Australia markets open in 5 hours 26 minutes

CL Fidelity Am Disc Equity Gens C (0P0000CUBQ.TO)

Toronto - Toronto Delayed price. Currency in CAD
Add to watchlist
36.07+0.18 (+0.50%)
As of 04:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.85%
5-year average return12.95%
Number of years up11
Number of years down5
Best 1-yr total return (6 May 2024)38.56%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return38.56%
Worst 3-yr total return1.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000CUBQ.TOCategory
YTD14.26%0.00%
1-month3.01%0.00%
3-month14.26%0.00%
1-year31.06%0.00%
3-year12.43%0.00%
5-year13.65%0.00%
10-year11.60%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000CUBQ.TOCategory
2024
N/AN/A
2023
23.98%N/A
2022
-16.10%N/A
2021
23.86%N/A
2020
14.64%N/A
2019
24.55%N/A
2018
-3.02%N/A
2017
10.39%N/A
2016
-1.08%N/A
2015
16.66%N/A
2014
20.44%N/A
2013
38.56%N/A
2012
9.25%N/A
2011
-5.10%N/A
2010
7.69%N/A
2009
8.32%N/A
2008
-31.71%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.26%N/AN/AN/A
20238.09%6.64%-0.77%8.39%
2022-7.41%-15.04%1.72%4.85%
20213.58%7.13%1.74%9.72%
2020-12.91%17.12%5.83%6.19%
201910.85%3.15%1.70%7.10%
20181.14%4.50%3.39%-11.25%
20174.02%0.09%-0.62%6.68%
2016-8.86%0.07%4.77%3.53%
201512.26%-1.35%-2.80%8.37%
20144.34%0.51%5.96%8.38%
201310.27%6.27%3.56%14.17%
201210.79%-3.55%2.74%-0.49%
20111.29%-2.31%-10.95%7.70%
20101.56%-9.11%6.64%9.40%
2009-6.05%6.08%4.94%3.57%
2008-10.52%-1.15%-14.17%-10.05%

Rank in category (by total return)

YTD20
1-month33
3-month20
1-year18
3-year14
5-year15

Load adjusted returns

1-year31.06%
3-year12.43%
5-year13.65%
10-year11.60%