Toronto - Free Realtime Quote CAD

Symmetry Conservative Inc Port LM (0P0000V5LA.TO)

6.21 -0.03 (-0.47%)
As of August 22 at 4:00 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 6.20%
5y Average Return 2.50%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Aug 23, 2024) 7.92%
Worst 1Y Total Return (Aug 23, 2024) --
Best 3Y Total Return 7.92%
Worst 3Y Total Return -0.84%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000V5LA.TO
Category
YTD
5.15%
0.00%
1-Month
2.55%
0.00%
3-Month
5.32%
0.00%
1-Year
8.77%
0.00%
3-Year
0.43%
0.00%
5-Year
2.27%
0.00%
10-Year
2.66%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000V5LA.TO
Category
2024
--
--
2023
7.92%
--
2022
-11.56%
--
2021
3.41%
--
2020
6.60%
--
2019
7.63%
--
2018
-2.54%
--
2017
4.32%
--

2016
4.12%
--
2015
1.87%
--
2014
6.14%
--
2013
3.39%
--
2012
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.98% 0.55% -- --
2023 3.71% -0.17% -2.99% 7.45%
2022 -5.28% -8.71% -1.40% 3.73%
2021 -1.56% 3.15% -0.37% 2.23%
2020 -5.02% 6.98% 1.79% 3.06%
2019 4.56% 1.37% 0.78% 0.75%
2018 -0.22% 0.45% -0.18% -2.59%
2017 1.91% 0.15% -0.15% 2.38%
2016 0.38% 1.98% 2.49% -0.76%
2015 3.63% -1.70% -0.93% 0.94%

2014 3.00% 1.41% 0.60% 1.01%
2013 1.82% -1.82% 1.13% 2.27%
2012 0.02% 1.67% 1.21% --

Rank in Category (By Total Return)

YTD 74
1-Month 56
3-Month 47
1-Year 80
3-Year 68
5-Year 69

Load Adjusted Returns

1-Year 8.77%
3-Year 0.43%
5-Year 2.27%
10-Year 2.66%

Performance & Risk

YTD Return 6.20%
5y Average Return 2.50%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Mackenzie Investments
Net Assets 725.72M
YTD Return 5.15%
Yield 1.00%
Morningstar Rating
Inception Date Dec 04, 2013

Fund Summary

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