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SunWise 2001 PS Balanced 100/100 (F000003XX3.TO)

16.78 Up 0.09(0.54%) Oct 20

Performance Overview as of Sep 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:5.35%
5-Year Average Return:6.57%
Number of Years Up:8
Number of Years Down:4
Best 1 Yr Total Return (2009-12-31):15.25%
Worst 1 Yr Total Return (2008-12-31):-19.01%
Best 3-Yr Total Return (N/A):10.56%
Worst 3-Yr Total Return (N/A):-4.32%
Load Adjusted Returns 
1-Year:11.15%
3-Year:10.31%
5-Year:6.57%
10-Year:4.73%
Trailing Returns (%) vs. Benchmarks 
ReturnF000003XX3.TOCategoryDiffIndex*Diff
Year To Date5.35N/AN/AN/AN/A
1-Month-1.10N/AN/AN/AN/A
3-Month0.41N/AN/AN/AN/A
1-Year11.15N/AN/AN/AN/A
3-Year10.31N/AN/AN/AN/A
5-Year6.57N/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 () 
YearF000003XX3.TOCategoryDiff
2014N/AN/AN/A
2013
 
15.15N/AN/A
2012
 
6.96N/AN/A
2011
 
-3.79N/AN/A
2010
 
7.52N/AN/A
2009
 
15.25N/AN/A
2008
 
-19.01N/AN/A
2007
 
-3.12N/AN/A
2006
 
11.62N/AN/A
2005
 
10.48N/AN/A
2004
 
8.94N/AN/A
2003
 
12.29N/AN/A
2002
 
-7.45N/AN/A
Past Quarterly Returns (%) for F000003XX3.TO 
Q1Q2Q3Q4
20143.501.370.41N/A
20135.450.542.945.51
20125.37-2.231.981.80
20111.82-0.86-7.863.45
20101.10-4.736.674.65
2009-3.259.336.402.41
2008-3.001.06-8.58-9.62
20071.35-0.42-2.32-1.72
20064.98-3.242.806.89
20051.662.064.461.93
20043.430.00-0.646.02
2003-5.136.083.727.57
20021.59-5.38-5.692.09
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date71N/A
1-Month45N/A
3-Month57N/A
6-Month62N/A
1-Year84N/A
3-Year78N/A
5-Year52N/A