Toronto - Delayed Quote CAD

CI Portfolio Series Income Class A5 (0P0001FKDI.TO)

9.37 0.00 (0.00%)
At close: August 7 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return --
5y Average Return --
Number of Years Up --
Number of Years Down 1
Best 1Y Total Return -0.98%
Worst 1Y Total Return -0.98%
Best 3Y Total Return -0.98%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001FKDI.TO
Category
YTD
5.77%
2.02%
1-Month
1.41%
0.53%
3-Month
1.78%
2.02%
1-Year
4.90%
6.70%
3-Year
0.00%
4.62%
5-Year
0.00%
5.59%
10-Year
0.00%
4.18%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001FKDI.TO
Category
2019
--
--
2018
-0.98%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2019 3.92% 1.78% -- --
2018 -0.30% 0.15% -0.30% -0.52%
2017 -0.47% 2.24% -- --

Rank in Category (By Total Return)

YTD 82
1-Month 38
3-Month 46
1-Year 35
3-Year --
5-Year --

Load Adjusted Returns

1-Year 4.90%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category Global Fixed Income Balanced
Fund Family CI Investments Inc
Net Assets 1.82B
YTD Return 5.77%
Yield 1.77%
Morningstar Rating --
Inception Date May 01, 2017

Fund Summary

This fund’s objective is to emphasize income by investing primarily in income-oriented mutual funds. The fund may also invest in equity mutual funds to achieve modest capital appreciation.

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