Toronto - Delayed Quote CAD

Empire Life Asset Allocation - Class E (0P0000F4NC.TO)

53.06 +0.34 (+0.64%)
At close: November 25 at 3:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 10.92%
5y Average Return 5.75%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Nov 25, 2024) 19.40%
Worst 1Y Total Return (Nov 25, 2024) --
Best 3Y Total Return 19.40%
Worst 3Y Total Return 0.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000F4NC.TO
Category
YTD
8.22%
0.00%
1-Month
-0.65%
0.00%
3-Month
1.41%
0.00%
1-Year
18.62%
0.00%
3-Year
3.58%
0.00%
5-Year
5.82%
0.00%
10-Year
5.20%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000F4NC.TO
Category
2024
--
--
2023
7.96%
--
2022
-5.58%
--
2021
12.66%
--
2020
2.76%
--
2019
13.11%
--
2018
-6.92%
--
2017
6.69%
--

2016
3.37%
--
2015
8.45%
--
2014
12.09%
--
2013
17.45%
--
2012
4.05%
--
2011
-1.28%
--
2010
8.05%
--
2009
19.40%
--
2008
-28.67%
--
2007
1.86%
--
2006
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.09% -0.29% 5.96% --
2023 2.94% 0.12% -2.89% 7.87%
2022 -0.82% -8.07% -0.96% 4.57%
2021 6.31% 4.14% -0.44% 2.21%
2020 -17.66% 10.16% 3.09% 9.89%
2019 7.83% 0.48% 1.03% 3.34%
2018 -1.64% 2.58% 0.45% -8.16%
2017 2.33% 0.87% 1.07% 2.27%
2016 -1.01% 0.85% 2.92% 0.60%
2015 5.16% -2.05% 0.38% 4.89%

2014 3.93% 2.17% 0.89% 4.63%
2013 4.52% 0.53% 3.14% 8.37%
2012 2.03% -1.53% 2.24% 1.29%
2011 3.16% -1.77% -5.66% 3.26%
2010 0.73% -2.73% 4.30% 5.74%
2009 -0.41% 10.31% 6.04% 2.50%
2008 -2.87% 4.38% -14.71% -17.52%
2007 1.34% 3.14% -0.60% -1.95%
2006 8.06% -- -- --

Rank in Category (By Total Return)

YTD 88
1-Month 83
3-Month 77
1-Year 61
3-Year 14
5-Year 14

Load Adjusted Returns

1-Year 18.62%
3-Year 3.58%
5-Year 5.82%
10-Year 5.20%

Performance & Risk

YTD Return 10.92%
5y Average Return 5.75%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category --
Fund Family The Empire Life Insurance Co
Net Assets 1.21B
YTD Return 8.22%
Yield 0.00%
Morningstar Rating
Inception Date Jan 02, 2013

Fund Summary

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