Toronto - Delayed Quote CAD

CI Global Balanced Fund O (0P00011MX2.TO)

10.91
+0.00
+(0.03%)
At close: January 28 at 3:00:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 1.32%
5y Average Return 6.87%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Jan 23, 2025) 15.81%
Worst 1Y Total Return (Jan 23, 2025) --
Best 3Y Total Return 15.81%
Worst 3Y Total Return 3.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00011MX2.TO
Category
YTD
10.81%
0.00%
1-Month
1.27%
0.00%
3-Month
-0.61%
0.00%
1-Year
10.81%
0.00%
3-Year
5.71%
0.00%
5-Year
6.67%
0.00%
10-Year
7.44%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00011MX2.TO
Category
2024
10.81%
--
2023
13.74%
--
2022
-6.28%
--
2021
11.57%
--
2020
4.82%
--
2019
14.34%
--
2018
-4.62%
--
2017
10.11%
--

2016
6.68%
--
2015
15.81%
--
2014
5.04%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.03% 1.90% 5.17% -0.61%
2023 8.51% -0.99% -0.34% 6.23%
2022 -2.45% -6.41% -0.83% 3.51%
2021 7.32% 2.92% 0.02% 1.00%
2020 -10.19% 7.34% 2.14% 6.45%
2019 7.25% 0.42% 1.76% 4.33%
2018 -5.15% 3.72% 1.28% -4.27%
2017 6.98% 1.09% -0.43% 2.25%
2016 -2.00% -1.39% 8.48% 1.77%
2015 10.52% 2.85% -2.61% 4.61%

2014 5.61% -0.09% -2.39% 1.99%
2013 8.49% -- -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 10.81%
3-Year 5.71%
5-Year 6.67%
10-Year 7.44%

Performance & Risk

YTD Return 1.32%
5y Average Return 6.87%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.58
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family CI Investments Inc
Net Assets 554.42M
YTD Return 10.81%
Yield 1.09%
Morningstar Rating --
Inception Date Jan 29, 2007

Fund Summary

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