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Beneva Growth Strategy GIF Basic (0P000174L1.TO)

Toronto - Toronto Delayed price. Currency in CAD
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20.93-0.05 (-0.22%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.05%
5-year average return5.84%
Number of years up19
Number of years down6
Best 1-yr total return (12 Jun 2024)14.16%
Worst 1-yr total return (12 Jun 2024)N/A
Best 3-yr total return14.16%
Worst 3-yr total return1.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000174L1.TOCategory
YTD5.95%0.00%
1-month2.24%0.00%
3-month1.29%0.00%
1-year12.87%0.00%
3-year3.47%0.00%
5-year5.95%0.00%
10-year4.84%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000174L1.TOCategory
2024
N/AN/A
2023
9.55%N/A
2022
-11.62%N/A
2021
12.52%N/A
2020
9.44%N/A
2019
14.16%N/A
2018
-6.40%N/A
2017
6.49%N/A
2016
5.86%N/A
2015
2.73%N/A
2014
7.73%N/A
2013
13.94%N/A
2012
5.79%N/A
2011
-4.81%N/A
2010
7.47%N/A
2009
13.97%N/A
2008
-20.20%N/A
2007
1.73%N/A
2006
10.95%N/A
2005
12.14%N/A
2004
7.84%N/A
2003
11.31%N/A
2002
-7.25%N/A
2001
-12.41%N/A
2000
1.98%N/A
1999
15.91%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.55%N/AN/AN/A
20233.66%1.33%-4.00%8.65%
2022-5.72%-10.48%-0.70%5.45%
20211.63%5.26%1.66%3.47%
2020-13.00%13.17%4.40%6.47%
20198.25%1.62%0.22%3.55%
2018-0.45%2.72%-0.49%-8.02%
20172.51%-0.24%0.22%3.90%
2016-0.47%2.90%3.68%-0.32%
20155.51%-1.85%-2.37%1.61%
20144.07%2.38%-0.15%1.26%
20134.81%-0.61%2.85%6.35%
20123.88%-2.38%2.79%1.48%
20112.04%-1.64%-7.94%3.02%
20101.69%-4.56%6.76%3.73%
2009-4.23%10.01%6.11%1.95%
2008-2.70%3.05%-11.50%-10.06%
20071.56%0.92%-0.28%-0.46%
20063.51%-3.24%3.19%7.36%
20052.80%2.99%4.17%1.67%
20042.24%1.00%-0.58%5.04%
2003-6.02%7.52%2.62%7.35%
20022.50%-4.59%-9.55%4.85%
2001-11.77%0.37%-8.85%8.51%
20009.04%5.68%0.02%-11.52%
19990.62%3.16%-1.66%13.55%

Rank in category (by total return)

YTD9
1-month44
3-month66
1-year18
3-year55
5-year35

Load adjusted returns

1-year12.87%
3-year3.47%
5-year5.95%
10-year4.84%