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CAN Balanced (IVZ) 75/100 (PS1) (0P0000W7PV.TO)

Toronto - Toronto Delayed Price. Currency in CAD
21.810.00 (0.00%)
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)19.91%
Worst 1 Yr Total Return (Invalid Date)-9.45%
Best 3-Yr Total Return19.91%
Worst 3-Yr Total Return2.28%

Trailing Returns (%) Vs. Benchmarks

Return0P0000W7PV.TOCategory
YTD-17.28%2.32%
1-Month2.18%0.96%
3-Month-4.60%2.32%
1-Year-15.26%12.66%
3-Year3.91%5.28%
5-Year3.72%7.19%
10-Year6.00%4.27%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000W7PV.TOCategory
2021
N/AN/A
2020
3.61%N/A
2019
15.64%N/A
2018
-9.45%N/A
2017
7.18%N/A
2016
10.24%N/A
2015
1.06%-2.38%
2014
7.51%7.98%
2013
19.91%12.54%
2012
N/A7.35%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20218.00%7.47%N/AN/A
2020-18.44%10.86%3.74%10.45%
20198.23%1.48%1.61%3.62%
2018-2.98%2.43%1.09%-9.87%
20172.39%0.67%1.53%2.41%
20161.69%0.26%4.27%3.71%
20154.21%-1.14%-4.39%2.60%
20144.46%1.96%0.26%0.68%
20136.60%1.41%3.65%7.01%
20121.63%2.02%N/AN/A

Rank In Category (By Total Return)

YTD1
1-Month29
3-Month1
1-Year2
3-Year10
5-Year4

Load Adjusted Returns

1-Year33.00%
3-Year8.21%
5-Year7.85%
10-YearN/A
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