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Toronto - Delayed Quote CAD

IA Clarington Loomis Global Multisector Bond Fund (0P0001K5CS.TO)

8.87
-0.04
(-0.44%)
At close: April 30 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.68%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 2
Best 1Y Total Return (Apr 30, 2025) 5.52%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 5.52%
Worst 3Y Total Return -3.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001K5CS.TO
Category
YTD
1.72%
0.00%
1-Month
-0.42%
0.00%
3-Month
1.72%
0.00%
1-Year
5.67%
0.00%
3-Year
0.83%
0.00%
5-Year
0.00%
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
0P0001K5CS.TO
Category
2024
4.02%
--
2023
5.52%
--
2022
-13.50%
--
2021
-1.27%
--
2020
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.14% -0.03% 5.49% -1.50%
2023 2.76% -0.95% -2.94% 6.82%
2022 -5.78% -7.01% -3.50% 2.30%
2021 -2.24% 1.78% -0.16% -0.62%
2020 3.71% -- -- --

Rank in Category (By Total Return)

YTD 29
1-Month 34
3-Month 29
1-Year 50
3-Year 91
5-Year --

Load Adjusted Returns

1-Year 5.67%
3-Year 0.83%
5-Year --
10-Year --

Performance & Risk

YTD Return 1.68%
5y Average Return 0.00%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category --
Fund Family IA Clarington Investments Inc
Net Assets 142.83M
YTD Return 1.72%
Yield 4.24%
Morningstar Rating
Inception Date Aug 25, 2021

Fund Summary

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