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CL Fidelity Am Disc Equity GensII (0P0000KS2G.TO)

Toronto - Toronto Delayed price. Currency in CAD
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32.95+0.04 (+0.11%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.93%
5-year average return12.30%
Number of years up11
Number of years down5
Best 1-yr total return (8 May 2024)37.88%
Worst 1-yr total return (8 May 2024)N/A
Best 3-yr total return37.88%
Worst 3-yr total return1.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000KS2G.TOCategory
YTD11.49%0.00%
1-month-2.25%0.00%
3-month7.87%0.00%
1-year25.72%0.00%
3-year9.80%0.00%
5-year11.19%0.00%
10-year10.79%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000KS2G.TOCategory
2024
N/AN/A
2023
23.11%N/A
2022
-16.70%N/A
2021
22.99%N/A
2020
13.82%N/A
2019
23.67%N/A
2018
-3.63%N/A
2017
9.85%N/A
2016
-1.56%N/A
2015
16.09%N/A
2014
19.85%N/A
2013
37.88%N/A
2012
8.66%N/A
2011
-5.55%N/A
2010
7.20%N/A
2009
7.81%N/A
2008
-32.04%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.06%N/AN/AN/A
20237.90%6.46%-0.94%8.20%
2022-7.57%-15.19%1.53%4.67%
20213.40%6.94%1.56%9.52%
2020-13.06%16.92%5.65%6.00%
201910.66%2.97%1.52%6.91%
20181.02%4.34%3.20%-11.41%
20173.90%-0.03%-0.74%6.55%
2016-8.97%-0.06%4.64%3.40%
201512.13%-1.47%-2.92%8.23%
20144.22%0.39%5.83%8.25%
201310.14%6.14%3.43%14.03%
201210.65%-3.68%2.60%-0.63%
20111.18%-2.43%-11.06%7.57%
20101.44%-9.22%6.52%9.28%
2009-6.17%5.95%4.82%3.45%
2008-10.64%-1.27%-14.27%-10.15%

Rank in category (by total return)

YTD20
1-month14
3-month17
1-year21
3-year17
5-year19

Load adjusted returns

1-year25.72%
3-year9.80%
5-year11.19%
10-year10.79%