Toronto - Delayed Quote CAD
Desjardins Melodia Aggressive Growth Portfolio C-Class Units (0P0001107O.TO)
At close: January 22 at 3:00 PM EST
Performance Overview
| Morningstar Return Rating | 4 |
| YTD Return | -- |
| 5y Average Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 1 |
| Best 1Y Total Return | 15.79% |
| Worst 1Y Total Return | -5.17% |
| Best 3Y Total Return | 15.79% |
| Worst 3Y Total Return | 3.45% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001107O.TO
Category
- YTD
- 2.32%
- 3.59%
- 1-Month
- 2.64%
- 1.07%
- 3-Month
- 9.22%
- 3.59%
- 1-Year
- 10.73%
- 11.18%
- 3-Year
- 6.75%
- 6.56%
- 5-Year
- 6.51%
- 8.97%
- 10-Year
- 0.00%
- 4.04%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001107O.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2020 | -13.46% | 13.85% | 4.35% | 7.99% |
| 2019 | 8.55% | 1.72% | 0.89% | 3.95% |
| 2018 | 0.84% | 1.74% | -0.78% | -6.84% |
| 2017 | 4.39% | 1.42% | 1.37% | 4.32% |
| 2016 | -2.44% | 1.91% | 5.24% | -0.34% |
| 2015 | 6.99% | -1.55% | -4.61% | 3.70% |
| 2014 | 4.22% | 2.18% | 0.04% | 1.11% |
Rank in Category (By Total Return)
| YTD | 23 |
| 1-Month | 49 |
| 3-Month | 30 |
| 1-Year | 23 |
| 3-Year | 37 |
| 5-Year | 30 |
Load Adjusted Returns
| 1-Year | 11.02% |
| 3-Year | 6.83% |
| 5-Year | 7.32% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 23 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Fund Overview
| Category | Global Equity Balanced |
| Fund Family | Desjardins Investments Inc |
| Net Assets | 1.57B |
| YTD Return | 2.32% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 22, 2013 |
Fund Summary
This Portfolio is a strategic asset allocation fund. Its objective is to provide longterm capital appreciation and generate a low income return. Consequently, the Portfolio invests mainly in the units of mutual funds which themselves invest in equity and fixed-income securities throughout the world.
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