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SW Esntl CI CanadianBalSgrgtdBnd Invm Cl (0P0000Q3B7.TO)

Toronto - Toronto Delayed price. Currency in CAD
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19.32+0.00 (+0.01%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.44%
5-year average return5.00%
Number of years up9
Number of years down4
Best 1-yr total return (19 Jun 2024)16.56%
Worst 1-yr total return (19 Jun 2024)N/A
Best 3-yr total return16.56%
Worst 3-yr total return1.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000Q3B7.TOCategory
YTD3.32%0.00%
1-month1.81%0.00%
3-month1.75%0.00%
1-year9.75%0.00%
3-year3.16%0.00%
5-year5.25%0.00%
10-year3.99%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000Q3B7.TOCategory
2024
N/AN/A
2023
8.34%N/A
2022
-7.73%N/A
2021
16.56%N/A
2020
1.98%N/A
2019
10.60%N/A
2018
-7.31%N/A
2017
6.76%N/A
2016
8.46%N/A
2015
-1.71%N/A
2014
8.45%N/A
2013
11.19%N/A
2012
8.87%N/A
2011
-0.58%N/A
2010
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.43%N/AN/AN/A
20233.00%0.32%-2.05%7.05%
20220.04%-9.18%-1.80%3.41%
20215.90%4.35%0.86%4.58%
2020-18.14%9.77%4.95%8.14%
20196.23%0.44%0.40%3.24%
2018-1.65%0.88%0.72%-7.25%
20173.13%0.00%0.79%2.70%
2016-0.98%2.90%3.63%2.72%
20153.49%-1.72%-5.47%2.24%
20143.62%2.02%0.99%1.58%
20134.74%-0.77%2.15%4.72%
20124.48%-1.31%2.93%2.57%
20113.29%-0.38%-6.97%3.85%
20103.20%N/AN/AN/A

Rank in category (by total return)

YTD98
1-month81
3-month81
1-year90
3-year56
5-year60

Load adjusted returns

1-year9.75%
3-year3.16%
5-year5.25%
10-year3.99%