Toronto - Delayed Quote • CAD
IA Clarington Growth & Income Fund Series A (0P000155GR.TO)
As of July 7 at 4:00 PM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | 1 |
| YTD Return | -- |
| 5y Average Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 2 |
| Best 1Y Total Return | 16.88% |
| Worst 1Y Total Return | -8.34% |
| Best 3Y Total Return | 16.88% |
| Worst 3Y Total Return | 3.22% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P000155GR.TO
Category
- YTD
- -17.73%
- 2.32%
- 1-Month
- 2.55%
- 0.96%
- 3-Month
- 4.31%
- 2.32%
- 1-Year
- -12.75%
- 12.66%
- 3-Year
- -3.24%
- 5.28%
- 5-Year
- 0.95%
- 7.19%
- 10-Year
- 0.00%
- 4.27%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P000155GR.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2020 | -30.95% | -- | -- | -- |
| 2019 | 11.16% | 1.31% | -2.55% | 4.32% |
| 2018 | -1.99% | 0.86% | 4.31% | -11.10% |
| 2017 | 1.71% | -1.35% | 0.57% | 3.86% |
| 2016 | 2.01% | 3.18% | 6.89% | 3.89% |
| 2015 | 2.88% | 1.00% | -5.41% | 0.85% |
Rank in Category (By Total Return)
| YTD | 100 |
| 1-Month | 24 |
| 3-Month | 84 |
| 1-Year | 100 |
| 3-Year | 100 |
| 5-Year | 99 |
Load Adjusted Returns
| 1-Year | -12.75% |
| 3-Year | -3.24% |
| 5-Year | 0.95% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 100 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.79 |
| Morningstar Risk Rating |
Fund Overview
| Category | Canadian Equity Balanced |
| Fund Family | IA Clarington Investments Inc |
| Net Assets | 37.74M |
| YTD Return | -17.73% |
| Yield | 2.42% |
| Morningstar Rating | |
| Inception Date | Dec 29, 2014 |
Fund Summary
The Fundâs objective is to provide income and long term capital appreciation by investing primarily in equity securities of companies in Canada as well as the U.S., and higher yielding income-oriented securities.
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