Toronto - Delayed Quote CAD

ivari Canadian Balanced GIF (0P0000M6KH.TO)

15.36 +0.04 (+0.26%)
At close: September 3 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.39%
5y Average Return 2.97%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Aug 30, 2024) 11.47%
Worst 1Y Total Return (Aug 30, 2024) --
Best 3Y Total Return 11.47%
Worst 3Y Total Return 0.29%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000M6KH.TO
Category
YTD
6.65%
0.00%
1-Month
4.44%
0.00%
3-Month
6.83%
0.00%
1-Year
10.84%
0.00%
3-Year
1.27%
0.00%
5-Year
3.01%
0.00%
10-Year
1.88%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000M6KH.TO
Category
2024
--
--
2023
6.17%
--
2022
-8.44%
--
2021
5.91%
--
2020
4.01%
--
2019
11.47%
--
2018
-5.86%
--
2017
2.66%
--

2016
4.63%
--
2015
-4.22%
--
2014
5.61%
--
2013
5.17%
--
2012
3.35%
--
2011
-2.06%
--
2010
7.37%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.62% 0.49% -- --
2023 3.16% -0.08% -4.19% 7.51%
2022 -1.05% -7.79% -1.76% 2.15%
2021 0.56% 3.33% -0.49% 2.43%
2020 -10.15% 10.08% 3.77% 1.35%
2019 7.57% 2.02% 1.36% 0.22%
2018 -2.85% 3.18% -1.29% -4.85%
2017 0.97% -1.43% 0.40% 2.74%
2016 -0.04% 2.68% 2.59% -0.64%
2015 3.52% -1.78% -4.58% -1.28%

2014 3.85% 3.04% -1.44% 0.13%
2013 1.74% -3.42% 2.80% 4.12%
2012 1.15% -1.41% 3.43% 0.21%
2011 1.68% -0.68% -5.19% 2.30%
2010 1.78% -2.17% 5.62% 2.09%

Rank in Category (By Total Return)

YTD 76
1-Month 8
3-Month 8
1-Year 59
3-Year 86
5-Year 91

Load Adjusted Returns

1-Year 10.84%
3-Year 1.27%
5-Year 3.01%
10-Year 1.88%

Performance & Risk

YTD Return 7.39%
5y Average Return 2.97%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category --
Fund Family ivari
Net Assets 24.12M
YTD Return 6.65%
Yield 0.00%
Morningstar Rating
Inception Date Oct 06, 2009

Fund Summary

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