Toronto - Delayed Quote CAD

Mackenzie Glbl Div I (0P00009JHR.TO)

21.85
+0.21
+(0.97%)
At close: January 21 at 3:00:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 2.36%
5y Average Return 10.49%
Number of Years Up 14
Number of Years Down 2
Best 1Y Total Return (Jan 21, 2025) 24.29%
Worst 1Y Total Return (Jan 21, 2025) --
Best 3Y Total Return 24.29%
Worst 3Y Total Return 4.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00009JHR.TO
Category
YTD
24.29%
0.00%
1-Month
0.24%
0.00%
3-Month
4.38%
0.00%
1-Year
24.29%
0.00%
3-Year
8.64%
0.00%
5-Year
10.64%
0.00%
10-Year
11.04%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00009JHR.TO
Category
2024
24.29%
--
2023
11.94%
--
2022
-7.83%
--
2021
15.83%
--
2020
11.63%
--
2019
24.10%
--
2018
-4.71%
--
2017
13.61%
--

2016
5.32%
--
2015
21.50%
--
2014
13.64%
--
2013
18.61%
--
2012
8.41%
--
2011
6.92%
--
2010
7.22%
--
2009
18.43%
--
2008
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.58% 3.49% 5.00% 4.38%
2023 4.56% 2.02% -1.87% 6.94%
2022 -4.83% -10.92% -0.20% 8.95%
2021 1.46% 4.82% 1.62% 7.18%
2020 -12.32% 12.84% 5.61% 6.84%
2019 11.83% 3.37% 1.58% 5.69%
2018 -0.53% 2.37% 1.29% -7.61%
2017 7.28% 2.97% -1.06% 3.94%
2016 -2.92% 2.01% 4.03% 2.24%
2015 12.13% -0.71% -0.58% 9.76%

2014 5.93% 1.97% 0.20% 5.00%
2013 6.40% 0.39% 2.99% 7.83%
2012 1.52% 1.90% 2.00% 2.74%
2011 4.00% 0.91% -5.50% 7.81%
2010 -1.14% -4.86% 11.24% 2.48%
2009 -8.31% 11.49% 8.30% 6.97%
2008 0.72% -6.43% -8.62% --

Rank in Category (By Total Return)

YTD 34
1-Month 12
3-Month 39
1-Year 34
3-Year 24
5-Year 30

Load Adjusted Returns

1-Year 24.29%
3-Year 8.64%
5-Year 10.64%
10-Year 11.04%

Performance & Risk

YTD Return 2.36%
5y Average Return 10.49%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Mackenzie Investments
Net Assets 6.95B
YTD Return 24.29%
Yield 0.16%
Morningstar Rating
Inception Date Oct 07, 2011

Fund Summary

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