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Matrix équilibré versement mensuel (0P000073UL.TO)

Toronto - Toronto Delayed price. Currency in CAD
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1.4907-0.0002 (-0.01%)
As of 04:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-8.71%
5-year average return-0.46%
Number of years up10
Number of years down9
Best 1-yr total return (16 Nov 2023)38.26%
Worst 1-yr total return (16 Nov 2023)N/A
Best 3-yr total return38.26%
Worst 3-yr total return-5.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000073UL.TOCategory
YTD-8.71%0.00%
1-month-4.14%0.00%
3-month-6.82%0.00%
1-year-10.68%0.00%
3-year0.25%0.00%
5-year-0.46%0.00%
10-year-2.02%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000073UL.TOCategory
2023
N/AN/A
2022
-11.11%N/A
2021
23.76%N/A
2020
-9.78%N/A
2019
15.28%N/A
2018
-17.16%N/A
2017
-0.58%N/A
2016
0.98%N/A
2015
-9.78%N/A
2014
1.13%N/A
2013
13.82%N/A
2012
5.98%N/A
2011
-4.91%N/A
2010
21.43%N/A
2009
38.26%N/A
2008
-31.36%N/A
2007
-0.08%N/A
2006
4.44%N/A
2005
-1.30%N/A
2004
18.98%N/A
2003
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.61%-0.89%-5.81%N/A
20223.63%-10.56%-5.97%2.00%
202110.78%5.86%1.29%4.18%
2020-22.10%4.87%4.43%5.76%
20199.00%0.04%4.13%1.53%
2018-4.24%0.51%1.54%-15.24%
2017-1.65%-2.62%-0.89%4.75%
2016-4.01%-0.20%3.52%1.83%
2015-0.13%-3.89%-7.09%1.17%
20142.38%4.85%-2.45%-3.43%
20133.29%-2.49%4.36%8.28%
20125.12%-4.44%4.82%0.65%
20116.60%-4.55%-11.79%5.93%
20104.35%-5.86%13.86%8.57%
2009-1.40%18.79%10.53%6.80%
2008-5.55%5.21%-10.14%-23.13%
20071.36%2.12%-2.34%-1.14%
20065.28%-1.39%0.19%0.42%
20051.42%-0.02%4.25%-6.63%
20047.22%-2.98%5.22%8.70%
20034.97%8.62%N/AN/A

Rank in category (by total return)

YTD100
1-month97
3-month96
1-year100
3-year99
5-year99

Load adjusted returns

1-year-8.80%
3-year2.56%
5-year-0.90%
10-year-1.92%