YHD - Delayed Quote CAD

SunWise 2001 CI American Value 75/100 (F000003XV4.TO)

19.88 -0.39 (-1.92%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 2
YTD Return --
5y Average Return --
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return 38.33%
Worst 1Y Total Return -24.50%
Best 3Y Total Return 38.33%
Worst 3Y Total Return -8.01%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F000003XV4.TO
Category
YTD
6.92%
4.28%
1-Month
3.14%
0.04%
3-Month
-0.45%
4.28%
1-Year
-0.89%
15.99%
3-Year
7.88%
12.30%
5-Year
7.97%
15.30%
10-Year
10.59%
6.45%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
F000003XV4.TO
Category
2018
-4.13%
--
2017
8.12%
--
2016
2.92%
--
2015
11.00%
13.60%
2014
19.58%
18.27%
2013
38.33%
39.20%
2012
5.90%
10.52%
2011
-1.01%
-1.02%

2010
4.33%
9.45%
2009
8.24%
11.23%
2008
-24.50%
-28.26%
2007
-4.74%
-8.54%
2006
14.87%
11.55%
2005
1.92%
2.08%
2004
9.08%
2.11%
2003
14.38%
6.24%
2002
-26.78%
-23.27%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 0.27% 3.76% 3.87% -11.29%
2017 4.19% -0.65% -0.94% 5.45%
2016 -6.88% -0.88% 5.50% 5.69%
2015 8.03% -2.70% -2.77% 8.61%
2014 3.41% -0.15% 5.55% 9.73%
2013 11.24% 7.41% 2.78% 12.64%
2012 9.30% -2.90% -0.53% 0.32%
2011 3.14% -0.76% -9.87% 7.30%
2010 1.29% -9.13% 7.00% 5.95%
2009 -4.56% 6.64% 2.37% 3.89%

2008 -7.56% 1.14% -9.31% -10.95%
2007 1.00% -2.35% -3.14% -0.29%
2006 3.98% -5.34% 5.53% 10.58%
2005 0.85% 3.70% -2.65% 0.10%
2004 4.77% 2.11% -6.75% 9.33%
2003 -3.46% 8.55% 0.76% 8.32%
2002 -0.45% -17.86% -11.83% 1.56%

Rank in Category (By Total Return)

YTD 59
1-Month 63
3-Month 65
1-Year 85
3-Year 74
5-Year 67

Load Adjusted Returns

1-Year -0.89%
3-Year 7.88%
5-Year 7.97%
10-Year 10.59%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category US Equity
Fund Family CI Investments Inc
Net Assets 3.02M
YTD Return 6.92%
Yield 0.00%
Morningstar Rating
Inception Date Dec 03, 2001

Fund Summary

To achieve long-term capital growth by investing primarily in a broadly diversified portfolio of American equity securities.

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