Toronto - Delayed Quote CAD

Counsel Essentials Balanced Sr F (0P0001F4T5.TO)

12.36
+0.02
+(0.18%)
At close: January 21 at 7:00:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 1.70%
5y Average Return 5.28%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Jan 22, 2025) 16.23%
Worst 1Y Total Return (Jan 22, 2025) --
Best 3Y Total Return 16.23%
Worst 3Y Total Return 0.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001F4T5.TO
Category
YTD
16.23%
0.00%
1-Month
-0.61%
0.00%
3-Month
2.88%
0.00%
1-Year
16.23%
0.00%
3-Year
4.83%
0.00%
5-Year
5.44%
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
0P0001F4T5.TO
Category
2024
16.23%
--
2023
11.84%
--
2022
-11.38%
--
2021
9.95%
--
2020
2.89%
--
2019
12.67%
--
2018
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.06% 1.83% 5.60% 2.88%
2023 4.84% 1.05% -2.04% 7.76%
2022 -5.81% -10.12% -0.11% 4.79%
2021 1.18% 4.00% 0.61% 3.86%
2020 -12.92% 7.84% 3.03% 6.34%
2019 6.81% 1.38% 0.97% 3.05%
2018 -5.30% -- -- --

Rank in Category (By Total Return)

YTD 18
1-Month 21
3-Month 19
1-Year 18
3-Year 24
5-Year 48

Load Adjusted Returns

1-Year 16.23%
3-Year 4.83%
5-Year 5.44%
10-Year --

Performance & Risk

YTD Return 1.70%
5y Average Return 5.28%
Rank in Category (ytd) 18
% 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 16.23%
Yield 2.11%
Morningstar Rating
Inception Date Oct 19, 2020

Fund Summary

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