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Toronto - Delayed Quote CAD

Purpose Active Balanced Fund (0P0001RSG6.TO)

22.32
-0.12
(-0.55%)
At close: April 21 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.38%
5y Average Return 0.00%
Number of Years Up 1
Number of Years Down --
Best 1Y Total Return (Apr 21, 2025) 11.08%
Worst 1Y Total Return (Apr 21, 2025) --
Best 3Y Total Return 11.08%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001RSG6.TO
Category
YTD
3.02%
0.00%
1-Month
-0.09%
0.00%
3-Month
3.02%
0.00%
1-Year
9.59%
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
0P0001RSG6.TO
Category
2024
11.08%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.43% 0.22% 5.91% 0.22%

Rank in Category (By Total Return)

YTD 5
1-Month 3
3-Month 5
1-Year 40
3-Year --
5-Year --

Load Adjusted Returns

1-Year 9.59%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return -0.38%
5y Average Return 0.00%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Purpose Investments Inc.
Net Assets 165.11M
YTD Return 3.02%
Yield 5.33%
Morningstar Rating --
Inception Date Oct 23, 2023

Fund Summary

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