Mackenzie US Mid Cap Opportunities Series PWT8 (MFC8123)
13.74
+0.01
(+0.05%)
CAD |
Jul 28 2025
Loading...
Unshare Item
Cancel
Unshare
Generate Report
Owner
Report Category
All Report Templates
There are no items.
Reset
Start
Cancel
Delete
Help
Loading...
Generate Report
(?)
Help
Loading...
Cancel
Back
Next
Generate Report
Select how you would like the tearsheets to be grouped.
Export as:
(?)
(?)
(?)
Cancel
Back
Next
Help
Loading...
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
Create Talking Point
Talking Point Name
Talking Point Metric
Loading...
Select Financial Metric
Category
Popular Metrics
Income Statement
Balance Sheet
Cash Flows Statement
Price and Valuation Multipliers
Returns and Performance
Risk
Means and Medians
Relative Metrics
Estimates
Dividends
Technicals
Short Interest
Institutional and Insider Holdings
ESG
Earnings and Management Effectiveness
Shareholder Payouts, Liquidity and Solvency Ratios
Company Attributes
Fund/ETF Specific
Model Portfolio Specific
Asset Allocation Metrics
Stock Only Model Portfolio Specific
SMA Specific
Gross Metrics
Advanced
Metric
Risk
Annualized Standard Deviation of Monthly Returns (3Y Lookback)
Annualized Standard Deviation of Monthly Returns (5Y Lookback)
Annualized Standard Deviation of Monthly Returns (10Y Lookback)
Max Drawdown (3Y)
Max Drawdown (5Y)
Max Drawdown (10Y)
Historical Sharpe Ratio (3Y)
Historical Sharpe Ratio (5Y)
Historical Sharpe Ratio (10Y)
Upside/Downside Ratio (3Y)
Upside/Downside Ratio (5Y)
Upside/Downside Ratio (10Y)
Upside/Downside Ratio (vs YCharts Benchmark) (3Y)
Upside/Downside Ratio (vs YCharts Benchmark) (5Y)
Upside/Downside Ratio (vs YCharts Benchmark) (10Y)
Performance
Year to Date Total Returns (Daily)
1 Month Total Returns (Daily)
3 Month Total Returns (Daily)
1 Year Total Returns (Daily)
Annualized 3 Year Total Returns (Daily)
Annualized 5 Year Total Returns (Daily)
Annualized 10 Year Total Returns (Daily)
Annualized 15 Year Total Returns (Daily)
Distributions
Dividend Yield
Dividend Per Share (5 Year Growth)
Payout Ratio
Dividend
Stock Fundamentals
EPS Diluted (TTM)
Revenue (TTM)
PE Ratio
PS Ratio
Gross Profit Margin
Profit Margin
Return on Equity
Return on Assets
Return on Invested Capital
Free Cash Flow Per Share
Debt to Equity Ratio (Annual)
Market Cap
Price to Book Value
Other
52 Week High (Daily)
52 Week Low (Daily)
Price
Price Target
Percent of Shares Outstanding Short
Discount or Premium to NAV
30-Day Average Daily Volume
Loading...
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
Select Sections
Name
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
MFC8123 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 July 29, 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 June 30, 2025
View Upside/Downside Capture Ratio
Start Trial