Toronto - Delayed Quote CAD

Purpose Strategic Yield Series Y (0P0000VYIV.TO)

9.04 -0.02 (-0.25%)
At close: December 19 at 3:00:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 12.24%
5y Average Return 6.01%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Dec 19, 2024) 14.51%
Worst 1Y Total Return (Dec 19, 2024) --
Best 3Y Total Return 14.51%
Worst 3Y Total Return 1.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000VYIV.TO
Category
YTD
12.25%
0.00%
1-Month
1.81%
0.00%
3-Month
4.39%
0.00%
1-Year
15.07%
0.00%
3-Year
3.05%
0.00%
5-Year
6.19%
0.00%
10-Year
4.97%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000VYIV.TO
Category
2024
--
--
2023
6.04%
--
2022
-8.67%
--
2021
11.72%
--
2020
10.15%
--
2019
7.61%
--
2018
-1.75%
--
2017
11.82%
--

2016
11.39%
--
2015
-5.23%
--
2014
0.51%
--
2013
8.60%
--
2012
14.51%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.67% 2.37% 4.19% --
2023 0.59% 0.88% 1.38% 3.07%
2022 -1.64% -5.63% -1.46% -0.15%
2021 7.13% 3.30% 0.60% 0.34%
2020 -17.16% 12.73% 8.28% 8.94%
2019 5.36% 1.12% -0.15% 1.16%
2018 1.15% 1.06% 1.18% -5.01%
2017 3.67% 2.67% 3.22% 1.78%
2016 -2.87% 5.02% 5.06% 3.94%
2015 3.19% 1.04% -4.46% -4.87%

2014 3.97% 1.67% -1.12% -3.84%
2013 4.05% -0.84% 2.34% 2.86%
2012 6.23% 1.04% 2.99% 3.59%

Rank in Category (By Total Return)

YTD 20
1-Month 9
3-Month 18
1-Year 14
3-Year 41
5-Year 6

Load Adjusted Returns

1-Year 15.07%
3-Year 3.05%
5-Year 6.19%
10-Year 4.97%

Performance & Risk

YTD Return 12.24%
5y Average Return 6.01%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.40
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Purpose Investments Inc.
Net Assets --
YTD Return 12.25%
Yield 6.77%
Morningstar Rating
Inception Date Apr 05, 2018

Fund Summary

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