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Co-operators Balanced Inc Ptf N75100NL (0P00018L03.TO)

Toronto - Toronto Delayed Price. Currency in CAD
127.57-0.03 (-0.02%)
As of 04:00PM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.42%
5-Year Average Return1.97%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Mar 25, 2024)10.11%
Worst 1 Yr Total Return (Mar 25, 2024)N/A
Best 3-Yr Total Return10.11%
Worst 3-Yr Total Return-0.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00018L03.TOCategory
YTD0.63%0.00%
1-Month1.15%0.00%
3-Month3.89%0.00%
1-Year6.07%0.00%
3-Year0.26%0.00%
5-Year2.24%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00018L03.TOCategory
2023
7.77%N/A
2022
-12.75%N/A
2021
4.10%N/A
2020
7.27%N/A
2019
10.11%N/A
2018
-3.18%N/A
2017
4.43%N/A
2016
2.32%N/A
2015
3.54%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.65%-0.08%-3.62%7.98%
2022-6.25%-8.87%-0.28%2.43%
2021-1.88%2.90%-0.20%3.31%
2020-5.42%7.95%2.43%2.58%
20196.25%1.98%0.90%0.71%
2018-0.79%1.54%-0.68%-3.22%
20171.97%0.75%-0.99%2.67%
20160.20%1.68%2.43%-1.95%
20154.93%-2.16%-1.31%2.21%

Rank In Category (By Total Return)

YTD26
1-Month20
3-Month19
1-Year24
3-Year49
5-Year39

Load Adjusted Returns

1-Year6.07%
3-Year0.26%
5-Year2.24%
10-YearN/A