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AGF Elements Balanced Portfolio Class Series Q (0P00013U6H.TO)

Toronto - Toronto Delayed Price. Currency in CAD
19.54+0.06 (+0.31%)
At close: 04:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.07%
5-Year Average Return4.92%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Mar 29, 2023)13.27%
Worst 1 Yr Total Return (Mar 29, 2023)N/A
Best 3-Yr Total Return13.27%
Worst 3-Yr Total Return3.82%

Trailing Returns (%) Vs. Benchmarks

Return0P00013U6H.TOCategory
YTD3.07%0.00%
1-Month0.61%0.00%
3-Month3.07%0.00%
1-Year-0.51%0.00%
3-Year8.83%0.00%
5-Year4.92%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00013U6H.TOCategory
2022
-6.78%N/A
2021
10.68%N/A
2020
10.50%N/A
2019
13.27%N/A
2018
-3.59%N/A
2017
9.35%N/A
2016
6.15%N/A
2015
9.25%N/A
2014
9.78%N/A
2013
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-4.03%-8.17%-0.25%6.05%
20211.42%3.83%0.75%4.32%
2020-9.04%9.72%4.25%6.21%
20197.42%1.90%0.53%2.93%
20180.92%0.98%0.52%-5.88%
20173.57%0.87%0.75%3.89%
2016-2.53%2.43%4.46%1.78%
20157.55%-1.19%-2.05%4.96%
20144.66%1.75%1.35%1.72%
20133.36%7.68%N/AN/A

Rank In Category (By Total Return)

YTD68
1-Month32
3-Month44
1-Year6
3-Year7
5-Year16

Load Adjusted Returns

1-Year-0.35%
3-Year6.00%
5-Year4.73%
10-YearN/A
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