Toronto - Delayed Quote • CAD
IG Core Portfolio Balanced Gr TJ DSC (0P0001FFF9.TO)
At close: May 10 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.58% |
| 5y Average Return | 5.96% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
| Best 1Y Total Return (May 10, 2024) | 13.23% |
| Worst 1Y Total Return (May 10, 2024) | -- |
| Best 3Y Total Return | 13.23% |
| Worst 3Y Total Return | 2.92% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001FFF9.TO
Category
- YTD
- 4.16%
- 0.00%
- 1-Month
- -1.83%
- 0.00%
- 3-Month
- 3.55%
- 0.00%
- 1-Year
- 8.35%
- 0.00%
- 3-Year
- 3.61%
- 0.00%
- 5-Year
- 5.15%
- 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
0P0001FFF9.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.10% | -- | -- | -- |
| 2023 | 3.89% | 1.06% | -2.19% | 6.64% |
| 2022 | -4.43% | -10.19% | -0.85% | 6.17% |
| 2021 | 3.45% | 4.40% | 0.78% | 4.03% |
| 2020 | -14.03% | 10.81% | 4.36% | 7.19% |
| 2019 | 1.24% | 0.91% | 3.82% | -- |
Rank in Category (By Total Return)
| YTD | 59 |
| 1-Month | 40 |
| 3-Month | 53 |
| 1-Year | 68 |
| 3-Year | 50 |
| 5-Year | 58 |
Load Adjusted Returns
| 1-Year | 8.35% |
| 3-Year | 3.61% |
| 5-Year | 5.15% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 6.58% |
| 5y Average Return | 5.96% |
| Rank in Category (ytd) | 59 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Investors Group Inc |
| Net Assets | 4.94B |
| YTD Return | 4.16% |
| Yield | 1.10% |
| Morningstar Rating | |
| Inception Date | Jul 28, 2003 |
Fund Summary
Fund Summary Information Not Available
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