Toronto - Delayed Quote • CAD
Empire Life Balanced GIF R (0P0001BU0V.TO)
At close: April 23 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.89% |
| 5y Average Return | 3.35% |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 22, 2024) | 12.17% |
| Worst 1Y Total Return (Apr 22, 2024) | -- |
| Best 3Y Total Return | 12.17% |
| Worst 3Y Total Return | 1.92% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001BU0V.TO
Category
- YTD
- 3.74%
- 0.00%
- 1-Month
- 2.20%
- 0.00%
- 3-Month
- 3.74%
- 0.00%
- 1-Year
- 7.92%
- 0.00%
- 3-Year
- 3.17%
- 0.00%
- 5-Year
- 3.95%
- 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
0P0001BU0V.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.74% | -- | -- | -- |
| 2023 | 2.22% | 0.15% | -2.69% | 6.75% |
| 2022 | -2.00% | -8.10% | -0.30% | 4.12% |
| 2021 | 1.59% | 3.15% | -0.09% | 3.33% |
| 2020 | -11.65% | 9.31% | 2.39% | 5.88% |
| 2019 | 7.92% | 1.31% | 1.11% | 1.46% |
| 2018 | -1.71% | 2.19% | 0.07% | -5.61% |
Rank in Category (By Total Return)
| YTD | 44 |
| 1-Month | 10 |
| 3-Month | 44 |
| 1-Year | 57 |
| 3-Year | 44 |
| 5-Year | 57 |
Load Adjusted Returns
| 1-Year | 7.92% |
| 3-Year | 3.17% |
| 5-Year | 3.95% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 1.89% |
| 5y Average Return | 3.35% |
| Rank in Category (ytd) | 44 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.89 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | The Empire Life Insurance Co |
| Net Assets | 436.15M |
| YTD Return | 3.74% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 02, 2013 |
Fund Summary
Fund Summary Information Not Available
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