Toronto - Delayed Quote • CAD
Empire Life Emblem Balanced Portfolio T8 (0P0000UZBX.TO)
At close: December 5 at 3:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -5.69% |
| 5y Average Return | 1.44% |
| Number of Years Up | 8 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Dec 5, 2022) | 11.06% |
| Worst 1Y Total Return (Dec 5, 2022) | -- |
| Best 3Y Total Return | 11.06% |
| Worst 3Y Total Return | 0.25% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000UZBX.TO
Category
- YTD
- -5.69%
- 0.00%
- 1-Month
- 5.49%
- 0.00%
- 3-Month
- 4.61%
- 0.00%
- 1-Year
- -3.76%
- 0.00%
- 3-Year
- 1.86%
- 0.00%
- 5-Year
- 1.44%
- 0.00%
- 10-Year
- 3.81%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Annual Total Return Information Not Available
Past Quarterly Returns
Past Quarterly Returns Information Not Available
Rank in Category (By Total Return)
| YTD | 51 |
| 1-Month | 38 |
| 3-Month | 11 |
| 1-Year | 53 |
| 3-Year | 95 |
| 5-Year | 99 |
Load Adjusted Returns
| 1-Year | -3.29% |
| 3-Year | 1.45% |
| 5-Year | 1.29% |
| 10-Year | 3.79% |
Performance & Risk
| YTD Return | -5.69% |
| 5y Average Return | 1.44% |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Empire Life Investments Inc |
| Net Assets | 167.25M |
| YTD Return | -5.69% |
| Yield | 9.94% |
| Morningstar Rating | |
| Inception Date | Jan 09, 2012 |
Fund Summary
Fund Summary Information Not Available
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