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IA Wealth Conservative Port T5 (0P00017USO.TO)

Toronto - Toronto Delayed Price. Currency in CAD
8.280.00 (0.00%)
At close: 03:00PM EST
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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)7.02%
Worst 1 Yr Total Return (Invalid Date)-3.28%
Best 3-Yr Total Return7.02%
Worst 3-Yr Total Return2.08%

Trailing Returns (%) Vs. Benchmarks

Return0P00017USO.TOCategory
YTD-14.01%2.02%
1-Month-0.44%0.53%
3-Month-3.39%2.02%
1-Year-13.24%6.70%
3-Year-2.04%4.62%
5-Year-0.22%5.59%
10-Year0.00%4.18%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00017USO.TOCategory
2021
N/AN/A
2020
5.60%N/A
2019
7.02%N/A
2018
-3.28%N/A
2017
2.78%N/A
2016
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2021-1.01%2.48%-0.44%N/A
2020-6.58%7.47%1.34%3.78%
20193.98%1.62%0.47%0.81%
2018-0.31%0.07%-0.51%-2.55%
20171.14%0.62%-0.62%1.62%
20162.03%-0.49%N/AN/A

Rank In Category (By Total Return)

YTD60
1-Month97
3-Month63
1-Year68
3-Year90
5-Year93

Load Adjusted Returns

1-Year6.70%
3-Year3.58%
5-Year2.96%
10-YearN/A
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