Toronto - Delayed Quote CAD

Canada Life Global Value Balanced W (0P0001KVCH.TO)

10.53 -0.60 (-5.38%)
At close: January 26 at 3:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 0.12%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (Jan 26, 2024) 7.50%
Worst 1Y Total Return (Jan 26, 2024) --
Best 3Y Total Return 7.50%
Worst 3Y Total Return 3.70%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001KVCH.TO
Category
YTD
7.50%
0.00%
1-Month
4.32%
0.00%
3-Month
7.77%
0.00%
1-Year
7.50%
0.00%
3-Year
3.70%
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
0P0001KVCH.TO
Category
2023
7.50%
--
2022
-3.12%
--
2021
7.06%
--
2020
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 3.74% 0.11% -3.95% 7.77%
2022 -4.65% -6.87% -1.10% 10.31%
2021 3.55% 3.23% -1.53% 1.71%
2020 6.58% -- -- --

Rank in Category (By Total Return)

YTD 92
1-Month 3
3-Month 36
1-Year 92
3-Year 45
5-Year --

Load Adjusted Returns

1-Year 7.50%
3-Year 3.70%
5-Year --
10-Year --

Performance & Risk

YTD Return 0.12%
5y Average Return 0.00%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Canada Life Investment Mgmt Ltd
Net Assets 6.97M
YTD Return 7.50%
Yield 0.48%
Morningstar Rating
Inception Date Sep 09, 2020

Fund Summary

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