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Universal Life Beneva Conservative Strat (0P0001FAC1.TO)

Toronto - Toronto Delayed price. Currency in CAD
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12.91-0.03 (-0.21%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.66%
5-year average return2.39%
Number of years up7
Number of years down2
Best 1-yr total return (19 Jun 2024)8.62%
Worst 1-yr total return (19 Jun 2024)N/A
Best 3-yr total return8.62%
Worst 3-yr total return-0.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001FAC1.TOCategory
YTD2.24%0.00%
1-month2.02%0.00%
3-month0.69%0.00%
1-year7.25%0.00%
3-year0.83%0.00%
5-year2.41%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001FAC1.TOCategory
2024
N/AN/A
2023
7.48%N/A
2022
-10.28%N/A
2021
4.45%N/A
2020
6.58%N/A
2019
8.62%N/A
2018
-3.10%N/A
2017
3.43%N/A
2016
2.65%N/A
2015
1.32%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.64%N/AN/AN/A
20233.01%0.44%-3.79%7.97%
2022-5.39%-7.25%-0.40%2.65%
2021-1.10%3.19%0.39%1.95%
2020-6.30%7.97%2.43%2.85%
20195.39%1.50%0.47%1.06%
2018-0.38%1.44%-0.59%-3.54%
20171.84%0.04%-0.78%2.32%
20160.26%2.35%2.28%-2.19%
20153.84%-1.79%-1.56%0.92%

Rank in category (by total return)

YTD22
1-month16
3-month84
1-year24
3-year25
5-year28

Load adjusted returns

1-year7.25%
3-year0.83%
5-year2.41%
10-yearN/A