YHD - Delayed Quote CAD

SunWise 2001 Fidelity US Foc Stk 100/100 (F000003XWN.TO)

15.74 +0.32 (+2.08%)
As of June 28 at 6:07 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 11
Number of Years Down 6
Best 1Y Total Return 40.37%
Worst 1Y Total Return -35.04%
Best 3Y Total Return 40.37%
Worst 3Y Total Return -15.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F000003XWN.TO
Category
YTD
7.66%
4.28%
1-Month
4.30%
0.04%
3-Month
1.96%
4.28%
1-Year
10.38%
15.99%
3-Year
14.88%
12.30%
5-Year
9.84%
15.30%
10-Year
13.03%
6.45%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
F000003XWN.TO
Category
2018
10.68%
--
2017
19.53%
--
2016
-3.30%
--
2015
16.58%
13.60%
2014
10.65%
18.27%
2013
40.37%
39.20%
2012
8.47%
10.52%
2011
-5.93%
-1.02%

2010
7.08%
9.45%
2009
8.46%
11.23%
2008
-35.04%
-28.26%
2007
-12.72%
-8.54%
2006
5.91%
11.55%
2005
3.93%
2.08%
2004
-1.09%
2.11%
2003
6.47%
6.24%
2002
-23.28%
-23.27%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 6.07% 7.67% 7.94% -10.22%
2017 5.22% 1.71% 3.12% 8.31%
2016 -7.34% 0.69% 5.90% -2.14%
2015 12.51% -1.90% -2.62% 8.46%
2014 5.09% -0.90% 1.59% 4.59%
2013 10.47% 4.51% 8.78% 11.77%
2012 10.63% -3.75% 2.54% -0.66%
2011 1.19% -2.51% -11.17% 7.35%
2010 1.45% -9.30% 6.51% 9.26%
2009 -5.71% 5.85% 4.93% 3.57%

2008 -12.40% -4.96% -10.75% -12.56%
2007 3.12% -5.74% -7.00% -3.46%
2006 4.85% -5.86% -0.60% 7.95%
2005 -1.72% 4.00% 0.48% 1.20%
2004 2.07% 2.50% -8.01% 2.78%
2003 -8.80% 5.53% 3.09% 7.30%
2002 0.11% -15.42% -14.07% 5.44%

Rank in Category (By Total Return)

YTD 41
1-Month 13
3-Month 17
1-Year 10
3-Year 12
5-Year 42

Load Adjusted Returns

1-Year 10.38%
3-Year 14.88%
5-Year 9.84%
10-Year 13.03%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category US Equity
Fund Family CI Investments Inc
Net Assets 742.25k
YTD Return 7.66%
Yield 0.00%
Morningstar Rating
Inception Date Dec 03, 2001

Fund Summary

This Fund aims to achieve long-term capital growth. It invests primarily in equity securities of U.S. companies.

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