Toronto - Delayed Quote CAD

IG/GWL Core Port Bal Gr GIF 75/75 A (0P0000MWOZ.TO)

21.38 +0.03 (+0.12%)
At close: May 17 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.14%
5y Average Return 5.38%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (May 17, 2024) 17.73%
Worst 1Y Total Return (May 17, 2024) --
Best 3Y Total Return 17.73%
Worst 3Y Total Return 1.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000MWOZ.TO
Category
YTD
3.90%
0.00%
1-Month
-1.90%
0.00%
3-Month
3.37%
0.00%
1-Year
7.55%
0.00%
3-Year
2.86%
0.00%
5-Year
4.40%
0.00%
10-Year
4.81%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000MWOZ.TO
Category
2024
--
--
2023
8.70%
--
2022
-10.29%
--
2021
12.44%
--
2020
5.73%
--
2019
13.86%
--
2018
-6.67%
--
2017
9.03%
--

2016
4.62%
--
2015
6.64%
--
2014
7.47%
--
2013
17.73%
--
2012
8.20%
--
2011
-9.38%
--
2010
7.22%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.91% -- -- --
2023 3.70% 0.87% -2.37% 6.44%
2022 -4.60% -10.35% -1.02% 5.99%
2021 3.27% 4.22% 0.61% 3.84%
2020 -14.19% 10.61% 4.17% 6.93%
2019 7.87% 1.06% 0.73% 3.69%
2018 -0.70% 1.59% 0.61% -8.04%
2017 3.43% 0.75% 0.44% 4.16%
2016 -3.58% 1.35% 4.83% 2.12%
2015 6.90% -0.37% -4.56% 4.91%

2014 3.96% 1.71% 0.53% 1.09%
2013 5.22% -0.09% 4.21% 7.46%
2012 7.50% -4.18% 3.21% 1.78%
2011 1.97% -3.05% -11.27% 3.31%
2010 1.14% -6.94% 7.29% 6.19%

Rank in Category (By Total Return)

YTD 63
1-Month 46
3-Month 58
1-Year 61
3-Year 47
5-Year 54

Load Adjusted Returns

1-Year 7.55%
3-Year 2.86%
5-Year 4.40%
10-Year 4.81%

Performance & Risk

YTD Return 7.14%
5y Average Return 5.38%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Investors Group Inc
Net Assets 21.79M
YTD Return 3.90%
Yield 0.00%
Morningstar Rating
Inception Date Feb 06, 2017

Fund Summary

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