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Universal Life Beneva Aggressive Strat (0P0001FABU.TO)

Toronto - Toronto Delayed price. Currency in CAD
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18.07-0.01 (-0.06%)
As of 04:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.27%
5-year average return7.01%
Number of years up7
Number of years down2
Best 1-yr total return (12 May 2024)15.72%
Worst 1-yr total return (12 May 2024)N/A
Best 3-yr total return15.72%
Worst 3-yr total return1.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001FABU.TOCategory
YTD4.86%0.00%
1-month-2.80%0.00%
3-month3.11%0.00%
1-year10.20%0.00%
3-year4.03%0.00%
5-year6.04%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001FABU.TOCategory
2024
N/AN/A
2023
10.25%N/A
2022
-11.50%N/A
2021
15.23%N/A
2020
9.65%N/A
2019
15.72%N/A
2018
-6.87%N/A
2017
7.47%N/A
2016
5.43%N/A
2015
5.68%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.88%N/AN/AN/A
20233.66%1.75%-3.76%8.61%
2022-5.57%-11.03%-0.89%6.28%
20212.44%6.05%2.02%3.97%
2020-14.97%14.18%5.23%7.33%
20198.95%1.67%0.21%4.23%
2018-0.47%3.13%-0.31%-8.98%
20172.75%-0.33%0.64%4.28%
2016-1.44%2.50%4.02%0.32%
20157.08%-1.77%-1.96%2.47%

Rank in category (by total return)

YTD34
1-month95
3-month66
1-year24
3-year21
5-year17

Load adjusted returns

1-year10.20%
3-year4.03%
5-year6.04%
10-yearN/A