Toronto - Delayed Quote CAD

IA Clarington Strategic Equity Inc EX (0P0000TYGV.TO)

24.56
+0.05
+(0.19%)
At close: January 20 at 3:00:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 1.10%
5y Average Return 6.78%
Number of Years Up 9
Number of Years Down 4
Best 1Y Total Return (Jan 20, 2025) 27.02%
Worst 1Y Total Return (Jan 20, 2025) --
Best 3Y Total Return 27.02%
Worst 3Y Total Return 2.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000TYGV.TO
Category
YTD
14.06%
0.00%
1-Month
-3.41%
0.00%
3-Month
0.93%
0.00%
1-Year
14.06%
0.00%
3-Year
4.23%
0.00%
5-Year
7.15%
0.00%
10-Year
6.04%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000TYGV.TO
Category
2024
14.06%
--
2023
8.27%
--
2022
-8.30%
--
2021
27.02%
--
2020
-1.79%
--
2019
15.60%
--
2018
-4.64%
--
2017
7.00%
--

2016
10.78%
--
2015
-2.58%
--
2014
11.26%
--
2013
18.25%
--
2012
9.52%
--
2011
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.03% -1.78% 8.50% 0.93%
2023 2.66% 1.51% -4.10% 8.33%
2022 1.32% -9.85% -3.80% 4.37%
2021 8.34% 6.80% 1.49% 8.17%
2020 -17.56% 5.38% 5.33% 7.33%
2019 8.71% 1.70% 0.94% 3.59%
2018 -3.28% 2.73% 2.76% -6.61%
2017 3.52% 0.53% 0.69% 2.12%
2016 1.46% 2.44% 4.07% 2.42%
2015 1.09% -1.41% -4.15% 1.98%

2014 5.12% 5.09% 0.16% 0.56%
2013 7.22% 0.63% 3.79% 5.60%
2012 6.01% -2.71% 3.46% 2.64%
2011 7.06% -- -- --

Rank in Category (By Total Return)

YTD 77
1-Month 77
3-Month 59
1-Year 77
3-Year 90
5-Year 75

Load Adjusted Returns

1-Year 14.06%
3-Year 4.23%
5-Year 7.15%
10-Year 6.04%

Performance & Risk

YTD Return 1.10%
5y Average Return 6.78%
Rank in Category (ytd) 77
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category --
Fund Family IA Clarington Investments Inc
Net Assets 276.52M
YTD Return 14.06%
Yield 1.11%
Morningstar Rating
Inception Date Jul 19, 2010

Fund Summary

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