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Toronto - Delayed Quote CAD

IA Clarington Loomis Global Allc T6 (0P00009QI0.TO)

7.63
+0.03
+(0.38%)
At close: April 29 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.80%
5y Average Return 6.07%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 29, 2025) 20.09%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 20.09%
Worst 3Y Total Return 0.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00009QI0.TO
Category
YTD
-2.64%
0.00%
1-Month
-4.45%
0.00%
3-Month
-2.64%
0.00%
1-Year
5.97%
0.00%
3-Year
7.23%
0.00%
5-Year
8.38%
0.00%
10-Year
6.56%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00009QI0.TO
Category
2024
18.47%
--
2023
17.94%
--
2022
-19.66%
--
2021
12.22%
--
2020
11.38%
--
2019
20.09%
--
2018
-0.90%
--
2017
13.58%
--

2016
2.10%
--
2015
3.28%
--
2014
0.72%
--
2013
13.47%
--
2012
7.67%
--
2011
-1.84%
--
2010
13.01%
--
2009
18.93%
--
2008
-22.75%
--
2007
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.85% 1.78% 4.26% 2.57%
2023 6.59% 3.18% -1.65% 9.04%
2022 -11.36% -13.43% -1.36% 6.15%
2021 0.42% 5.21% 0.91% 5.25%
2020 -8.64% 11.99% 4.97% 3.71%
2019 9.67% 3.57% 1.20% 4.48%
2018 2.34% 2.92% 0.20% -6.10%
2017 4.60% 3.45% 0.86% 4.07%
2016 -4.27% 1.22% 5.32% 0.05%
2015 3.12% -1.96% -1.31% 3.50%

2014 0.44% 1.69% -1.99% 0.62%
2013 5.53% 0.54% 3.20% 3.64%
2012 6.07% -2.31% 2.13% 1.74%
2011 3.28% -1.77% -8.98% 6.30%
2010 3.79% -3.74% 6.52% 6.19%
2009 -2.33% 9.51% 7.06% 3.87%
2008 -0.80% -3.27% -4.85% -15.39%
2007 -2.47% -- -- --

Rank in Category (By Total Return)

YTD 95
1-Month 94
3-Month 95
1-Year 90
3-Year 39
5-Year 78

Load Adjusted Returns

1-Year 5.97%
3-Year 7.23%
5-Year 8.38%
10-Year 6.56%

Performance & Risk

YTD Return -5.80%
5y Average Return 6.07%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

Fund Overview

Category --
Fund Family IA Clarington Investments Inc
Net Assets 3.37B
YTD Return -2.64%
Yield 0.00%
Morningstar Rating
Inception Date Nov 04, 2019

Fund Summary

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