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EdgePoint Global Growth & Inc Port Sr B (F000002OD9.TO)


Toronto - Toronto Delayed Price. Currency in CAD
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23.4300-0.04 (-0.17%)
At close: 4:00PM EDT

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return0.41%
5-Year Average Return10.84%
Number of Years Up6
Number of Years Down1
Best 1 Yr Total Return (Apr 29, 2016)32.07%
Worst 1 Yr Total Return (Apr 29, 2016)-0.72%
Best 3-Yr Total Return32.07%
Worst 3-Yr Total Return5.51%

Trailing Returns (%) Vs. Benchmarks

ReturnF000002OD9.TOCategory
YTD0.41%3.59%
1-Month0.57%1.07%
3-Month5.91%3.59%
1-Year1.46%11.18%
3-Year13.80%6.56%
5-Year10.84%8.97%
10-Year0.00%4.04%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
F000002OD9.TOCategory
2016
N/AN/A
2015
8.73%6.42%
2014
13.61%8.57%
2013
32.07%18.76%
2012
8.74%9.47%
2011
-0.72%-4.77%
2010
8.81%8.89%
2009
28.84%18.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-0.16%N/AN/AN/A
20159.20%1.66%-4.32%2.36%
20145.86%-0.66%1.59%6.34%
201311.29%5.55%4.49%7.59%
201210.18%-4.02%0.20%2.63%
20115.05%-1.90%-8.38%5.14%
20104.56%-7.49%4.52%7.63%
2009-1.72%19.53%9.75%-0.06%

Rank In Category (By Total Return)

YTD11
1-Month14
3-Month2
1-Year11
3-Year3
5-Year2

Load Adjusted Returns

1-Year1.46%
3-Year13.80%
5-Year10.84%
10-YearN/A