Toronto - Delayed Quote CAD

IA Clarington Portefeuille croissance L5 (0P00017UTN.TO)

8.65 -0.03 (-0.38%)
At close: April 25 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.76%
5y Average Return 3.48%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2024) 10.87%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 10.87%
Worst 3Y Total Return 1.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00017UTN.TO
Category
YTD
5.61%
0.00%
1-Month
1.89%
0.00%
3-Month
5.61%
0.00%
1-Year
10.45%
0.00%
3-Year
2.58%
0.00%
5-Year
4.31%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00017UTN.TO
Category
2024
--
--
2023
8.00%
--
2022
-12.34%
--
2021
10.76%
--
2020
6.57%
--
2019
10.87%
--
2018
-6.42%
--
2017
6.63%
--

2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.61% -- -- --
2023 3.27% 0.83% -2.65% 6.53%
2022 -5.33% -9.76% -1.64% 4.32%
2021 2.60% 4.42% -0.21% 3.61%
2020 -12.62% 10.09% 3.16% 7.38%
2019 5.96% 1.02% -0.48% 4.07%
2018 -0.11% 2.11% 0.06% -8.32%
2017 1.57% 0.32% 0.41% 4.22%
2016 3.50% 2.53% -- --

Rank in Category (By Total Return)

YTD 74
1-Month 74
3-Month 74
1-Year 83
3-Year 90
5-Year 90

Load Adjusted Returns

1-Year 10.45%
3-Year 2.58%
5-Year 4.31%
10-Year --

Performance & Risk

YTD Return 3.76%
5y Average Return 3.48%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category --
Fund Family IA Clarington Investments Inc
Net Assets 151.73M
YTD Return 5.61%
Yield 0.00%
Morningstar Rating
Inception Date Apr 19, 2016

Fund Summary

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