Toronto - Delayed Quote CAD

ivari FPG équilibré canadien 5AV (0P0000IL28.TO)

19.39 +0.02 (+0.09%)
At close: November 28 at 3:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 12.80%
5y Average Return 3.97%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Nov 28, 2024) 12.24%
Worst 1Y Total Return (Nov 28, 2024) --
Best 3Y Total Return 12.24%
Worst 3Y Total Return 0.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000IL28.TO
Category
YTD
10.58%
0.00%
1-Month
-0.33%
0.00%
3-Month
3.44%
0.00%
1-Year
18.86%
0.00%
3-Year
3.39%
0.00%
5-Year
3.99%
0.00%
10-Year
2.95%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000IL28.TO
Category
2024
--
--
2023
6.59%
--
2022
-8.08%
--
2021
6.34%
--
2020
4.41%
--
2019
11.94%
--
2018
-5.50%
--
2017
3.09%
--

2016
4.97%
--
2015
-3.90%
--
2014
5.94%
--
2013
5.53%
--
2012
3.68%
--
2011
-1.74%
--
2010
7.70%
--
2009
12.24%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.72% 0.59% 8.43% --
2023 3.26% 0.01% -4.09% 7.62%
2022 -0.96% -7.70% -1.67% 2.25%
2021 0.65% 3.42% -0.40% 2.57%
2020 -10.07% 10.18% 3.87% 1.45%
2019 7.68% 2.11% 1.46% 0.34%
2018 -2.76% 3.27% -1.20% -4.76%
2017 1.10% -1.35% 0.52% 2.83%
2016 0.04% 2.76% 2.67% -0.56%
2015 3.61% -1.70% -4.50% -1.20%

2014 3.93% 3.12% -1.36% 0.21%
2013 1.83% -3.34% 2.89% 4.21%
2012 1.22% -1.34% 3.51% 0.29%
2011 1.76% -0.60% -5.12% 2.39%
2010 1.86% -2.10% 5.70% 2.17%
2009 -1.95% 7.18% 5.36% 1.37%

Rank in Category (By Total Return)

YTD 23
1-Month 51
3-Month 1
1-Year 42
3-Year 28
5-Year 76

Load Adjusted Returns

1-Year 18.86%
3-Year 3.39%
5-Year 3.99%
10-Year 2.95%

Performance & Risk

YTD Return 12.80%
5y Average Return 3.97%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category --
Fund Family ivari
Net Assets 24.59M
YTD Return 10.58%
Yield 0.00%
Morningstar Rating
Inception Date Oct 06, 2009

Fund Summary

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