YHD - Delayed Quote CAD

Co-operators Mawer Balanced VP (F00000PXZB.TO)

162.98 -0.73 (-0.45%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 4
YTD Return --
5y Average Return --
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return 17.58%
Worst 1Y Total Return -2.33%
Best 3Y Total Return 17.58%
Worst 3Y Total Return 2.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F00000PXZB.TO
Category
YTD
4.62%
2.83%
1-Month
2.04%
0.75%
3-Month
2.49%
2.83%
1-Year
1.44%
9.58%
3-Year
4.85%
5.80%
5-Year
5.05%
7.24%
10-Year
0.00%
4.23%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
F00000PXZB.TO
Category
2018
-2.33%
--
2017
7.77%
--
2016
1.11%
--
2015
8.26%
5.37%
2014
9.74%
8.71%
2013
17.58%
12.80%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 0.39% 1.42% 0.23% -4.29%
2017 3.02% 1.77% -0.84% 3.67%
2016 -1.40% 1.22% 3.08% -1.71%
2015 6.82% -1.74% -0.96% 4.14%
2014 3.75% 1.52% 0.26% 3.92%
2013 4.93% 0.88% 3.80% 7.02%

Rank in Category (By Total Return)

YTD 59
1-Month 13
3-Month 25
1-Year 30
3-Year 44
5-Year 15

Load Adjusted Returns

1-Year 1.44%
3-Year 4.85%
5-Year 5.05%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Fund Overview

Category Global Neutral Balanced
Fund Family Co-operators Life Insurance Company
Net Assets 82.66M
YTD Return 4.62%
Yield 0.00%
Morningstar Rating
Inception Date Nov 01, 2012

Fund Summary

The underlying fund is the Mawer Balanced Fund. The investment objective is to preserve capital and to achieve long-term income and capital returns by investing in other mutual funds offered by Mawer Investment Management Inc. as well as common shares, preferred shares, treasury bills, short-term notes, debentures, and bonds.

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