Toronto - Delayed Quote CAD

CIBC Sustainable Balanced Solution O (0P0001MOZ7.TO)

11.05
+0.02
+(0.14%)
At close: January 23 at 3:00:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 1.94%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (Jan 23, 2025) 14.07%
Worst 1Y Total Return (Jan 23, 2025) --
Best 3Y Total Return 14.07%
Worst 3Y Total Return 3.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001MOZ7.TO
Category
YTD
14.07%
0.00%
1-Month
-1.04%
0.00%
3-Month
2.40%
0.00%
1-Year
14.07%
0.00%
3-Year
3.10%
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
0P0001MOZ7.TO
Category
2024
14.07%
--
2023
10.09%
--
2022
-12.74%
--
2021
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.35% 1.66% 6.02% 2.40%
2023 4.56% 0.92% -3.66% 8.30%
2022 -7.45% -10.22% 0.51% 4.48%
2021 4.59% -- -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 14.07%
3-Year 3.10%
5-Year --
10-Year --

Performance & Risk

YTD Return 1.94%
5y Average Return 0.00%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family CIBC Asset Management Inc
Net Assets 18.63M
YTD Return 14.07%
Yield 2.47%
Morningstar Rating --
Inception Date Jun 18, 2021

Fund Summary

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