Toronto - Delayed Quote CAD

IA Clarington Loomis Global Allc L8 (0P0000SHOP.TO)

2.3665
+0.0362
+(1.55%)
At close: January 22 at 3:00:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 3.51%
5y Average Return 7.04%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (Jan 21, 2025) 19.95%
Worst 1Y Total Return (Jan 21, 2025) --
Best 3Y Total Return 19.95%
Worst 3Y Total Return 0.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000SHOP.TO
Category
YTD
18.01%
0.00%
1-Month
-1.28%
0.00%
3-Month
2.47%
0.00%
1-Year
18.01%
0.00%
3-Year
3.72%
0.00%
5-Year
6.83%
0.00%
10-Year
7.06%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000SHOP.TO
Category
2024
18.01%
--
2023
17.81%
--
2022
-19.75%
--
2021
12.10%
--
2020
11.26%
--
2019
19.95%
--
2018
-0.95%
--
2017
13.51%
--

2016
2.05%
--
2015
3.26%
--
2014
0.71%
--
2013
13.38%
--
2012
7.79%
--
2011
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.83% 1.77% 3.98% 2.47%
2023 6.56% 3.15% -1.68% 9.01%
2022 -11.39% -13.46% -1.38% 6.11%
2021 0.40% 5.19% 0.88% 5.22%
2020 -8.67% 11.98% 4.95% 3.66%
2019 9.63% 3.54% 1.17% 4.45%
2018 2.33% 2.92% 0.19% -6.13%
2017 4.59% 3.43% 0.84% 4.06%
2016 -4.28% 1.21% 5.31% 0.04%
2015 3.12% -1.96% -1.31% 3.49%

2014 0.43% 1.69% -2.00% 0.62%
2013 5.53% 0.48% 3.18% 3.62%
2012 6.11% -2.31% 2.17% 1.79%
2011 -1.74% -8.95% 6.31% --

Rank in Category (By Total Return)

YTD 34
1-Month 65
3-Month 49
1-Year 34
3-Year 69
5-Year 49

Load Adjusted Returns

1-Year 18.01%
3-Year 3.72%
5-Year 6.83%
10-Year 7.06%

Performance & Risk

YTD Return 3.51%
5y Average Return 7.04%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.27
Morningstar Risk Rating

Fund Overview

Category --
Fund Family IA Clarington Investments Inc
Net Assets 3.49B
YTD Return 18.01%
Yield 0.00%
Morningstar Rating
Inception Date Jul 06, 2009

Fund Summary

null

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