Toronto - Delayed Quote • CAD
iA Cdn Opp Hyb Fid SRPOther (0P0000S8W4.TO)
At close: July 25 at 4:00 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 3.98% |
5y Average Return | 9.57% |
Number of Years Up | 9 |
Number of Years Down | 3 |
Best 1Y Total Return (Jul 24, 2024) | 21.61% |
Worst 1Y Total Return (Jul 24, 2024) | -- |
Best 3Y Total Return | 21.61% |
Worst 3Y Total Return | 3.15% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000S8W4.TO
Category
- YTD
- 2.31%
- 0.00%
- 1-Month
- -0.72%
- 0.00%
- 3-Month
- -0.65%
- 0.00%
- 1-Year
- 7.55%
- 0.00%
- 3-Year
- 3.95%
- 0.00%
- 5-Year
- 9.33%
- 0.00%
- 10-Year
- 6.89%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000S8W4.TO
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 2.97% | -0.65% | -- | -- |
2023 | 6.40% | 1.52% | -3.04% | 8.42% |
2022 | -1.90% | -11.43% | 2.51% | 5.57% |
2021 | 2.94% | 5.73% | 0.72% | 2.10% |
2020 | -11.40% | 16.89% | 7.63% | 9.10% |
2019 | 8.85% | 1.62% | 2.90% | 2.10% |
2018 | -2.35% | 3.44% | -0.43% | -2.54% |
2017 | 0.90% | -0.56% | -1.34% | 2.33% |
2016 | 3.42% | 9.57% | 2.92% | 0.29% |
2015 | 1.41% | 0.53% | -8.72% | -0.30% |
2014 | 1.98% | 0.97% | 0.56% | 3.95% |
2013 | 0.86% | 0.05% | 4.05% | 4.67% |
2012 | 3.96% | -3.19% | 3.64% | 2.59% |
2011 | -5.33% | -6.21% | 1.60% | -- |
Rank in Category (By Total Return)
YTD | 95 |
1-Month | 81 |
3-Month | 69 |
1-Year | 66 |
3-Year | 25 |
5-Year | 1 |
Load Adjusted Returns
1-Year | 7.55% |
3-Year | 3.95% |
5-Year | 9.33% |
10-Year | 6.89% |
Performance & Risk
YTD Return | 3.98% |
5y Average Return | 9.57% |
Rank in Category (ytd) | 95 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.95 |
Morningstar Risk Rating |
Fund Overview
Category | -- |
Fund Family | Industrial Alliance Insurance and Fin |
Net Assets | 75.72M |
YTD Return | 2.31% |
Yield | 0.00% |
Morningstar Rating | |
Inception Date | Dec 07, 2015 |
Fund Summary
Fund Summary Information Not Available
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