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Toronto - Delayed Quote CAD

IA Clarington Loomis répartition mond A (0P0000KS0Z.TO)

26.44
+0.10
+(0.38%)
At close: April 29 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.79%
5y Average Return 6.12%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (Apr 29, 2025) 20.13%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 20.13%
Worst 3Y Total Return 0.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000KS0Z.TO
Category
YTD
-2.64%
0.00%
1-Month
-4.44%
0.00%
3-Month
-2.64%
0.00%
1-Year
6.00%
0.00%
3-Year
7.28%
0.00%
5-Year
8.42%
0.00%
10-Year
6.63%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000KS0Z.TO
Category
2024
18.51%
--
2023
17.99%
--
2022
-19.60%
--
2021
12.27%
--
2020
11.41%
--
2019
20.13%
--
2018
-0.82%
--
2017
13.69%
--

2016
2.20%
--
2015
3.41%
--
2014
0.84%
--
2013
13.57%
--
2012
7.77%
--
2011
-1.76%
--
2010
13.04%
--
2009
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.85% 1.79% 4.27% 2.58%
2023 6.60% 3.19% -1.64% 9.05%
2022 -11.36% -13.42% -1.35% 6.19%
2021 0.43% 5.23% 0.92% 5.26%
2020 -8.63% 12.00% 4.98% 3.71%
2019 9.67% 3.58% 1.21% 4.49%
2018 2.36% 2.95% 0.22% -6.09%
2017 4.63% 3.47% 0.88% 4.09%
2016 -4.25% 1.24% 5.35% 0.07%
2015 3.15% -1.93% -1.28% 3.53%

2014 0.47% 1.72% -1.96% 0.65%
2013 5.54% 0.56% 3.23% 3.67%
2012 6.08% -2.27% 2.13% 1.78%
2011 3.28% -1.73% -8.98% 6.34%
2010 3.79% -3.75% 6.51% 6.23%
2009 3.88% -- -- --

Rank in Category (By Total Return)

YTD 95
1-Month 94
3-Month 95
1-Year 90
3-Year 38
5-Year 77

Load Adjusted Returns

1-Year 6.00%
3-Year 7.28%
5-Year 8.42%
10-Year 6.63%

Performance & Risk

YTD Return -5.79%
5y Average Return 6.12%
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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