Tactical Asset Allocation Balanced Grwth Cl Sr ET8 (CIG26023)

11.39 +0.11 (+0.99%) CAD  |  Jan 09 2026
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CIG26023 Historical Sortino (Since Inception)

Historical Sortino (Since Inception) Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Historical Sortino Ratio Definition

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Measures risk-adjusted return like the Sharpe Ratio but focuses only on downside volatility, isolating harmful fluctuations while ignoring upside movements.

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Historical Sortino (Since Inception) Range, Past 5 Years

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Historical Sortino (Since Inception) Benchmarks

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CI Select 20i80e Managed Portfolio Corp Cl ET8 Upgrade
Tactical Asset Allocation Growth Class Series ET8 Upgrade
CI Select 30i70e Managed Portfolio Corp Cl ET8 Upgrade
CI Portfolio Sr Balanced Growth Fund Sr AT6 Upgrade
CI Portfolio Series Growth Fund Series AT6 Upgrade

Historical Sortino (Since Inception) Related Metrics

Alpha (Since Inception) Upgrade
Beta (Since Inception) Upgrade
Annualized Standard Deviation of Monthly Returns (Since Inception) Upgrade
Historical Sharpe Ratio (Since Inception) Upgrade
Max Drawdown (Since Inception) Upgrade
Monthly Value at Risk (VaR) 5% (Since Inception) Upgrade

Historical Sortino (Since Inception) Excel Add-In Codes

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Metric Code: historical_sortino_all
Latest Data Point: =YCP("M:CIG26023.TO", "historical_sortino_all")
Last 5 Data Points: =YCS("M:CIG26023.TO", "historical_sortino_all", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.