OTC Markets OTCPK - Delayed Quote • USD
Mackenzie US Small-Mid Cap Growth D (0P0001N8UL)
As of August 2 at 4:00 PM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.24% |
| 5y Average Return | 6.01% |
| Number of Years Up | -- |
| Number of Years Down | -- |
| Best 1Y Total Return (Aug 2, 2024) | -- |
| Worst 1Y Total Return (Aug 2, 2024) | -- |
| Best 3Y Total Return | -- |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001N8UL
Category
- YTD
- 0.00%
- 0.00%
- 1-Month
- 0.00%
- 0.00%
- 3-Month
- 0.00%
- 0.00%
- 1-Year
- 0.00%
- 0.00%
- 3-Year
- 0.00%
- 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
0P0001N8UL
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.19% | 1.05% | -- | -- |
| 2023 | 2.35% | 1.46% | -2.98% | 6.78% |
| 2022 | -4.57% | -13.29% | -2.23% | 2.83% |
| 2021 | 7.35% | 7.13% | -2.68% | 6.22% |
| 2020 | -20.01% | 17.70% | 0.42% | 18.85% |
| 2019 | 14.25% | 2.34% | -0.99% | 4.60% |
| 2018 | 4.12% | 9.57% | 8.66% | -9.87% |
| 2017 | 5.09% | 3.27% | -3.72% | 6.05% |
| 2016 | -2.97% | 3.77% | 7.50% | 3.68% |
| 2015 | 10.68% | -1.67% | -4.96% | 6.08% |
| 2014 | 6.35% | -2.70% | 2.19% | 10.62% |
Rank in Category (By Total Return)
Rank in Category (By Total Return) Information Not Available
Load Adjusted Returns
Load Adjusted Returns Information Not Available
Performance & Risk
| YTD Return | 5.24% |
| 5y Average Return | 6.01% |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | -- |
| Fund Family | Mackenzie Investments |
| Net Assets | 2.93B |
| YTD Return | -- |
| Yield | -- |
| Morningstar Rating | -- |
| Inception Date | Dec 18, 2013 |
Fund Summary
Fund Summary Information Not Available
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