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Toronto - Delayed Quote CAD

Leith Wheeler Canadian Equity Series A (0P000076LX.TO)

67.87
+0.52
+(0.78%)
At close: May 2 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.18%
5y Average Return 16.53%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (Apr 30, 2025) 30.71%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 30.71%
Worst 3Y Total Return 4.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000076LX.TO
Category
YTD
1.94%
0.00%
1-Month
0.03%
0.00%
3-Month
-0.68%
0.00%
1-Year
14.22%
0.00%
3-Year
9.00%
0.00%
5-Year
14.25%
0.00%
10-Year
9.22%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000076LX.TO
Category
2024
16.00%
--
2023
13.15%
--
2022
-1.19%
--
2021
29.46%
--
2020
7.03%
--
2019
20.81%
--
2018
-11.43%
--
2017
10.08%
--

2016
30.71%
--
2015
-11.72%
--
2014
8.90%
--
2013
24.87%
--
2012
15.33%
--
2011
-4.77%
--
2010
17.15%
--
2009
29.33%
--
2008
-31.86%
--
2007
10.63%
--
2006
19.18%
--
2005
21.00%
--
2004
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.61% -1.21% 11.07% 0.10%
2023 4.90% 2.52% -2.56% 7.98%
2022 5.16% -10.63% -0.08% 5.23%
2021 11.42% 7.76% 1.97% 5.73%
2020 -22.79% 12.71% 7.85% 14.04%
2019 13.45% -0.75% 3.04% 4.13%
2018 -3.48% 4.92% 0.34% -12.83%
2017 2.15% -2.08% 4.53% 5.28%
2016 6.61% 4.36% 8.13% 8.65%
2015 1.08% -2.11% -10.26% -0.59%

2014 6.33% 5.94% 0.14% -3.46%
2013 5.60% -0.68% 7.43% 10.82%
2012 6.10% -1.32% 4.42% 5.49%
2011 8.43% -2.05% -15.47% 6.08%
2010 3.78% -5.97% 10.08% 9.06%
2009 -9.21% 23.08% 9.87% 5.34%
2008 -2.83% 2.35% -10.57% -23.40%
2007 6.16% 4.22% 1.90% -1.87%
2006 7.65% -3.54% 4.82% 9.50%
2005 4.05% 1.49% 10.54% 3.65%
2004 9.35% -- -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 14.22%
3-Year 9.00%
5-Year 14.25%
10-Year 9.22%

Performance & Risk

YTD Return -0.18%
5y Average Return 16.53%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Leith Wheeler Investment Counsel Ltd
Net Assets 5.06B
YTD Return 1.94%
Yield 2.67%
Morningstar Rating
Inception Date Sep 20, 2004

Fund Summary

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