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LON FT Bal Income (PSG) 75/75 (LONREVQUILFT.TO)

YHD - YHD Delayed price. Currency in CAD
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14.37-0.10 (-0.69%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up4
Number of years down2
Best 1-yr total return (Invalid Date)11.01%
Worst 1-yr total return (Invalid Date)-0.63%
Best 3-yr total return11.01%
Worst 3-yr total return4.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLONREVQUILFT.TOCategory
YTD0.61%2.23%
1-month0.56%0.81%
3-month2.14%2.23%
1-year-3.54%9.15%
3-year4.77%4.97%
5-year4.60%6.36%
10-year0.00%4.46%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
LONREVQUILFT.TOCategory
2018
N/AN/A
2017
3.83%N/A
2016
6.97%N/A
2015
-0.36%-0.11%
2014
8.13%8.29%
2013
11.01%11.15%
2012
7.17%6.27%
2011
-0.63%-2.06%
2010
7.53%9.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-2.17%2.05%-0.38%N/A
20171.87%-0.11%-0.35%2.39%
20160.05%1.72%3.82%1.24%
20154.37%-2.40%-3.54%1.41%
20144.04%2.39%0.54%0.96%
20133.87%-1.06%2.79%5.09%
20123.39%-1.47%2.79%2.35%
20112.03%-0.44%-5.18%3.17%
20100.70%-3.08%6.28%3.67%

Rank in category (by total return)

YTD35
1-month31
3-month33
1-year72
3-year56
5-year29

Load adjusted returns

1-year-3.54%
3-year4.77%
5-year4.60%
10-yearN/A