Toronto - Delayed Quote CAD

IA Wealth Core Bond Pool L (0P0000SHOG.TO)

11.73
-0.02
(-0.19%)
At close: January 22 at 3:00:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return -0.13%
5y Average Return -0.88%
Number of Years Up 9
Number of Years Down 4
Best 1Y Total Return (Jan 21, 2025) 7.04%
Worst 1Y Total Return (Jan 21, 2025) --
Best 3Y Total Return 7.04%
Worst 3Y Total Return -4.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000SHOG.TO
Category
YTD
3.02%
0.00%
1-Month
-0.93%
0.00%
3-Month
-0.37%
0.00%
1-Year
3.02%
0.00%
3-Year
-1.89%
0.00%
5-Year
-0.60%
0.00%
10-Year
0.52%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000SHOG.TO
Category
2024
3.02%
--
2023
5.12%
--
2022
-12.80%
--
2021
-3.99%
--
2020
7.04%
--
2019
5.39%
--
2018
-0.68%
--
2017
1.33%
--

2016
0.62%
--
2015
1.73%
--
2014
6.90%
--
2013
-2.75%
--
2012
2.16%
--
2011
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.49% 0.58% 4.36% -0.37%
2023 2.59% -0.62% -4.76% 8.25%
2022 -7.02% -6.20% 0.07% -0.09%
2021 -5.05% 1.23% -0.96% 0.85%
2020 0.40% 6.10% 0.11% 0.37%
2019 3.46% 2.24% 0.74% -1.10%
2018 -0.35% 0.22% -1.47% 0.93%
2017 1.09% 0.69% -2.24% 1.84%
2016 1.07% 2.16% 1.03% -3.54%
2015 3.64% -2.03% -0.42% 0.60%

2014 2.39% 1.49% 0.78% 2.07%
2013 0.38% -3.00% -0.37% 0.24%
2012 -0.56% 1.67% 0.95% 0.11%
2011 1.97% 4.37% 1.57% --

Rank in Category (By Total Return)

YTD 93
1-Month 89
3-Month 82
1-Year 93
3-Year 99
5-Year 99

Load Adjusted Returns

1-Year 3.02%
3-Year -1.89%
5-Year -0.60%
10-Year 0.52%

Performance & Risk

YTD Return -0.13%
5y Average Return -0.88%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category --
Fund Family IA Clarington Investments Inc
Net Assets 201.41M
YTD Return 3.02%
Yield 1.84%
Morningstar Rating
Inception Date Jul 19, 2010

Fund Summary

null

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