Toronto - Delayed Quote CAD

Leith Wheeler Multi Credit A (0P0001BVBC.TO)

8.87 -0.00 (-0.04%)
At close: April 24 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.04%
5y Average Return 3.18%
Number of Years Up 3
Number of Years Down 3
Best 1Y Total Return (Apr 23, 2024) 11.45%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 11.45%
Worst 3Y Total Return -0.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001BVBC.TO
Category
YTD
3.44%
0.00%
1-Month
1.05%
0.00%
3-Month
3.44%
0.00%
1-Year
11.59%
0.00%
3-Year
4.00%
0.00%
5-Year
3.53%
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
0P0001BVBC.TO
Category
2024
--
--
2023
11.45%
--
2022
-5.68%
--
2021
4.15%
--
2020
-0.37%
--
2019
10.65%
--
2018
-2.72%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.44% -- -- --
2023 3.31% 1.76% 1.34% 4.61%
2022 -3.28% -7.99% 1.29% 4.65%
2021 0.68% 1.64% 0.79% 0.97%
2020 -16.05% 10.42% 2.83% 4.52%
2019 4.98% 1.34% 1.05% 2.94%
2018 0.64% 0.34% 0.93% -4.55%
2017 0.90% -- -- --

Rank in Category (By Total Return)

YTD 19
1-Month 36
3-Month 19
1-Year 9
3-Year 12
5-Year 28

Load Adjusted Returns

1-Year 11.59%
3-Year 4.00%
5-Year 3.53%
10-Year --

Performance & Risk

YTD Return 3.04%
5y Average Return 3.18%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.64
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Leith Wheeler Investment Counsel Ltd
Net Assets 156.17M
YTD Return 3.44%
Yield 6.74%
Morningstar Rating
Inception Date May 25, 2017

Fund Summary

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