Advertisement
Advertisement
U.S. markets closed
Advertisement
Advertisement
Advertisement
Advertisement

IA Wealth Conservative Port B (0P00017USE.TO)

Toronto - Toronto Delayed Price. Currency in CAD
9.90+0.07 (+0.69%)
At close: 03:00PM EST
Advertisement

Performance Overview

Morningstar Return Rating★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Invalid Date)7.20%
Worst 1 Yr Total Return (Invalid Date)-3.23%
Best 3-Yr Total Return7.20%
Worst 3-Yr Total Return2.22%

Trailing Returns (%) Vs. Benchmarks

Return0P00017USE.TOCategory
YTD-9.94%2.02%
1-Month3.99%0.53%
3-Month2.28%2.02%
1-Year-8.59%6.70%
3-Year-0.72%4.62%
5-Year0.84%5.59%
10-Year0.00%4.18%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00017USE.TOCategory
2022
N/AN/A
2021
2.64%N/A
2020
5.78%N/A
2019
7.20%N/A
2018
-3.23%N/A
2017
2.98%N/A
2016
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-5.74%-7.16%-1.40%N/A
2021-0.96%2.52%-0.40%1.50%
2020-6.54%7.52%1.39%3.83%
20194.03%1.66%0.51%0.85%
2018-0.31%0.07%-0.50%-2.51%
20171.20%0.67%-0.57%1.67%
20162.08%-0.45%N/AN/A

Rank In Category (By Total Return)

YTD58
1-Month96
3-Month59
1-Year64
3-Year87
5-Year90

Load Adjusted Returns

1-Year6.88%
3-Year3.75%
5-Year3.12%
10-YearN/A
Advertisement
Advertisement