Toronto - Delayed Quote CAD

Counsel Essentials Balanced Sr A (0P0001F4T4.TO)

12.39
+0.02
+(0.18%)
At close: January 22 at 3:00:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 1.63%
5y Average Return 4.11%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Jan 22, 2025) 14.94%
Worst 1Y Total Return (Jan 22, 2025) --
Best 3Y Total Return 14.94%
Worst 3Y Total Return -1.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001F4T4.TO
Category
YTD
14.94%
0.00%
1-Month
-0.71%
0.00%
3-Month
2.59%
0.00%
1-Year
14.94%
0.00%
3-Year
3.66%
0.00%
5-Year
4.26%
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
0P0001F4T4.TO
Category
2024
14.94%
--
2023
10.60%
--
2022
-12.37%
--
2021
8.73%
--
2020
1.73%
--
2019
11.45%
--
2018
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.77% 1.55% 5.30% 2.59%
2023 4.55% 0.77% -2.31% 7.46%
2022 -6.07% -10.37% -0.39% 4.50%
2021 0.90% 3.71% 0.32% 3.56%
2020 -13.17% 7.54% 2.74% 6.04%
2019 6.53% 1.11% 0.69% 2.76%
2018 -5.52% -- -- --

Rank in Category (By Total Return)

YTD 29
1-Month 25
3-Month 25
1-Year 29
3-Year 46
5-Year 79

Load Adjusted Returns

1-Year 14.94%
3-Year 3.66%
5-Year 4.26%
10-Year --

Performance & Risk

YTD Return 1.63%
5y Average Return 4.11%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Counsel Portfolio Services Inc
Net Assets 134.37M
YTD Return 14.94%
Yield 1.03%
Morningstar Rating
Inception Date Oct 19, 2020

Fund Summary

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