CC&L Diversified Income Portfolio Sr FRegister to Unlock Ratings |
Growth Of 1000 (CAD) | 30-04-2024 |
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Annual Returns (GBP) | 30-04-2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30-04 | |
Total Return | 5.15 | 0.09 | 12.37 | 8.18 | 8.82 | -8.77 | 5.74 | 1.00 |
+/- Category | -1.81 | 4.18 | 1.04 | 4.16 | 0.49 | 0.35 | -1.65 | - |
+/- Category Index | - | - | - | -1.46 | 0.55 | 1.60 | -5.83 | -1.81 |
% Rank in Category | 60 | 9 | 44 | 26 | 58 | 37 | 70 | 63 |
Trailing Returns (GBP) | 03-05-2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.43 | -0.12 | -0.20 |
1 Week | 0.24 | -0.47 | -0.57 |
1 Month | -0.11 | -0.01 | -0.04 |
3 Months | 1.05 | -1.22 | -1.67 |
6 Months | 5.56 | -2.30 | -4.04 |
YTD | 1.79 | -1.37 | -2.07 |
1 Year | 3.90 | -2.96 | -5.76 |
3 Years Annualised | 1.72 | -0.49 | -1.68 |
5 Years Annualised | 3.77 | 0.62 | -1.44 |
10 Years Annualised | 4.78 | 0.95 | -1.13 |
Category: Tactical Balanced | |||
Category Index: Morningstar Can Neu Gbl Tgt Alloc NR CAD |
Quarterly Returns (GBP) | 30-04-2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.72 | - | - | - |
2023 | 2.36 | 0.72 | -2.85 | 5.58 |
2022 | -4.28 | -7.41 | -0.11 | 3.05 |
2021 | 0.15 | 3.26 | 0.94 | 4.24 |
2020 | -6.58 | 7.84 | 3.04 | 4.22 |
2019 | 6.98 | 1.88 | 2.20 | 0.90 |
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