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Harmony Balanced Gr Port Cl Embedded Ser (F000003UTJ.TO)

YHD - YHD Delayed price. Currency in CAD
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17.33-0.03 (-0.17%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★
Year-to-date returnN/A
5-year average returnN/A
Number of years up8
Number of years down2
Best 1-yr total return (Invalid Date)11.42%
Worst 1-yr total return (Invalid Date)-5.18%
Best 3-yr total return11.42%
Worst 3-yr total return1.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnF000003UTJ.TOCategory
YTD5.16%2.83%
1-month1.67%0.75%
3-month2.28%2.83%
1-year-0.40%9.58%
3-year4.36%5.80%
5-year3.16%7.24%
10-year5.75%4.23%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
F000003UTJ.TOCategory
2018
-5.18%N/A
2017
5.40%N/A
2016
3.61%N/A
2015
3.67%5.37%
2014
7.51%8.71%
2013
10.97%12.80%
2012
4.82%8.09%
2011
-3.17%-1.69%
2010
5.56%8.65%
2009
11.42%17.29%
2008
N/A-17.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-0.06%1.63%-0.77%-5.92%
20172.42%-0.05%-0.25%3.22%
2016-1.65%1.32%3.68%0.28%
20156.11%-2.06%-2.71%2.54%
20143.93%1.88%0.08%1.46%
20133.81%-1.24%2.60%5.50%
20123.63%-2.20%2.26%1.13%
20110.94%-1.13%-5.56%2.75%
20100.92%-4.69%6.28%3.26%
2009-3.86%8.03%6.07%1.14%
2008-7.90%N/AN/AN/A

Rank in category (by total return)

YTD43
1-month58
3-month61
1-year90
3-year87
5-year91

Load adjusted returns

1-year-0.40%
3-year4.36%
5-year3.16%
10-year5.75%