Toronto - Delayed Quote CAD

Mackenzie Ivy International Class T5 (0P0000FWXE.TO)

8.85 -0.12 (-1.39%)
At close: July 27 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating 2
YTD Return --
5y Average Return --
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return 27.06%
Worst 1Y Total Return -14.37%
Best 3Y Total Return 27.06%
Worst 3Y Total Return -1.18%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000FWXE.TO
Category
YTD
6.20%
6.63%
1-Month
-0.50%
3.14%
3-Month
1.51%
6.63%
1-Year
14.95%
12.39%
3-Year
7.48%
6.07%
5-Year
3.74%
10.31%
10-Year
6.41%
1.38%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000FWXE.TO
Category
2021
--
--
2020
13.51%
--
2019
7.45%
--
2018
-4.12%
--
2017
8.67%
--
2016
-7.38%
--
2015
15.24%
15.90%
2014
-1.04%
2.48%

2013
27.06%
26.21%
2012
15.15%
15.85%
2011
-14.37%
-13.39%
2010
6.49%
4.06%
2009
15.78%
16.00%
2008
--
-33.25%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 2.54% 4.09% -- --
2020 -10.91% 11.01% 8.54% 5.74%
2019 6.59% -1.04% -2.43% 4.40%
2018 -0.87% -1.45% 3.66% -5.33%
2017 5.04% 3.82% -1.57% 1.25%
2016 -10.31% -0.85% 5.85% -1.60%
2015 12.21% 0.33% -4.93% 7.67%
2014 1.12% -1.70% 0.43% -0.87%
2013 5.89% 2.28% 8.29% 8.33%
2012 9.41% -4.28% -0.03% 9.99%

2011 -1.70% -0.02% -14.64% 2.06%
2010 -0.76% -5.81% 11.11% 2.53%
2009 -8.83% 16.11% 8.55% 0.76%
2008 -23.50% -10.11% -- --

Rank in Category (By Total Return)

YTD 44
1-Month 15
3-Month 48
1-Year 45
3-Year 27
5-Year 78

Load Adjusted Returns

1-Year 22.49%
3-Year 8.50%
5-Year 7.15%
10-Year 6.21%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.71
Morningstar Risk Rating

Fund Overview

Category International Equity
Fund Family Mackenzie Investments
Net Assets 23.03M
YTD Return 6.20%
Yield 0.00%
Morningstar Rating
Inception Date Apr 02, 2008

Fund Summary

The Fund employs a global investment strategy to achieve capital growth over the longer term, consistent with preservation of invested capital.

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