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IA Clarington canadien de revenu Y (0P000070RW.TO)
3.1244
-0.0272
(-0.86%)
As of May 21 at 4:00:00 PM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.06% |
| 5y Average Return | 8.31% |
| Number of Years Up | 20 |
| Number of Years Down | 8 |
| Best 1Y Total Return (May 20, 2025) | 16.50% |
| Worst 1Y Total Return (May 20, 2025) | -- |
| Best 3Y Total Return | 16.50% |
| Worst 3Y Total Return | 2.20% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P000070RW.TO
Category
- YTD
- 0.54%
- 0.00%
- 1-Month
- -0.10%
- 0.00%
- 3-Month
- -1.04%
- 0.00%
- 1-Year
- 9.05%
- 0.00%
- 3-Year
- 3.70%
- 0.00%
- 5-Year
- 7.37%
- 0.00%
- 10-Year
- 4.29%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P000070RW.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.64% | -- | -- | -- |
| 2024 | 4.20% | -0.59% | 6.20% | 0.59% |
| 2023 | 2.28% | 0.19% | -3.34% | 6.60% |
| 2022 | -0.15% | -7.85% | -2.73% | 2.89% |
| 2021 | 5.49% | 4.31% | 0.93% | 4.90% |
| 2020 | -15.32% | 5.56% | 5.01% | 6.02% |
| 2019 | 7.23% | 1.49% | 1.28% | 2.63% |
| 2018 | -2.64% | 2.31% | 2.46% | -5.32% |
| 2017 | 2.79% | 0.04% | 0.74% | 1.82% |
| 2016 | 1.55% | 4.72% | 4.29% | 2.73% |
| 2015 | 1.36% | -1.33% | -6.00% | 0.16% |
| 2014 | 4.55% | 4.17% | 0.23% | -1.40% |
| 2013 | 4.75% | -0.30% | 3.09% | 4.36% |
| 2012 | 4.97% | -1.84% | 3.79% | 2.06% |
| 2011 | 3.42% | -2.15% | -6.53% | 5.07% |
| 2010 | 2.56% | -3.66% | 6.20% | 2.09% |
| 2009 | -7.11% | 11.32% | 6.81% | 2.04% |
| 2008 | -2.04% | -1.86% | -5.00% | -9.27% |
| 2007 | 1.38% | 0.39% | -1.03% | -2.34% |
| 2006 | 4.30% | -3.16% | 4.26% | 3.74% |
| 2005 | 1.43% | 2.07% | 3.19% | 0.14% |
| 2004 | 1.30% | -0.84% | -1.68% | 4.27% |
| 2003 | -4.83% | 6.06% | 2.48% | 7.57% |
| 2002 | 0.26% | -7.80% | -5.81% | 5.22% |
| 2001 | -0.79% | -0.75% | -1.62% | 6.94% |
| 2000 | 4.69% | 3.64% | 2.64% | 2.09% |
| 1999 | 1.48% | 3.40% | -0.34% | 5.47% |
| 1998 | 6.49% | -0.51% | -6.44% | 9.22% |
| 1997 | -0.65% | 7.08% | 5.09% | -0.67% |
Rank in Category (By Total Return)
| YTD | 29 |
| 1-Month | 10 |
| 3-Month | 20 |
| 1-Year | 79 |
| 3-Year | 97 |
| 5-Year | 39 |
Load Adjusted Returns
| 1-Year | 9.05% |
| 3-Year | 3.70% |
| 5-Year | 7.37% |
| 10-Year | 4.29% |
Performance & Risk
| YTD Return | 4.06% |
| 5y Average Return | 8.31% |
| Rank in Category (ytd) | 29 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | IA Clarington Investments Inc |
| Net Assets | 1.68B |
| YTD Return | 0.54% |
| Yield | 1.31% |
| Morningstar Rating | |
| Inception Date | Nov 04, 2019 |
Fund Summary
Fund Summary Information Not Available
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