YHD - Delayed Quote CAD

CWB Onyx Balanced Solution Series O (0P0001CL8E.TO)

11.35 0.00 (0.00%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return --
5y Average Return --
Number of Years Up 1
Number of Years Down 1
Best 1Y Total Return 4.60%
Worst 1Y Total Return -7.19%
Best 3Y Total Return 4.60%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001CL8E.TO
Category
YTD
6.58%
2.83%
1-Month
0.69%
0.75%
3-Month
6.58%
2.83%
1-Year
-0.55%
9.58%
3-Year
2.81%
5.80%
5-Year
0.00%
7.24%
10-Year
0.00%
4.23%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001CL8E.TO
Category
2019
--
--
2018
-7.19%
--
2017
4.60%
--
2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2019 6.58% -- -- --
2018 -0.53% -0.09% -1.04% -5.63%
2017 2.34% -0.74% 0.10% 2.86%
2016 0.01% 3.22% 1.74% --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year -0.55%
3-Year 2.81%
5-Year --
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.65
Morningstar Risk Rating --

Fund Overview

Category Global Neutral Balanced
Fund Family CWB Wealth Management
Net Assets --
YTD Return 6.58%
Yield 0.00%
Morningstar Rating --
Inception Date Feb 02, 2016

Fund Summary

The fundamental investment objective of the fund is to provide investors with long-term capital appreciation by investing in a balanced portfolio of equity and fixed income securities. The fund will generally invest its assets to achieve a target asset allocation of approximately 60% in equity securities and 40% in fixed income securities. The asset allocation may be achieved through investments in other mutual funds (including other Onyx Funds) or directly through investments in individual securities.

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