Toronto - Delayed Quote • CAD
United Intl Equity Growth Corp Cl I (0P0000NFZ8.TO)
At close: September 12 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 14.09% |
| 5y Average Return | 10.63% |
| Number of Years Up | 11 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Sep 12, 2024) | 38.21% |
| Worst 1Y Total Return (Sep 12, 2024) | -- |
| Best 3Y Total Return | 38.21% |
| Worst 3Y Total Return | 3.23% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000NFZ8.TO
Category
- YTD
- 16.27%
- 0.00%
- 1-Month
- 1.42%
- 0.00%
- 3-Month
- 1.83%
- 0.00%
- 1-Year
- 21.31%
- 0.00%
- 3-Year
- 5.71%
- 0.00%
- 5-Year
- 11.27%
- 0.00%
- 10-Year
- 10.18%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000NFZ8.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 12.53% | 0.94% | -- | -- |
| 2023 | 8.32% | 2.14% | -2.79% | 7.19% |
| 2022 | -12.72% | -13.02% | -0.89% | 12.01% |
| 2021 | 5.05% | 7.05% | 4.89% | 7.86% |
| 2020 | -12.80% | 13.59% | 4.88% | 5.38% |
| 2019 | 11.62% | 3.62% | -0.99% | 6.90% |
| 2018 | -0.06% | 2.97% | 0.97% | -12.19% |
| 2017 | 6.41% | 5.84% | 3.72% | 3.32% |
| 2016 | -3.95% | 1.51% | 4.96% | -2.36% |
| 2015 | 14.06% | 2.12% | -3.62% | 7.94% |
| 2014 | 0.89% | 1.89% | -1.98% | 3.12% |
| 2013 | 11.37% | 4.24% | 8.13% | 10.11% |
| 2012 | 14.46% | -6.18% | 6.88% | 8.19% |
| 2011 | 1.36% | 1.08% | -17.29% | 3.32% |
| 2010 | 1.65% | -7.92% | 12.90% | 7.81% |
| 2009 | -9.57% | 8.19% | 8.96% | 3.53% |
| 2008 | -6.79% | -- | -- | -- |
Rank in Category (By Total Return)
Rank in Category (By Total Return) Information Not Available
Load Adjusted Returns
| 1-Year | 21.31% |
| 3-Year | 5.71% |
| 5-Year | 11.27% |
| 10-Year | 10.18% |
Performance & Risk
| YTD Return | 14.09% |
| 5y Average Return | 10.63% |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | -- |
| Fund Family | CI Investments Inc |
| Net Assets | 349.39M |
| YTD Return | 16.27% |
| Yield | 0.00% |
| Morningstar Rating | -- |
| Inception Date | Jun 17, 2011 |
Fund Summary
Fund Summary Information Not Available
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