0P0000WGYB.TO - La Capitale Canadian Equity (Fidelity)

Toronto - Toronto Delayed Price. Currency in CAD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.71%
5-Year Average Return6.74%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jun 5, 2023)22.85%
Worst 1 Yr Total Return (Jun 5, 2023)N/A
Best 3-Yr Total Return22.85%
Worst 3-Yr Total Return2.98%

Trailing Returns (%) Vs. Benchmarks

Return0P0000WGYB.TOCategory
YTD1.71%0.00%
1-Month-2.65%0.00%
3-Month-3.01%0.00%
1-Year-3.52%0.00%
3-Year8.49%0.00%
5-Year6.74%0.00%
10-Year7.55%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000WGYB.TOCategory
2023
N/AN/A
2022
-6.09%N/A
2021
20.68%N/A
2020
7.15%N/A
2019
22.85%N/A
2018
-7.37%N/A
2017
4.59%N/A
2016
12.72%N/A
2015
-3.91%N/A
2014
14.14%N/A
2013
17.54%N/A
2012
5.27%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.98%N/AN/AN/A
20223.40%-13.07%-1.11%5.66%
20214.76%7.70%1.76%5.10%
2020-18.16%15.71%4.44%8.33%
201912.60%3.14%2.99%2.71%
2018-4.36%7.18%-0.93%-8.79%
20171.56%-2.17%1.88%3.33%
20161.54%3.75%4.47%2.42%
20154.18%-2.09%-5.52%-0.29%
20146.15%5.77%0.44%1.22%
20133.51%-1.30%6.24%8.29%
20123.68%-5.94%5.61%2.22%

Rank In Category (By Total Return)

YTD88
1-Month68
3-Month87
1-Year73
3-Year61
5-Year10

Load Adjusted Returns

1-Year0.07%
3-Year11.99%
5-Year8.39%
10-Year7.95%