Toronto - Free Realtime Quote CAD

ivari TD Income Advantage GIF (0P0000M6KZ.TO)

12.43 -0.04 (-0.30%)
As of August 28 at 4:00 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 3.40%
5y Average Return -0.41%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (Aug 28, 2024) 5.74%
Worst 1Y Total Return (Aug 28, 2024) --
Best 3Y Total Return 5.74%
Worst 3Y Total Return -2.84%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000M6KZ.TO
Category
YTD
2.86%
0.00%
1-Month
2.51%
0.00%
3-Month
5.25%
0.00%
1-Year
6.45%
0.00%
3-Year
-1.91%
0.00%
5-Year
-0.38%
0.00%
10-Year
0.29%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000M6KZ.TO
Category
2024
--
--
2023
3.98%
--
2022
-12.13%
--
2021
1.43%
--
2020
2.91%
--
2019
5.74%
--
2018
-3.60%
--
2017
0.60%
--

2016
2.35%
--
2015
-1.12%
--
2014
5.56%
--
2013
1.59%
--
2012
2.93%
--
2011
3.46%
--
2010
4.86%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.08% 0.27% -- --
2023 2.34% -1.03% -4.59% 7.60%
2022 -4.50% -8.05% -0.97% 1.05%
2021 -1.90% 2.10% -0.49% 1.76%
2020 -6.87% 5.96% 1.49% 2.74%
2019 4.04% 1.70% 0.54% -0.60%
2018 -1.25% 0.02% -0.45% -1.95%
2017 0.47% -0.04% -1.63% 1.82%
2016 0.72% 1.81% 1.48% -1.65%
2015 2.25% -1.99% -1.40% 0.07%

2014 2.32% 1.52% 0.30% 1.33%
2013 1.54% -2.23% 0.73% 1.59%
2012 0.73% 0.25% 1.21% 0.71%
2011 0.76% 0.63% 0.52% 1.51%
2010 1.85% -0.52% 3.56% -0.07%

Rank in Category (By Total Return)

YTD 98
1-Month 80
3-Month 63
1-Year 96
3-Year 100
5-Year 100

Load Adjusted Returns

1-Year 6.45%
3-Year -1.91%
5-Year -0.38%
10-Year 0.29%

Performance & Risk

YTD Return 3.40%
5y Average Return -0.41%
Rank in Category (ytd) 98
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category --
Fund Family ivari
Net Assets 9.24M
YTD Return 2.86%
Yield 0.00%
Morningstar Rating
Inception Date Nov 02, 2012

Fund Summary

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