Returns

1-Year-4.77%
3-Year2.77%
5-Year2.59%
10-Year4.05%
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