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    More On F000002KZS.T…


    SunWise Elite Quotential Bal Inc 75/100 (F000002KZS.TO)

    16.10 Down 0.09(0.56%) Mar 26

    Performance Overview as of Feb 27, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:2.00
    Year-to-Date Return:7.04%
    5-Year Average Return:5.98%
    Number of Years Up:5
    Number of Years Down:1
    Best 1 Yr Total Return (2009-12-31):20.28%
    Worst 1 Yr Total Return (2011-12-31):-2.46%
    Best 3-Yr Total Return (N/A):8.02%
    Worst 3-Yr Total Return (N/A):3.10%
    Load Adjusted Returns 
    1-Year:9.86%
    3-Year:7.31%
    5-Year:5.98%
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnF000002KZS.TOCategoryDiffIndex*Diff
    Year To Date7.04N/AN/AN/AN/A
    1-Month2.07N/AN/AN/AN/A
    3-Month6.55N/AN/AN/AN/A
    1-Year9.86N/AN/AN/AN/A
    3-Year7.31N/AN/AN/AN/A
    5-Year5.98N/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 () 
    YearF000002KZS.TOCategoryDiff
    2014
     
    5.49N/AN/A
    2013
     
    8.60N/AN/A
    2012
     
    4.57N/AN/A
    2011
     
    -2.46N/AN/A
    2010
     
    7.44N/AN/A
    2009
     
    20.28N/AN/A
    Past Quarterly Returns (%) for F000002KZS.TO 
    Q1Q2Q3Q4
    20142.640.950.741.06
    20132.64-1.102.084.80
    20123.00-2.682.282.00
    20110.77-0.23-3.981.04
    20101.65-1.715.541.88
    2009-0.4010.387.232.02
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date22N/A
    1-Month63N/A
    3-Month28N/A
    6-Month35N/A
    1-Year65N/A
    3-Year94N/A
    5-Year91N/A