Toronto - Delayed Quote CAD

IA Clarington Canadian Balanced L5 (0P0000SHOI.TO)

8.76
+0.03
+(0.38%)
At close: August 27 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating 1
YTD Return --
5y Average Return --
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return 13.97%
Worst 1Y Total Return -9.02%
Best 3Y Total Return 13.97%
Worst 3Y Total Return 0.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000SHOI.TO
Category
YTD
12.04%
2.23%
1-Month
1.26%
0.81%
3-Month
2.53%
2.23%
1-Year
17.85%
9.15%
3-Year
5.04%
4.97%
5-Year
3.69%
6.36%
10-Year
4.75%
4.46%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000SHOI.TO
Category
2021
--
--
2020
1.62%
--
2019
10.42%
--
2018
-9.02%
--
2017
1.42%
--
2016
8.89%
--
2015
-4.31%
-0.11%
2014
6.21%
8.29%

2013
13.97%
11.15%
2012
6.68%
6.27%
2011
--
-2.06%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 5.66% 4.81% -- --
2020 -14.04% 6.57% 3.11% 7.59%
2019 6.45% 0.18% 1.82% 1.68%
2018 -3.54% 2.28% -1.61% -6.28%
2017 1.24% -1.93% 0.04% 2.11%
2016 3.25% 1.10% 1.92% 2.34%
2015 1.66% -2.53% -3.45% 0.02%
2014 2.90% 2.60% -0.23% 0.84%
2013 5.45% -0.73% 4.35% 4.33%
2012 3.05% -1.73% 2.23% 3.05%

2011 -0.09% -5.80% 3.50% --

Rank in Category (By Total Return)

YTD 5
1-Month 65
3-Month 31
1-Year 8
3-Year 93
5-Year 98

Load Adjusted Returns

1-Year 22.85%
3-Year 4.64%
5-Year 3.64%
10-Year 4.17%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Canadian Neutral Balanced
Fund Family IA Clarington Investments Inc
Net Assets 320.47M
YTD Return 12.04%
Yield 1.40%
Morningstar Rating
Inception Date Mar 02, 2011

Fund Summary

The Fund's objective is to achieve capital appreciation and income with a focus on preserving the value of the original capital by investing primarily in a portfolio of Canadian equity and fixed income investments.

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