UK markets closed

Beneva Celestia Conservative GIF Basic (0P000174JF.TO)

Toronto - Toronto Delayed price. Currency in CAD
Add to watchlist
14.84+0.00 (+0.01%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.84%
5-year average return2.79%
Number of years up13
Number of years down2
Best 1-yr total return (12 Jun 2024)8.82%
Worst 1-yr total return (12 Jun 2024)N/A
Best 3-yr total return8.82%
Worst 3-yr total return0.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000174JF.TOCategory
YTD2.88%0.00%
1-month1.88%0.00%
3-month1.35%0.00%
1-year8.07%0.00%
3-year1.44%0.00%
5-year2.78%0.00%
10-year2.52%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000174JF.TOCategory
2024
N/AN/A
2023
7.28%N/A
2022
-8.88%N/A
2021
6.38%N/A
2020
3.86%N/A
2019
8.82%N/A
2018
-4.02%N/A
2017
3.68%N/A
2016
2.58%N/A
2015
2.03%N/A
2014
6.38%N/A
2013
5.31%N/A
2012
4.35%N/A
2011
0.39%N/A
2010
6.19%N/A
2009
8.07%N/A
2008
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.02%N/AN/AN/A
20232.87%0.42%-3.02%7.08%
2022-4.08%-7.20%-1.02%3.42%
20210.88%3.07%0.33%1.97%
2020-9.67%7.60%2.42%4.33%
20195.46%1.12%0.52%1.51%
2018-1.12%1.33%-0.46%-3.76%
20171.91%0.11%-0.33%1.96%
2016-0.45%1.83%2.20%-0.99%
20154.69%-1.92%-1.56%0.94%
20143.25%1.68%-0.13%1.47%
20132.71%-1.54%1.29%2.82%
20122.33%-1.15%2.31%0.83%
20110.43%0.20%-2.15%1.95%
20100.44%-1.04%5.29%1.47%
2009-3.08%5.72%4.49%0.94%
2008-3.07%N/AN/AN/A

Rank in category (by total return)

YTD8
1-month43
3-month24
1-year11
3-year7
5-year16

Load adjusted returns

1-year8.07%
3-year1.44%
5-year2.78%
10-year2.52%