Toronto - Delayed Quote • CAD
Mackenzie Ivy International Class T5 (0P0000FWXE.TO)
At close: July 27 at 4:00 PM EDT
Fund Summary
The Fund employs a global investment strategy to achieve capital growth over the longer term, consistent with preservation of invested capital.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.06% |
| Worst 1Y Total Return | -14.37% |
| Number of Years Up | 8 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 44 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.71 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000FWXE.TO | Category Average | 0P0000FWXE.TO | Category Average | 0P0000FWXE.TO | Category Average | |
| Alpha | 3.22 | -0.01 | -0.01 | -0.01 | -1.36 | -0.01 |
| BETA | 0.71 | 0.01 | 0.7 | 0.01 | 0.8 | 0.01 |
| Mean Annual Return | 0.72 | 0.01 | 0.61 | 0.01 | 0.55 | 0 |
| R-squared | 80.09 | 0.85 | 76.52 | 0.84 | 82.84 | 0.87 |
| Standard Deviation | 10.08 | 0.12 | 8.91 | 0.11 | 10.21 | 0.14 |
| Sharpe Ratio | 0.74 | 0.01 | 0.71 | 0.01 | 0.56 | 0 |
| Treynor Ratio | 10.43 | 0.06 | 8.91 | 0.11 | 6.64 | 0 |
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