YHD - Delayed Quote CAD

Co-operators Aggressive Balanced VPNL (COOPERATORSA.TO)

184.10 -1.57 (-0.85%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return 16.24%
Worst 1Y Total Return -19.07%
Best 3Y Total Return 16.24%
Worst 3Y Total Return -4.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
COOPERATORSA.TO
Category
YTD
0.37%
2.23%
1-Month
-0.43%
0.81%
3-Month
2.80%
2.23%
1-Year
-1.03%
9.15%
3-Year
5.91%
4.97%
5-Year
3.85%
6.36%
10-Year
2.92%
4.46%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
COOPERATORSA.TO
Category
2018
--
--
2017
3.80%
--
2016
5.95%
--
2015
1.45%
-0.11%
2014
9.02%
8.29%
2013
9.77%
11.15%
2012
3.98%
6.27%
2011
-3.18%
-2.06%

2010
8.81%
9.55%
2009
16.24%
18.06%
2008
-19.07%
-17.15%
2007
1.58%
1.05%
2006
7.30%
8.56%
2005
13.54%
11.13%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -2.01% 3.94% -0.50% --
2017 1.64% -0.79% -0.04% 2.97%
2016 0.81% 1.87% 3.29% -0.12%
2015 4.11% -2.04% -3.32% 2.90%
2014 4.28% 2.85% 0.06% 1.59%
2013 3.13% -1.90% 2.53% 5.82%
2012 3.69% -2.64% 3.13% -0.12%
2011 2.16% -2.37% -6.51% 3.83%
2010 1.06% -3.84% 6.62% 5.02%
2009 -1.12% 9.62% 5.31% 1.83%

2008 -2.10% 3.18% -10.10% -10.89%
2007 0.46% 0.95% 0.01% 0.15%
2006 2.92% -3.70% 2.97% 5.14%
2005 2.27% 3.65% 4.56% 2.44%

Rank in Category (By Total Return)

YTD 39
1-Month 81
3-Month 14
1-Year 18
3-Year 26
5-Year 57

Load Adjusted Returns

1-Year -1.03%
3-Year 5.91%
5-Year 3.85%
10-Year 2.92%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Canadian Neutral Balanced
Fund Family Co-operators Life Insurance Company
Net Assets 12.27M
YTD Return 0.37%
Yield 0.00%
Morningstar Rating
Inception Date Nov 01, 2004

Fund Summary

The investment objective is to provide high interest income and safety of principal while offering the opportunity for long term capital appreciation by investing in medium to large capitalized Canadian and U.S. companies and in the fixed income assets of Canadian government and Canadian corporate issuers.

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