Desjardins Sustainable Conservative Portfolio P4 (DJT08218)
8.782
-0.03
(-0.33%)
CAD |
Jan 13 2025
Loading...
Unshare Item
Cancel
Unshare
Generate Report
Reset
Start
Preview
Delete Report
Are you sure you want to delete this report?
Note: Deleting this report template will remove it permanently for all future use across all asset types.
Note: Deleting this report template will remove it permanently for all future use across all asset types.
Cancel
DELETE
Help
Loading...
Generate Report
(?)
Help
Loading...
Cancel
Back
Next
Generate Report
Select Saved Scenario
Name | Date modified |
---|
Name | Date modified | Author |
---|
Cancel
Next
Select Interactive Analysis Plan
Name | Date modified |
---|
Name | Date modified | Author |
---|
Cancel
Next
Selected Items
No modules selected yet.
Back
Next
Alert
The text entered is too long for a Proposal Module, and will overflow into the module below. Continue or update with a shortened version of the text.
Cancel
Continue
Generate Report
Select a security level to use for the dollar-enabled securities in your report. (?)
Help
Loading...
Loading...
1. |
Cancel
Next
Help
Loading...
Select Risk Profile
Cancel
Next
Select Model Portfolio
Select a portfolio that aligns with the Risk Profile from the dropdown list or click Next to select another portfolio.
Cancel
Next
Name | Date Modified |
---|
Back
Next
Add To Watchlist
Add to a new Watchlist:
or Select a Watchlist:
Watching On
Other Watchlists
Loading...
Loading...
Loading...
Push portfolio to iRebal
Select a name for the new portfolio in iRebal.
Cancel
Push
DJT08218 Performance
Loading...
Edit comparables
Edit Comparables
Restore Defaults
Drag and drop to reorder or search security to add. Only top 4 comparables are shown.
Add
Loading...
Cancel
Update
Loading...
Cumulative Total Returns Versus Peers
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
View Cumulative Total Returns Versus Peers
Start Trial
Performance Versus Peer Group
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
View Performance Versus Peer Group
Start Trial
Annual Total Returns Versus Peers
There are no valid items on this chart.
Name
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
As of January 14, 2025.
View Annual Total Returns Versus Peers
Start Trial
Periodic Total Returns Versus Peers
There are no valid items on this chart.
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Returns for periods of 1 year and above are annualized.
View Periodic Total Returns Versus Peers
Start Trial
Upside/Downside Capture Ratio
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio.
Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of December 31, 2024
View Upside/Downside Capture Ratio
Start Trial