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Empire Life Emblem Balanced Portfolio T8 (0P0000UZBX.TO)

Toronto - Toronto Delayed Price. Currency in CAD
5.23-0.03 (-0.63%)
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 Up7
Number of Years Down1
Best 1 Yr Total Return (Invalid Date)11.06%
Worst 1 Yr Total Return (Invalid Date)-7.29%
Best 3-Yr Total Return11.06%
Worst 3-Yr Total Return0.25%

Trailing Returns (%) Vs. Benchmarks

Return0P0000UZBX.TOCategory
YTD-5.69%2.23%
1-Month5.49%0.81%
3-Month4.61%2.23%
1-Year-3.76%9.15%
3-Year1.86%4.97%
5-Year2.01%6.36%
10-Year3.81%4.46%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000UZBX.TOCategory
2022
N/AN/A
2021
6.83%N/A
2020
3.80%N/A
2019
10.50%N/A
2018
-7.29%N/A
2017
4.35%N/A
2016
4.14%N/A
2015
2.11%-0.11%
2014
8.95%8.29%
2013
11.06%11.15%
2012
N/A6.27%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-3.21%-8.17%-0.77%N/A
20210.80%3.42%-0.20%2.67%
2020-11.62%8.50%3.13%4.97%
20197.02%1.00%0.47%1.75%
2018-2.54%2.09%-0.27%-6.56%
20171.43%0.12%0.17%2.58%
2016-0.20%1.21%2.96%0.13%
20154.18%-2.35%-1.52%1.93%
20143.25%2.24%0.42%2.78%
20133.29%-0.41%2.16%5.69%
2012-1.48%3.38%0.79%N/A

Rank In Category (By Total Return)

YTD94
1-Month71
3-Month89
1-Year92
3-Year99
5-Year98

Load Adjusted Returns

1-Year12.86%
3-Year3.68%
5-Year3.59%
10-YearN/A
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