Toronto - Delayed Quote CAD

Mackenzie Global Small Cap Fund LW (0P0001CFQY.TO)

10.04
-0.04
(-0.45%)
At close: September 17 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating 1
YTD Return --
5y Average Return --
Number of Years Up 1
Number of Years Down 2
Best 1Y Total Return 8.77%
Worst 1Y Total Return -17.35%
Best 3Y Total Return 8.77%
Worst 3Y Total Return -4.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001CFQY.TO
Category
YTD
16.50%
4.31%
1-Month
1.59%
1.27%
3-Month
5.35%
4.31%
1-Year
31.10%
14.17%
3-Year
0.69%
6.87%
5-Year
0.00%
12.02%
10-Year
0.00%
4.69%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001CFQY.TO
Category
2021
--
--
2020
-2.33%
--
2019
8.77%
--
2018
-17.35%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 5.77% 5.28% -- --
2020 -28.34% 14.85% 3.73% 14.41%
2019 8.24% -2.84% -2.78% 6.38%
2018 -0.11% 2.00% -1.84% -17.35%

Rank in Category (By Total Return)

YTD 54
1-Month 54
3-Month 37
1-Year 62
3-Year 94
5-Year --

Load Adjusted Returns

1-Year 32.13%
3-Year -1.37%
5-Year --
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 54
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category Global Small/Mid Cap Equity
Fund Family Mackenzie Investments
Net Assets 703.96M
YTD Return 16.50%
Yield 0.00%
Morningstar Rating
Inception Date Dec 01, 2017

Fund Summary

The Fund seeks long-term capital growth by investing primarily in equities of small and mid-capitalization companies anywhere in the world.

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