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CL Fidelity True North Gens I (0P0000771F.TO)

Toronto - Toronto Delayed price. Currency in CAD
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27.12-0.07 (-0.25%)
As of 04:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.19%
5-year average return8.59%
Number of years up12
Number of years down5
Best 1-yr total return (12 May 2024)29.24%
Worst 1-yr total return (12 May 2024)N/A
Best 3-yr total return29.24%
Worst 3-yr total return1.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000771F.TOCategory
YTD3.53%0.00%
1-month-1.86%0.00%
3-month2.73%0.00%
1-year6.54%0.00%
3-year5.54%0.00%
5-year7.79%0.00%
10-year5.86%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000771F.TOCategory
2024
N/AN/A
2023
8.80%N/A
2022
-6.45%N/A
2021
21.79%N/A
2020
8.80%N/A
2019
15.91%N/A
2018
-6.12%N/A
2017
3.70%N/A
2016
8.76%N/A
2015
-2.97%N/A
2014
12.26%N/A
2013
21.08%N/A
2012
7.03%N/A
2011
-9.18%N/A
2010
11.39%N/A
2009
29.24%N/A
2008
-35.13%N/A
2007
11.60%N/A
2006
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.49%N/AN/AN/A
20233.46%0.81%-1.81%6.25%
20221.11%-11.78%-0.48%5.39%
20216.11%7.61%1.22%5.37%
2020-14.61%13.58%3.57%8.31%
20199.38%1.65%2.99%1.23%
2018-3.64%5.90%-1.29%-6.80%
20170.31%-0.22%0.81%2.77%
20161.56%1.79%3.54%1.60%
20153.05%-1.87%-3.91%-0.14%
20143.91%3.70%0.59%3.57%
20135.43%2.43%4.89%6.90%
20123.70%-2.97%4.16%2.12%
20114.64%-5.65%-10.13%2.36%
20101.72%-6.46%7.76%8.64%
2009-0.57%16.35%8.66%2.82%
2008-4.68%10.66%-20.15%-22.99%
20072.90%6.25%2.24%-0.17%
20064.97%10.19%N/AN/A

Rank in category (by total return)

YTD59
1-month23
3-month68
1-year41
3-year51
5-year22

Load adjusted returns

1-year6.54%
3-year5.54%
5-year7.79%
10-year5.86%