Toronto - Delayed Quote • CAD
US Equity Alpha Pool E (0P0001FANJ.TO)
At close: April 23 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 12.74% |
| 5y Average Return | 13.15% |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Apr 23, 2024) | 27.09% |
| Worst 1Y Total Return (Apr 23, 2024) | -- |
| Best 3Y Total Return | 27.09% |
| Worst 3Y Total Return | 6.76% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001FANJ.TO
Category
- YTD
- 15.91%
- 0.00%
- 1-Month
- 3.32%
- 0.00%
- 3-Month
- 15.91%
- 0.00%
- 1-Year
- 35.52%
- 0.00%
- 3-Year
- 10.99%
- 0.00%
- 5-Year
- 14.75%
- 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
0P0001FANJ.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 15.91% | -- | -- | -- |
| 2023 | 4.62% | 7.66% | -1.47% | 10.23% |
| 2022 | -6.45% | -13.70% | -0.85% | 4.56% |
| 2021 | 6.30% | 6.31% | 1.05% | 7.26% |
| 2020 | -16.13% | 19.26% | 8.07% | 9.80% |
| 2019 | 10.18% | 5.52% | -0.74% | 10.13% |
Rank in Category (By Total Return)
| YTD | 13 |
| 1-Month | 28 |
| 3-Month | 13 |
| 1-Year | 16 |
| 3-Year | 45 |
| 5-Year | 22 |
Load Adjusted Returns
| 1-Year | 35.52% |
| 3-Year | 10.99% |
| 5-Year | 14.75% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 12.74% |
| 5y Average Return | 13.15% |
| Rank in Category (ytd) | 13 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | CI Investments Inc |
| Net Assets | 980.4M |
| YTD Return | 15.91% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Sep 05, 2018 |
Fund Summary
Fund Summary Information Not Available
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