Toronto - Delayed Quote CAD

IA Clarington Loomis Global Allc L6 (0P0000SHOO.TO)

7.77
+0.00
+(0.01%)
At close: May 22 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.50%
5y Average Return 6.30%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (May 21, 2025) 19.87%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 19.87%
Worst 3Y Total Return -0.05%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000SHOO.TO
Category
YTD
-5.83%
0.00%
1-Month
-3.24%
0.00%
3-Month
-10.08%
0.00%
1-Year
5.23%
0.00%
3-Year
8.26%
0.00%
5-Year
6.00%
0.00%
10-Year
6.36%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000SHOO.TO
Category
2025
--
--
2024
18.24%
--
2023
17.73%
--
2022
-19.81%
--
2021
12.03%
--
2020
11.15%
--
2019
19.87%
--
2018
-0.99%
--

2017
13.58%
--
2016
2.09%
--
2015
3.30%
--
2014
0.74%
--
2013
13.47%
--
2012
7.64%
--
2011
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.68% -- -- --
2024 8.79% 1.73% 4.21% 2.52%
2023 6.55% 3.13% -1.69% 8.99%
2022 -11.40% -13.48% -1.40% 6.10%
2021 0.38% 5.17% 0.87% 5.20%
2020 -8.68% 11.93% 4.92% 3.65%
2019 9.61% 3.52% 1.16% 4.43%
2018 2.30% 2.91% 0.19% -6.13%
2017 4.62% 3.44% 0.86% 4.06%
2016 -4.28% 1.22% 5.32% 0.05%

2015 3.13% -1.95% -1.30% 3.51%
2014 0.44% 1.69% -1.98% 0.62%
2013 5.53% 0.53% 3.20% 3.64%
2012 6.07% -2.32% 2.13% 1.73%
2011 -1.77% -8.98% 6.27% --

Rank in Category (By Total Return)

YTD 96
1-Month 90
3-Month 97
1-Year 92
3-Year 37
5-Year 87

Load Adjusted Returns

1-Year 5.23%
3-Year 8.26%
5-Year 6.00%
10-Year 6.36%

Performance & Risk

YTD Return -2.50%
5y Average Return 6.30%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

Fund Overview

Category --
Fund Family IA Clarington Investments Inc
Net Assets 3.24B
YTD Return -5.83%
Yield 0.00%
Morningstar Rating
Inception Date Nov 04, 2019

Fund Summary

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