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IA Wealth Moderate Portfolio A (0P00017USP.TO)

Toronto - Toronto Delayed Price. Currency in CAD
10.06+0.01 (+0.12%)
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)8.55%
Worst 1 Yr Total Return (Invalid Date)-5.64%
Best 3-Yr Total Return8.55%
Worst 3-Yr Total Return2.29%

Trailing Returns (%) Vs. Benchmarks

Return0P00017USP.TOCategory
YTD-11.30%2.02%
1-Month2.84%0.53%
3-Month0.34%2.02%
1-Year-10.41%6.70%
3-Year-0.91%4.62%
5-Year0.79%5.59%
10-Year0.00%4.18%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00017USP.TOCategory
2022
N/AN/A
2021
3.64%N/A
2020
5.64%N/A
2019
8.55%N/A
2018
-5.64%N/A
2017
4.50%N/A
2016
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-5.81%-7.85%-1.67%N/A
2021-0.45%2.75%-0.50%1.84%
2020-7.98%8.05%1.63%4.55%
20195.16%1.21%0.04%1.94%
2018-0.67%0.89%-0.07%-5.78%
20171.23%0.43%0.13%2.65%
20162.53%0.91%N/AN/A

Rank In Category (By Total Return)

YTD32
1-Month95
3-Month40
1-Year38
3-Year95
5-Year72

Load Adjusted Returns

1-Year8.68%
3-Year3.36%
5-Year3.65%
10-YearN/A
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