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Toronto - Delayed Quote CAD

IA Wealth Enhanced Bond Pool (0P0001K5CW.TO)

8.71
+0.02
+(0.24%)
At close: April 29 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.65%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 2
Best 1Y Total Return (Apr 29, 2025) 5.70%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 5.70%
Worst 3Y Total Return -2.54%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001K5CW.TO
Category
YTD
1.57%
0.00%
1-Month
-0.45%
0.00%
3-Month
1.57%
0.00%
1-Year
6.22%
0.00%
3-Year
1.63%
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
0P0001K5CW.TO
Category
2024
3.98%
--
2023
5.70%
--
2022
-11.36%
--
2021
-1.20%
--
2020
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.57% 0.57% 4.41% -0.41%
2023 2.71% -0.34% -3.79% 7.34%
2022 -5.73% -5.74% -0.91% 0.67%
2021 -3.04% 1.51% -0.30% 0.67%
2020 1.97% -- -- --

Rank in Category (By Total Return)

YTD 65
1-Month 36
3-Month 65
1-Year 91
3-Year 90
5-Year --

Load Adjusted Returns

1-Year 6.22%
3-Year 1.63%
5-Year --
10-Year --

Performance & Risk

YTD Return 0.65%
5y Average Return 0.00%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category --
Fund Family IA Clarington Investments Inc
Net Assets 85.14M
YTD Return 1.57%
Yield 3.36%
Morningstar Rating
Inception Date Oct 31, 2023

Fund Summary

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