Toronto - Delayed Quote CAD
IA Clarington Loomis Global Mltsr Bd E5 (0P0001M9WI.TO)
7.85
-0.04
(-0.53%)
At close: April 30 at 4:00:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.74% |
| 5y Average Return | 0.00% |
| Number of Years Up | 2 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Apr 30, 2025) | 5.50% |
| Worst 1Y Total Return (Apr 30, 2025) | -- |
| Best 3Y Total Return | 5.50% |
| Worst 3Y Total Return | -1.88% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001M9WI.TO
Category
- YTD
- 1.77%
- 0.00%
- 1-Month
- -0.41%
- 0.00%
- 3-Month
- 1.77%
- 0.00%
- 1-Year
- 5.75%
- 0.00%
- 3-Year
- 0.67%
- 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
0P0001M9WI.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.13% | -0.03% | 5.51% | -1.48% |
| 2023 | 2.75% | -0.97% | -2.95% | 6.83% |
| 2022 | -5.76% | -7.49% | -3.52% | 2.30% |
| 2021 | -0.07% | -1.02% | -- | -- |
Rank in Category (By Total Return)
| YTD | 27 |
| 1-Month | 33 |
| 3-Month | 27 |
| 1-Year | 47 |
| 3-Year | 94 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 5.75% |
| 3-Year | 0.67% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | 1.74% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 27 |
| % 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 | 1.77% |
| Yield | 3.32% |
| Morningstar Rating | |
| Inception Date | Aug 25, 2021 |
Fund Summary
Fund Summary Information Not Available
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