Toronto - Delayed Quote CAD

Co-operators Balanced Income Ptf RESP (0P00018L06.TO)

167.82 -0.65 (-0.39%)
At close: April 25 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.54%
5y Average Return 1.27%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (Apr 25, 2024) 9.99%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 9.99%
Worst 3Y Total Return -0.96%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00018L06.TO
Category
YTD
1.82%
0.00%
1-Month
1.20%
0.00%
3-Month
1.82%
0.00%
1-Year
5.79%
0.00%
3-Year
0.43%
0.00%
5-Year
1.97%
0.00%
10-Year
2.86%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00018L06.TO
Category
2024
--
--
2023
7.66%
--
2022
-12.84%
--
2021
4.00%
--
2020
7.16%
--
2019
9.99%
--
2018
-3.27%
--
2017
4.60%
--

2016
2.48%
--
2015
3.73%
--
2014
8.80%
--
2013
6.58%
--
2012
4.68%
--
2011
-1.12%
--
2010
6.72%
--
2009
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.82% -- -- --
2023 3.62% -0.11% -3.65% 7.95%
2022 -6.28% -8.90% -0.31% 2.40%
2021 -1.91% 2.87% -0.22% 3.29%
2020 -5.45% 7.92% 2.40% 2.55%
2019 6.22% 1.96% 0.87% 0.69%
2018 -0.81% 1.51% -0.71% -3.25%
2017 2.01% 0.79% -0.95% 2.71%
2016 0.24% 1.72% 2.47% -1.92%
2015 4.99% -2.13% -1.27% 2.25%

2014 3.37% 2.10% 0.40% 2.67%
2013 2.82% -1.56% 1.54% 3.70%
2012 1.88% -0.67% 2.47% 0.95%
2011 1.32% -1.11% -3.75% 2.53%
2010 1.18% -2.04% 5.17% 2.37%
2009 4.90% 0.75% -- --

Rank in Category (By Total Return)

YTD 34
1-Month 62
3-Month 34
1-Year 32
3-Year 53
5-Year 44

Load Adjusted Returns

1-Year 5.79%
3-Year 0.43%
5-Year 1.97%
10-Year 2.86%

Performance & Risk

YTD Return -0.54%
5y Average Return 1.27%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Co-operators Life Insurance Company
Net Assets 145.48M
YTD Return 1.82%
Yield 0.00%
Morningstar Rating
Inception Date Oct 01, 2003

Fund Summary

Related Tickers