YHD - Delayed Quote CAD
IA Clarington Tactical Bond Class L (0P0000SHOU.TO)
10.44
0.00
(0.00%)
At close: June 28 at 6:07:38 PM EDT
Performance Overview
| Morningstar Return Rating | 2 |
| YTD Return | -- |
| 5y Average Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 1 |
| Best 1Y Total Return | 2.98% |
| Worst 1Y Total Return | -1.08% |
| Best 3Y Total Return | 2.98% |
| Worst 3Y Total Return | 0.47% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000SHOU.TO
Category
- YTD
- 1.80%
- 1.22%
- 1-Month
- 0.82%
- 0.28%
- 3-Month
- 1.67%
- 1.22%
- 1-Year
- 0.71%
- 2.31%
- 3-Year
- 2.02%
- 3.04%
- 5-Year
- 0.80%
- 2.95%
- 10-Year
- 0.00%
- 3.87%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000SHOU.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2018 | 0.08% | -0.27% | 0.31% | -1.19% |
| 2017 | 1.04% | -0.03% | -0.08% | 0.58% |
| 2016 | -0.28% | 1.95% | 1.30% | -0.57% |
| 2015 | 1.78% | -0.22% | -1.45% | 0.29% |
| 2014 | 1.71% | 0.34% | -0.32% | -0.97% |
| 2013 | 1.06% | -1.28% | 0.45% | 0.07% |
| 2012 | 1.30% | 0.11% | 0.96% | 0.58% |
| 2011 | 0.68% | 0.27% | 1.53% | -- |
Rank in Category (By Total Return)
| YTD | 16 |
| 1-Month | 2 |
| 3-Month | 97 |
| 1-Year | 97 |
| 3-Year | 30 |
| 5-Year | 97 |
Load Adjusted Returns
| 1-Year | 0.71% |
| 3-Year | 2.02% |
| 5-Year | 0.80% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 16 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.23 |
| Morningstar Risk Rating |
Fund Overview
| Category | Canadian Fixed Income |
| Fund Family | IA Clarington Investments Inc |
| Net Assets | 2.52M |
| YTD Return | 1.80% |
| Yield | 3.47% |
| Morningstar Rating | |
| Inception Date | Mar 02, 2011 |
Fund Summary
The Fund’s objective is to provide a return that is similar to the return of a Canadian tactical fixed income mutual fund. The Fund invests primarily, directly or indirectly, in securities held by a Canadian tactical fixed income mutual fund managed by IA Clarington, or an affiliate or associate of IA Clarington, and may invest all or a portion of its portfolio in Securities of the Reference Fund.
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