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ivari Quotential Bal Income GIF-GS375/75 (0P0000XURG.TO)

Toronto - Toronto Delayed price. Currency in CAD
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13.64-0.02 (-0.12%)
As of 04:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.40%
5-year average return1.28%
Number of years up9
Number of years down2
Best 1-yr total return (9 May 2024)9.22%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return9.22%
Worst 3-yr total return-1.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000XURG.TOCategory
YTD0.63%0.00%
1-month-2.35%0.00%
3-month0.73%0.00%
1-year2.92%0.00%
3-year-1.02%0.00%
5-year0.71%0.00%
10-year1.58%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XURG.TOCategory
2024
N/AN/A
2023
6.78%N/A
2022
-13.40%N/A
2021
3.88%N/A
2020
6.18%N/A
2019
7.56%N/A
2018
-5.26%N/A
2017
3.04%N/A
2016
1.27%N/A
2015
3.90%N/A
2014
6.09%N/A
2013
9.22%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.05%N/AN/AN/A
20233.42%-0.04%-3.48%7.02%
2022-6.15%-8.76%-0.97%2.13%
2021-1.19%3.05%-0.42%2.45%
2020-7.67%9.05%2.24%3.13%
20195.19%1.35%0.24%0.65%
2018-0.86%0.39%-0.66%-4.17%
20171.46%0.11%-0.71%2.17%
2016-2.61%1.03%3.11%-0.18%
20157.13%-1.79%-3.82%2.67%
20142.77%1.13%0.87%1.19%
20132.76%-0.99%2.25%4.98%

Rank in category (by total return)

YTD38
1-month99
3-month38
1-year52
3-year69
5-year70

Load adjusted returns

1-year2.92%
3-year-1.02%
5-year0.71%
10-year1.58%