Toronto - Delayed Quote CAD

United Intl Equity Value Corporate Cl I (0P0000NFZC.TO)

22.10 +0.03 (+0.13%)
At close: November 21 at 3:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 10.44%
5y Average Return 6.31%
Number of Years Up 13
Number of Years Down 2
Best 1Y Total Return (Nov 21, 2024) 30.85%
Worst 1Y Total Return (Nov 21, 2024) --
Best 3Y Total Return 30.85%
Worst 3Y Total Return 1.96%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000NFZC.TO
Category
YTD
11.70%
0.00%
1-Month
-2.32%
0.00%
3-Month
0.29%
0.00%
1-Year
18.81%
0.00%
3-Year
8.21%
0.00%
5-Year
6.93%
0.00%
10-Year
8.59%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000NFZC.TO
Category
2024
--
--
2023
13.27%
--
2022
-0.97%
--
2021
7.01%
--
2020
0.47%
--
2019
15.01%
--
2018
0.36%
--
2017
14.52%
--

2016
5.66%
--
2015
19.12%
--
2014
5.34%
--
2013
30.85%
--
2012
11.67%
--
2011
-7.51%
--
2010
6.00%
--
2009
8.10%
--
2008
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.79% -1.51% 8.72% --
2023 5.96% 0.86% 0.22% 5.75%
2022 -3.28% -7.87% -3.74% 15.44%
2021 2.59% 3.11% -0.07% 1.23%
2020 -16.17% 8.45% 0.01% 10.50%
2019 6.32% 0.94% 1.71% 5.36%
2018 3.81% -0.66% 2.14% -4.72%
2017 6.35% 4.91% -0.24% 2.87%
2016 -7.08% 2.19% 9.07% 2.03%
2015 14.83% 0.97% -5.13% 8.30%

2014 3.22% 1.42% 0.31% 0.31%
2013 8.87% 2.81% 7.83% 8.41%
2012 8.49% -5.87% 3.46% 5.69%
2011 0.76% 0.86% -9.53% 0.59%
2010 0.46% -8.96% 9.08% 6.24%
2009 -10.10% 11.65% 6.34% 1.29%
2008 -14.77% -- -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 18.81%
3-Year 8.21%
5-Year 6.93%
10-Year 8.59%

Performance & Risk

YTD Return 10.44%
5y Average Return 6.31%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.77
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family CI Investments Inc
Net Assets 620.11M
YTD Return 11.70%
Yield 0.00%
Morningstar Rating --
Inception Date Jun 17, 2011

Fund Summary

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