Toronto - Delayed Quote CAD

IA Clarington Tactical Income Class L (0P0000SHOX.TO)

14.36
+0.14
+(0.98%)
At close: June 24 at 4:00:00 PM EDT

Fund Summary

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Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 15.99%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 3

Performance & Risk

YTD Return -7.34%
5y Average Return 3.25%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P0000SHOX.TOCategory Average0P0000SHOX.TOCategory Average0P0000SHOX.TOCategory Average
Alpha 0.66 -- -0.56 -- -1.73 --
BETA 1.02 -- 0.94 -- 0.95 --
Mean Annual Return 0.33 -- 0.31 -- 0.31 --
R-squared 82.24 -- 78.91 -- 74.44 --
Standard Deviation 10.22 -- 8.47 -- 6.94 --
Sharpe Ratio 5.36 -- 7.08 -- 8.08 --
Treynor Ratio 2.9 -- 2.64 -- 2.95 --

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