Toronto - Delayed Quote CAD

Empire Life Monthly Income GIF Q Single (0P00015UL8.TO)

14.02 +0.02 (+0.14%)
At close: November 28 at 3:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 10.39%
5y Average Return 4.77%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Nov 28, 2024) 12.85%
Worst 1Y Total Return (Nov 28, 2024) --
Best 3Y Total Return 12.85%
Worst 3Y Total Return 1.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00015UL8.TO
Category
YTD
7.90%
0.00%
1-Month
-0.89%
0.00%
3-Month
1.36%
0.00%
1-Year
17.08%
0.00%
3-Year
2.87%
0.00%
5-Year
4.77%
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
0P00015UL8.TO
Category
2024
--
--
2023
5.95%
--
2022
-7.45%
--
2021
12.85%
--
2020
3.07%
--
2019
10.68%
--
2018
-6.27%
--
2017
4.21%
--

2016
6.61%
--
2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.17% 0.23% 6.31% --
2023 3.07% -0.17% -3.27% 6.45%
2022 -1.04% -7.24% -0.72% 1.56%
2021 3.03% 4.38% 0.22% 4.70%
2020 -11.44% 6.82% 3.67% 5.09%
2019 6.44% 0.86% 0.80% 2.28%
2018 -2.24% 1.92% 0.76% -6.64%
2017 1.31% -0.47% 0.23% 3.11%
2016 -0.12% 3.21% 3.46% -0.05%
2015 -3.76% 1.67% -- --

Rank in Category (By Total Return)

YTD 88
1-Month 91
3-Month 87
1-Year 82
3-Year 50
5-Year 51

Load Adjusted Returns

1-Year 17.08%
3-Year 2.87%
5-Year 4.77%
10-Year --

Performance & Risk

YTD Return 10.39%
5y Average Return 4.77%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category --
Fund Family The Empire Life Insurance Co
Net Assets 56.05M
YTD Return 7.90%
Yield 0.00%
Morningstar Rating
Inception Date May 28, 2018

Fund Summary

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