Short-term (As at 2024-12-31)
1 Mo % 3 Mo % 6 Mo % YTD % 1 Y %
-1.0 0.9 6.1 11.1 11.1
Long-term (As at 2024-12-31)
2 Y % 3 Y % 5 Y % 10 Y % 15 Y % 20 Y % S.I. % Inception date
11.0 2.8 5.4 5.6 5.3 2014-09-16
CI Balanced Income Personal Portfolio was repositioned as CI Mosaic Balanced ETF Portfolio Class effective April 12, 2024. The portfolio has changed both its name and investment objective. The portfolio's performance up to April 12, 2024, corresponds to the previous investment objective, while the performance from April 12, 2024 onward reflects the newly repositioned portfolio and investment objective.

Calendar year performance