Toronto - Delayed Quote CAD

Leith Wheeler Corporate Advantage B (0P00013JEC.TO)

9.20 +0.02 (+0.19%)
At close: June 26 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.74%
5y Average Return 1.06%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Jun 26, 2023) 7.09%
Worst 1Y Total Return (Jun 26, 2023) --
Best 3Y Total Return 7.09%
Worst 3Y Total Return -0.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00013JEC.TO
Category
YTD
1.74%
0.00%
1-Month
0.74%
0.00%
3-Month
-1.17%
0.00%
1-Year
2.40%
0.00%
3-Year
0.23%
0.00%
5-Year
1.06%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00013JEC.TO
Category
2023
--
--
2022
-8.72%
--
2021
1.79%
--
2020
7.09%
--
2019
5.87%
--
2018
-0.94%
--
2017
2.98%
--
2016
4.42%
--

2015
1.60%
--
2014
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 2.48% -- -- --
2022 -4.98% -4.58% -0.48% 1.16%
2021 -0.09% 1.44% 0.47% -0.03%
2020 -6.90% 8.04% 3.42% 2.94%
2019 3.22% 1.25% 0.35% 0.94%
2018 0.19% 0.15% 0.05% -1.32%
2017 2.25% 0.15% -0.40% 0.96%
2016 0.61% 2.05% 1.82% -0.11%
2015 2.41% -0.53% -1.48% 1.23%
2014 0.36% 1.34% -- --

Rank in Category (By Total Return)

YTD 97
1-Month 88
3-Month 100
1-Year 98
3-Year 4
5-Year 67

Load Adjusted Returns

1-Year -0.03%
3-Year 0.87%
5-Year 1.17%
10-Year --

Performance & Risk

YTD Return 1.74%
5y Average Return 1.06%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Leith Wheeler Investment Counsel Ltd
Net Assets 125.41M
YTD Return 1.74%
Yield 2.62%
Morningstar Rating
Inception Date May 29, 2014

Fund Summary

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