Toronto - Free Realtime Quote • CAD
Symmetry Balanced Port LB (0P0000V5KZ.TO)
As of August 28 at 4:00 PM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.49% |
| 5y Average Return | 4.78% |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Aug 27, 2024) | 11.48% |
| Worst 1Y Total Return (Aug 27, 2024) | -- |
| Best 3Y Total Return | 11.48% |
| Worst 3Y Total Return | 1.29% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000V5KZ.TO
Category
- YTD
- 8.14%
- 0.00%
- 1-Month
- 3.01%
- 0.00%
- 3-Month
- 6.37%
- 0.00%
- 1-Year
- 11.19%
- 0.00%
- 3-Year
- 2.55%
- 0.00%
- 5-Year
- 4.55%
- 0.00%
- 10-Year
- 4.04%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000V5KZ.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.13% | 0.82% | -- | -- |
| 2023 | 3.97% | 0.53% | -2.92% | 7.45% |
| 2022 | -3.61% | -10.48% | -1.45% | 4.97% |
| 2021 | 1.21% | 4.93% | -0.24% | 3.65% |
| 2020 | -9.49% | 8.93% | 2.58% | 4.82% |
| 2019 | 6.15% | 1.37% | 0.81% | 1.61% |
| 2018 | -0.66% | 1.29% | 0.04% | -4.85% |
| 2017 | 2.62% | 0.05% | -0.07% | 3.23% |
| 2016 | -2.12% | 1.58% | 3.69% | 0.61% |
| 2015 | 4.97% | -1.90% | -2.34% | 2.64% |
| 2014 | 3.15% | 1.62% | 0.54% | 1.13% |
| 2013 | 3.75% | -0.36% | 3.06% | 4.63% |
| 2012 | -2.07% | 2.45% | 2.08% | -- |
Rank in Category (By Total Return)
| YTD | 68 |
| 1-Month | 44 |
| 3-Month | 32 |
| 1-Year | 77 |
| 3-Year | 63 |
| 5-Year | 67 |
Load Adjusted Returns
| 1-Year | 11.19% |
| 3-Year | 2.55% |
| 5-Year | 4.55% |
| 10-Year | 4.04% |
Performance & Risk
| YTD Return | 8.49% |
| 5y Average Return | 4.78% |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Mackenzie Investments |
| Net Assets | 2.06B |
| YTD Return | 8.14% |
| Yield | 1.06% |
| Morningstar Rating | |
| Inception Date | Apr 01, 2019 |
Fund Summary
Fund Summary Information Not Available
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