Toronto - Delayed Quote • CAD
IPC Private Wealth Visio North Amer Eq O (0P0001L38N.TO)
At close: April 23 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.04% |
| 5y Average Return | 0.00% |
| Number of Years Up | 3 |
| Number of Years Down | -- |
| Best 1Y Total Return (Apr 23, 2024) | 22.90% |
| Worst 1Y Total Return (Apr 23, 2024) | -- |
| Best 3Y Total Return | 22.90% |
| Worst 3Y Total Return | 11.95% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001L38N.TO
Category
- YTD
- 7.84%
- 0.00%
- 1-Month
- 3.01%
- 0.00%
- 3-Month
- 7.84%
- 0.00%
- 1-Year
- 15.86%
- 0.00%
- 3-Year
- 11.42%
- 0.00%
- 5-Year
- 0.00%
- 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
0P0001L38N.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.84% | -- | -- | -- |
| 2023 | 3.58% | 2.23% | -4.56% | 10.11% |
| 2022 | 3.28% | -8.43% | -3.48% | 12.37% |
| 2021 | 9.39% | 6.25% | 0.47% | 5.24% |
Rank in Category (By Total Return)
| YTD | 59 |
| 1-Month | 36 |
| 3-Month | 59 |
| 1-Year | 68 |
| 3-Year | 13 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 15.86% |
| 3-Year | 11.42% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | 5.04% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 59 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.68 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | IPC Investment Corporation |
| Net Assets | 91.48M |
| YTD Return | 7.84% |
| Yield | 2.46% |
| Morningstar Rating | |
| Inception Date | Nov 06, 2020 |
Fund Summary
Fund Summary Information Not Available
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