Toronto - Delayed Quote CAD
IA Clarington Tactical Income Class L8 (0P0000SHOZ.TO)
6.54
-0.01
(-0.22%)
At close: March 11 at 3:00:00 PM EST
Fund Summary
The Fundâs objective is to provide a return that is similar to the return of a Canadian tactical balanced mutual fund. The Fund invests primarily, directly or indirectly, in securities held by a Canadian tactical balanced 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 12.00% |
| Worst 1Y Total Return | -6.60% |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 14 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000SHOZ.TO | Category Average | 0P0000SHOZ.TO | Category Average | 0P0000SHOZ.TO | Category Average | |
| Alpha | -1.82 | 0.01 | -1.38 | 0.02 | -2.75 | 0 |
| BETA | 1.04 | 0.01 | 0.97 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.53 | 0 | 0.49 | 0.01 | 0.33 | 0 |
| R-squared | 83.81 | 0.61 | 79.04 | 0.63 | 74.25 | 0.76 |
| Standard Deviation | 9.78 | 0.05 | 7.82 | 0.05 | 6.93 | 0.07 |
| Sharpe Ratio | 0.53 | 0.01 | 0.62 | 0.01 | 0.43 | 0 |
| Treynor Ratio | 4.78 | 0.05 | 4.9 | 0.06 | 2.84 | 0.04 |
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