Toronto - Delayed Quote CAD

Co-operators Balanced Growth Ptf TFSA (0P00018L2Z.TO)

201.45 -0.75 (-0.37%)
At close: April 25 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.99%
5y Average Return 2.52%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (Apr 25, 2024) 11.71%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 11.71%
Worst 3Y Total Return 0.37%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00018L2Z.TO
Category
YTD
3.22%
0.00%
1-Month
1.66%
0.00%
3-Month
3.22%
0.00%
1-Year
7.54%
0.00%
3-Year
1.87%
0.00%
5-Year
3.30%
0.00%
10-Year
3.60%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00018L2Z.TO
Category
2024
--
--
2023
8.21%
--
2022
-12.32%
--
2021
7.99%
--
2020
6.80%
--
2019
11.71%
--
2018
-5.08%
--
2017
5.72%
--

2016
3.35%
--
2015
3.50%
--
2014
9.04%
--
2013
10.64%
--
2012
5.88%
--
2011
-3.82%
--
2010
6.73%
--
2009
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.22% -- -- --
2023 3.87% 0.11% -3.36% 7.68%
2022 -5.30% -10.15% -0.61% 3.68%
2021 0.03% 3.77% -0.01% 4.05%
2020 -8.34% 8.93% 3.09% 3.76%
2019 7.30% 1.83% 0.91% 1.32%
2018 -1.39% 2.31% -0.85% -5.11%
2017 2.21% 0.78% -0.34% 2.99%
2016 0.12% 1.43% 3.07% -1.26%
2015 5.25% -2.16% -2.00% 2.56%

2014 3.67% 2.42% 0.04% 2.65%
2013 3.61% -0.98% 2.57% 5.13%
2012 3.18% -1.58% 2.85% 1.38%
2011 1.57% -1.92% -6.26% 3.00%
2010 1.00% -4.03% 6.04% 3.84%
2009 8.95% 5.60% 1.30% --

Rank in Category (By Total Return)

YTD 65
1-Month 69
3-Month 65
1-Year 64
3-Year 81
5-Year 78

Load Adjusted Returns

1-Year 7.54%
3-Year 1.87%
5-Year 3.30%
10-Year 3.60%

Performance & Risk

YTD Return 0.99%
5y Average Return 2.52%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Co-operators Life Insurance Company
Net Assets 264.94M
YTD Return 3.22%
Yield 0.00%
Morningstar Rating
Inception Date Jan 02, 2009

Fund Summary

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