Toronto - Delayed Quote CAD

CI Portfolio Series Bal Growth Cl ET8 (0P0001AAI9.TO)

4.8129 +0.0143 (+0.30%)
At close: September 16 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.23%
5y Average Return 6.17%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Sep 12, 2024) 14.33%
Worst 1Y Total Return (Sep 12, 2024) --
Best 3Y Total Return 14.33%
Worst 3Y Total Return 2.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001AAI9.TO
Category
YTD
11.51%
0.00%
1-Month
0.13%
0.00%
3-Month
3.62%
0.00%
1-Year
14.88%
0.00%
3-Year
3.24%
0.00%
5-Year
6.45%
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
0P0001AAI9.TO
Category
2024
--
--
2023
9.93%
--
2022
-10.97%
--
2021
11.81%
--
2020
7.08%
--
2019
14.33%
--
2018
-6.03%
--
2017
8.12%
--

2016
5.36%
--
2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.09% 1.14% -- --
2023 4.39% 0.78% -1.34% 5.90%
2022 -4.35% -10.73% -1.09% 5.41%
2021 3.07% 4.83% -0.02% 3.50%
2020 -16.23% 13.71% 4.86% 7.20%
2019 6.94% 1.94% 0.75% 4.09%
2018 -1.14% 1.09% 0.68% -6.61%
2017 3.40% 1.09% 0.59% 2.83%
2016 -3.08% 1.54% 5.32% 1.66%
2015 3.29% -- -- --

Rank in Category (By Total Return)

YTD 50
1-Month 69
3-Month 79
1-Year 64
3-Year 60
5-Year 63

Load Adjusted Returns

1-Year 14.88%
3-Year 3.24%
5-Year 6.45%
10-Year --

Performance & Risk

YTD Return 11.23%
5y Average Return 6.17%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category --
Fund Family CI Investments Inc
Net Assets 1.64B
YTD Return 11.51%
Yield 0.00%
Morningstar Rating
Inception Date Aug 04, 2015

Fund Summary

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