Toronto - Delayed Quote CAD

Desjardins American Equity Value C (0P0001105Q.TO)

25.30 +0.02 (+0.07%)
At close: November 29 at 3:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 22.07%
5y Average Return 9.20%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Nov 29, 2024) 24.57%
Worst 1Y Total Return (Nov 29, 2024) --
Best 3Y Total Return 24.57%
Worst 3Y Total Return 3.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001105Q.TO
Category
YTD
15.79%
0.00%
1-Month
1.17%
0.00%
3-Month
2.03%
0.00%
1-Year
23.54%
0.00%
3-Year
7.87%
0.00%
5-Year
8.68%
0.00%
10-Year
9.05%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001105Q.TO
Category
2024
--
--
2023
2.64%
--
2022
0.30%
--
2021
24.57%
--
2020
-1.65%
--
2019
20.78%
--
2018
-2.83%
--
2017
4.60%
--

2016
8.55%
--
2015
16.29%
--
2014
20.40%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.71% -0.17% 5.46% --
2023 -2.49% 1.29% -1.64% 5.66%
2022 -1.08% -8.15% -0.47% 10.91%
2021 9.23% 2.89% 2.59% 8.05%
2020 -18.53% 8.94% 2.27% 8.36%
2019 10.30% 1.43% 3.45% 4.35%
2018 0.49% 2.22% 3.69% -8.77%
2017 1.56% -1.10% -1.65% 5.87%
2016 -6.38% 2.81% 4.01% 8.43%
2015 8.91% -1.85% -0.82% 9.70%

2014 6.15% 0.52% 4.21% 8.28%

Rank in Category (By Total Return)

YTD 84
1-Month 66
3-Month 85
1-Year 91
3-Year 66
5-Year 90

Load Adjusted Returns

1-Year 23.54%
3-Year 7.87%
5-Year 8.68%
10-Year 9.05%

Performance & Risk

YTD Return 22.07%
5y Average Return 9.20%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.61
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Desjardins Investments Inc
Net Assets 116.99M
YTD Return 15.79%
Yield 0.67%
Morningstar Rating
Inception Date Jan 12, 2004

Fund Summary

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