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Beneva Fiera Capital U.S. Eq GIF Basic (0P00017EPA.TO)

Toronto - Toronto Delayed price. Currency in CAD
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26.93-0.08 (-0.28%)
As of 04:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.16%
5-year average return12.66%
Number of years up7
Number of years down1
Best 1-yr total return (12 May 2024)29.05%
Worst 1-yr total return (12 May 2024)N/A
Best 3-yr total return29.05%
Worst 3-yr total return8.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00017EPA.TOCategory
YTD3.79%0.00%
1-month-4.32%0.00%
3-month2.03%0.00%
1-year11.60%0.00%
3-year8.76%0.00%
5-year10.94%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00017EPA.TOCategory
2024
N/AN/A
2023
15.94%N/A
2022
-11.42%N/A
2021
29.05%N/A
2020
16.12%N/A
2019
24.43%N/A
2018
6.43%N/A
2017
16.02%N/A
2016
3.43%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.48%N/AN/AN/A
20235.43%4.41%-1.15%6.55%
2022-10.84%-9.21%-0.50%9.96%
20212.74%7.73%3.85%12.27%
2020-9.53%14.13%6.86%5.24%
201913.13%1.83%1.07%6.87%
20182.48%5.40%5.67%-6.74%
20177.08%0.89%-0.66%8.10%
2016-3.48%0.35%3.90%2.78%

Rank in category (by total return)

YTD99
1-month98
3-month99
1-year93
3-year33
5-year23

Load adjusted returns

1-year11.60%
3-year8.76%
5-year10.94%
10-yearN/A