Toronto - Delayed Quote CAD

Universal Life Beneva CI CmbdgCdnAstAllc (0P0001FABZ.TO)

12.90 -0.06 (-0.48%)
At close: April 25 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.92%
5y Average Return 1.54%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2024) 11.28%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 11.28%
Worst 3Y Total Return -2.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001FABZ.TO
Category
YTD
5.44%
0.00%
1-Month
1.96%
0.00%
3-Month
5.44%
0.00%
1-Year
10.92%
0.00%
3-Year
1.46%
0.00%
5-Year
2.38%
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
0P0001FABZ.TO
Category
2024
--
--
2023
9.21%
--
2022
-15.69%
--
2021
9.06%
--
2020
1.78%
--
2019
11.28%
--
2018
-5.32%
--
2017
1.38%
--

2016
5.80%
--
2015
3.31%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.44% -- -- --
2023 3.82% 1.49% -4.16% 8.14%
2022 -5.34% -10.46% -3.68% 3.27%
2021 1.37% 5.02% -1.78% 4.29%
2020 -12.24% 9.39% 2.59% 3.34%
2019 6.61% 1.41% 1.08% 1.83%
2018 -1.77% 1.07% 1.23% -5.79%
2017 1.20% -0.58% -0.41% 1.17%
2016 -0.65% 1.83% 3.36% 1.18%
2015 5.16% -1.52% -1.39% 1.16%

Rank in Category (By Total Return)

YTD 32
1-Month 66
3-Month 32
1-Year 30
3-Year 85
5-Year 80

Load Adjusted Returns

1-Year 10.92%
3-Year 1.46%
5-Year 2.38%
10-Year --

Performance & Risk

YTD Return 2.92%
5y Average Return 1.54%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Beneva inc.
Net Assets --
YTD Return 5.44%
Yield 0.00%
Morningstar Rating
Inception Date Oct 16, 2014

Fund Summary

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