Toronto - Delayed Quote CAD

CI Portfolio Series Balanced Class OT8 (0P0001AAI3.TO)

4.8462 +0.0147 (+0.30%)
At close: September 16 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 12.02%
5y Average Return 7.43%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Sep 12, 2024) 15.23%
Worst 1Y Total Return (Sep 12, 2024) --
Best 3Y Total Return 15.23%
Worst 3Y Total Return 3.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001AAI3.TO
Category
YTD
12.00%
0.00%
1-Month
0.33%
0.00%
3-Month
4.12%
0.00%
1-Year
16.40%
0.00%
3-Year
4.91%
0.00%
5-Year
7.63%
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
0P0001AAI3.TO
Category
2024
--
--
2023
11.24%
--
2022
-8.65%
--
2021
12.25%
--
2020
8.03%
--
2019
15.23%
--
2018
-2.42%
--
2017
8.55%
--

2016
6.79%
--
2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.74% 1.66% -- --
2023 4.39% 1.07% -1.07% 6.59%
2022 -3.98% -8.92% -0.35% 4.82%
2021 2.97% 4.59% 0.48% 3.73%
2020 -12.88% 11.57% 4.44% 6.42%
2019 6.62% 2.40% 1.45% 4.02%
2018 -0.30% 1.48% 1.03% -4.54%
2017 3.18% 1.32% 0.72% 3.09%
2016 -2.34% 2.47% 5.13% 1.50%
2015 3.37% -- -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 16.40%
3-Year 4.91%
5-Year 7.63%
10-Year --

Performance & Risk

YTD Return 12.02%
5y Average Return 7.43%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family CI Investments Inc
Net Assets 2.92B
YTD Return 12.00%
Yield 0.00%
Morningstar Rating --
Inception Date Aug 04, 2015

Fund Summary

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