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Beneva JarislowskyFraserLtdCanadianEqGIF (0P000174LP.TO)

Toronto - Toronto Delayed price. Currency in CAD
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34.70-0.03 (-0.10%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.40%
5-year average return5.79%
Number of years up16
Number of years down6
Best 1-yr total return (14 May 2024)23.17%
Worst 1-yr total return (14 May 2024)N/A
Best 3-yr total return23.17%
Worst 3-yr total return2.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000174LP.TOCategory
YTD2.21%0.00%
1-month-4.00%0.00%
3-month0.79%0.00%
1-year6.85%0.00%
3-year3.74%0.00%
5-year5.12%0.00%
10-year4.71%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000174LP.TOCategory
2024
N/AN/A
2023
15.84%N/A
2022
-13.87%N/A
2021
21.19%N/A
2020
1.78%N/A
2019
17.16%N/A
2018
-8.90%N/A
2017
3.50%N/A
2016
15.55%N/A
2015
-5.17%N/A
2014
9.70%N/A
2013
19.21%N/A
2012
7.24%N/A
2011
-8.25%N/A
2010
7.89%N/A
2009
23.17%N/A
2008
-25.80%N/A
2007
4.46%N/A
2006
11.73%N/A
2005
24.46%N/A
2004
17.75%N/A
2003
21.33%N/A
2002
-4.49%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.47%N/AN/AN/A
20239.56%2.11%-4.30%8.21%
2022-6.74%-12.54%0.13%5.47%
20218.87%5.70%1.47%3.79%
2020-20.95%11.45%5.10%9.92%
201911.24%1.96%0.70%2.57%
2018-4.69%5.46%-0.51%-8.90%
20171.26%-2.66%1.99%2.95%
20164.43%0.52%4.11%5.72%
20150.41%-3.28%-3.66%1.35%
20143.30%4.45%1.36%0.30%
20136.13%0.15%3.46%8.41%
20123.62%-4.45%4.39%3.76%
20115.29%-4.20%-13.23%4.83%
20101.73%-7.75%8.13%6.32%
2009-4.27%16.59%6.82%3.31%
2008-4.50%8.18%-14.27%-16.22%
20072.20%3.82%-0.14%-1.41%
20063.30%-3.90%1.73%10.63%
20057.92%4.19%11.40%-0.65%
20044.00%1.62%4.05%7.07%
2003-2.38%8.62%2.68%11.45%
20027.10%-3.15%-10.40%2.76%

Rank in category (by total return)

YTD95
1-month99
3-month96
1-year33
3-year91
5-year85

Load adjusted returns

1-year6.85%
3-year3.74%
5-year5.12%
10-year4.71%