• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down0.23% Nasdaq Up0.27%

    More On SWESSFIDELIT…

    Quotes

    Charts

    News & Info

    • Headlines

    Fund


    SunWise Essntl Fdty Glb Asset Allc Inc (SWESSFIDELIT.TO)

    15.92 Up 0.03(0.19%) Mar 23

    Performance Overview as of Apr 29, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:4.00
    Year-to-Date Return:-7.18%
    5-Year Average Return:7.56%
    Number of Years Up:4
    Number of Years Down:1
    Best 1 Yr Total Return (2013-12-31):19.33%
    Worst 1 Yr Total Return (2011-12-31):-2.31%
    Best 3-Yr Total Return (N/A):14.29%
    Worst 3-Yr Total Return (N/A):7.74%
    Load Adjusted Returns 
    1-Year:-0.75%
    3-Year:8.55%
    5-Year:7.56%
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnSWESSFIDELIT.TOCategoryDiffIndex*Diff
    Year To Date-7.18N/AN/AN/AN/A
    1-Month-2.16N/AN/AN/AN/A
    3-Month-4.80N/AN/AN/AN/A
    1-Year-0.75N/AN/AN/AN/A
    3-Year8.55N/AN/AN/AN/A
    5-Year7.56N/AN/AN/AN/A
    Last Bull Market ( to )N/AN/AN/AN/AN/A
    Last Bear Market ( to )N/AN/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearSWESSFIDELIT.TOCategoryDiff
    2016N/AN/AN/A
    2015
     
    13.79N/AN/A
    2014
     
    9.94N/AN/A
    2013
     
    19.33N/AN/A
    2012
     
    7.29N/AN/A
    2011
     
    -2.31N/AN/A
    2010N/AN/AN/A
    Past Quarterly Returns (%) for SWESSFIDELIT.TO 
    Q1Q2Q3Q4
    2016-5.13N/AN/AN/A
    20159.85-2.190.005.91
    20144.81-0.611.543.94
    20136.512.612.017.04
    20124.110.000.592.45
    2011-0.80-0.40-1.730.62
    2010-0.30N/AN/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date90N/A
    1-Month91N/A
    3-Month95N/A
    6-Month86N/A
    1-Year15N/A
    3-Year21N/A
    5-Year11N/A