Toronto - Delayed Quote CAD

IG Core Portfolio Class Inc Bal TNL (0P00015B5W.TO)

7.71 +0.01 (+0.15%)
At close: May 19 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.36%
5y Average Return 2.32%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 19, 2023) 10.78%
Worst 1Y Total Return (May 19, 2023) --
Best 3Y Total Return 10.78%
Worst 3Y Total Return 0.80%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00015B5W.TO
Category
YTD
3.36%
0.00%
1-Month
-0.08%
0.00%
3-Month
0.25%
0.00%
1-Year
3.92%
0.00%
3-Year
3.69%
0.00%
5-Year
2.32%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00015B5W.TO
Category
2023
--
--
2022
-9.85%
--
2021
7.59%
--
2020
5.59%
--
2019
10.78%
--
2018
-5.01%
--
2017
3.71%
--
2016
6.31%
--

2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 3.07% -- -- --
2022 -4.52% -8.53% -0.86% 4.12%
2021 1.34% 2.97% 0.28% 2.82%
2020 -9.50% 8.07% 2.89% 4.93%
2019 6.04% 1.33% 0.84% 2.24%
2018 -1.19% 0.76% 0.32% -4.89%
2017 1.49% -0.28% 0.17% 2.30%
2016 -0.14% 1.98% 2.36% 1.99%
2015 -1.33% -2.46% 1.20% --

Rank in Category (By Total Return)

YTD 84
1-Month 75
3-Month 80
1-Year 73
3-Year 75
5-Year 84

Load Adjusted Returns

1-Year 2.29%
3-Year 3.94%
5-Year 2.63%
10-Year --

Performance & Risk

YTD Return 3.36%
5y Average Return 2.32%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Investors Group Inc
Net Assets 378.02M
YTD Return 3.36%
Yield 0.00%
Morningstar Rating
Inception Date Jan 19, 2015

Fund Summary

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