Toronto - Delayed Quote CAD

IG Core Portfolio Class Inc Bal J DSC (0P00015B5X.TO)

11.70 +0.02 (+0.16%)
At close: May 19 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.45%
5y Average Return 2.60%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 19, 2023) 11.11%
Worst 1Y Total Return (May 19, 2023) --
Best 3Y Total Return 11.11%
Worst 3Y Total Return 1.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00015B5X.TO
Category
YTD
3.45%
0.00%
1-Month
-0.06%
0.00%
3-Month
0.33%
0.00%
1-Year
4.16%
0.00%
3-Year
3.95%
0.00%
5-Year
2.60%
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
0P00015B5X.TO
Category
2023
--
--
2022
-9.63%
--
2021
7.89%
--
2020
5.88%
--
2019
11.11%
--
2018
-4.73%
--
2017
4.04%
--
2016
6.72%
--

2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 3.11% -- -- --
2022 -4.47% -8.48% -0.79% 4.18%
2021 1.41% 3.03% 0.36% 2.88%
2020 -9.44% 8.14% 2.97% 5.00%
2019 6.11% 1.41% 0.92% 2.31%
2018 -1.12% 0.83% 0.40% -4.82%
2017 1.57% -0.21% 0.25% 2.38%
2016 -0.05% 2.07% 2.46% 2.10%
2015 -1.26% -2.37% 1.29% --

Rank in Category (By Total Return)

YTD 82
1-Month 73
3-Month 79
1-Year 68
3-Year 67
5-Year 77

Load Adjusted Returns

1-Year 2.52%
3-Year 4.20%
5-Year 2.91%
10-Year --

Performance & Risk

YTD Return 3.45%
5y Average Return 2.60%
Rank in Category (ytd) 82
% 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 3.45%
Yield 0.00%
Morningstar Rating
Inception Date Jan 19, 2015

Fund Summary

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