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AGF Global Sustainable Balanced Fund Series Q (0P00013U6G.TO)

Toronto - Toronto Delayed Price. Currency in CAD
9.41+0.02 (+0.25%)
At close: 04:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.74%
5-Year Average Return2.88%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Mar 22, 2023)13.23%
Worst 1 Yr Total Return (Mar 22, 2023)N/A
Best 3-Yr Total Return13.23%
Worst 3-Yr Total Return-0.07%

Trailing Returns (%) Vs. Benchmarks

Return0P00013U6G.TOCategory
YTD4.74%0.00%
1-Month0.32%0.00%
3-Month4.08%0.00%
1-Year-3.74%0.00%
3-Year6.06%0.00%
5-Year2.88%0.00%
10-Year4.71%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00013U6G.TOCategory
2022
-20.40%N/A
2021
13.23%N/A
2020
10.70%N/A
2019
11.04%N/A
2018
-1.63%N/A
2017
7.42%N/A
2016
4.46%N/A
2015
6.10%N/A
2014
9.06%N/A
2013
9.06%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-13.04%-12.03%0.56%3.48%
20210.79%3.63%2.70%5.56%
2020-7.58%9.35%3.74%5.60%
20195.13%2.55%1.14%1.84%
2018-0.15%1.10%1.10%-3.63%
20173.10%1.61%0.29%2.24%
2016-1.10%2.55%3.20%-0.21%
20156.88%-0.75%-2.69%2.79%
20144.85%2.47%-0.06%1.57%
20132.20%-1.59%2.70%5.58%

Rank In Category (By Total Return)

YTD21
1-Month24
3-Month66
1-Year85
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year-5.26%
3-Year1.05%
5-Year2.53%
10-Year4.68%
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