Toronto - Delayed Quote CAD
Counsel Essentials Income Portfolio Sr F (0P0001F4T2.TO)
9.25
-0.03
(-0.30%)
At close: January 22 at 3:00:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.33% |
| 5y Average Return | 1.81% |
| Number of Years Up | 5 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Jan 22, 2025) | 9.69% |
| Worst 1Y Total Return (Jan 22, 2025) | -- |
| Best 3Y Total Return | 9.69% |
| Worst 3Y Total Return | -1.27% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001F4T2.TO
Category
- YTD
- 8.70%
- 0.00%
- 1-Month
- -0.99%
- 0.00%
- 3-Month
- 0.76%
- 0.00%
- 1-Year
- 8.70%
- 0.00%
- 3-Year
- 2.32%
- 0.00%
- 5-Year
- 2.19%
- 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
0P0001F4T2.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 1.51% | 0.40% | 5.85% | 0.76% |
| 2023 | 2.86% | -0.84% | -2.01% | 6.59% |
| 2022 | -4.23% | -6.14% | 0.01% | 2.90% |
| 2021 | -1.07% | 2.10% | 0.14% | 2.57% |
| 2020 | -7.37% | 3.85% | 1.74% | 2.45% |
| 2019 | 5.47% | 1.77% | 1.81% | 0.38% |
| 2018 | -1.54% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 58 |
| 1-Month | 61 |
| 3-Month | 48 |
| 1-Year | 58 |
| 3-Year | 30 |
| 5-Year | 78 |
Load Adjusted Returns
| 1-Year | 8.70% |
| 3-Year | 2.32% |
| 5-Year | 2.19% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 0.33% |
| 5y Average Return | 1.81% |
| Rank in Category (ytd) | 58 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Counsel Portfolio Services Inc |
| Net Assets | 17.11M |
| YTD Return | 8.70% |
| Yield | 2.94% |
| Morningstar Rating | |
| Inception Date | Oct 19, 2020 |
Fund Summary
null
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