YHD - Delayed Quote • CAD
Scotia Aria Progr Pay Port Prem Sr (F00000V1K6.TO)
At close: June 28 at 6:07 PM EDT
Performance Overview
| Morningstar Return Rating | 3 |
| YTD Return | -- |
| 5y Average Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
| Best 1Y Total Return | 7.35% |
| Worst 1Y Total Return | -5.55% |
| Best 3Y Total Return | 7.35% |
| Worst 3Y Total Return | 2.78% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
F00000V1K6.TO
Category
- YTD
- 6.43%
- 3.59%
- 1-Month
- 2.15%
- 1.07%
- 3-Month
- 2.69%
- 3.59%
- 1-Year
- 1.47%
- 11.18%
- 3-Year
- 6.17%
- 6.56%
- 5-Year
- 0.00%
- 8.97%
- 10-Year
- 0.00%
- 4.04%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
F00000V1K6.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2018 | -1.35% | 1.77% | 0.94% | -6.79% |
| 2017 | 3.61% | 0.45% | 0.13% | 2.74% |
| 2016 | -0.66% | 2.67% | 3.27% | 1.91% |
| 2015 | 5.24% | -1.49% | -2.61% | 2.65% |
Rank in Category (By Total Return)
| YTD | 44 |
| 1-Month | 55 |
| 3-Month | 40 |
| 1-Year | 39 |
| 3-Year | 67 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 1.47% |
| 3-Year | 6.17% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 44 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
Fund Overview
| Category | Global Equity Balanced |
| Fund Family | Scotia Asset Management |
| Net Assets | 73.71M |
| YTD Return | 6.43% |
| Yield | 1.10% |
| Morningstar Rating | |
| Inception Date | Nov 24, 2014 |
Fund Summary
The portfolio invests primarily in a diversified mix of mutual funds, equity securities and/or fixed income securities located anywhere in the world and aims to generate income and long term capital appreciation using a balanced approach to investing through investments in income producing equity and fixed income securities. The majority of the portfolio’s assets will be held in equity securities.
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