YHD - Delayed Quote CAD

SunWise Essntl FT Quotntl Bal Inc Seg (F00000JVYS.TO)

13.21 -0.04 (-0.30%)
As of June 28 at 6:07 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating 2
YTD Return --
5y Average Return --
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return 9.05%
Worst 1Y Total Return -4.90%
Best 3Y Total Return 9.05%
Worst 3Y Total Return -0.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F00000JVYS.TO
Category
YTD
3.86%
2.83%
1-Month
1.28%
0.75%
3-Month
1.85%
2.83%
1-Year
-0.83%
9.58%
3-Year
2.76%
5.80%
5-Year
2.04%
7.24%
10-Year
0.00%
4.23%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
F00000JVYS.TO
Category
2018
-4.90%
--
2017
3.81%
--
2016
1.11%
--
2015
3.71%
5.37%
2014
5.85%
8.71%
2013
9.05%
12.80%
2012
4.90%
8.09%
2011
-2.25%
-1.69%

2010
--
8.65%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -0.66% 0.41% -0.60% -4.09%
2017 1.97% 0.08% -0.46% 2.20%
2016 -2.63% 0.98% 3.07% -0.24%
2015 7.10% -1.85% -3.85% 2.61%
2014 2.71% 1.11% 0.84% 1.08%
2013 2.67% -0.93% 2.15% 4.95%
2012 3.10% -2.62% 2.29% 2.14%
2011 0.88% -0.29% -3.88% 1.11%
2010 2.40% -- -- --

Rank in Category (By Total Return)

YTD 79
1-Month 81
3-Month 63
1-Year 83
3-Year 93
5-Year 87

Load Adjusted Returns

1-Year -0.83%
3-Year 2.76%
5-Year 2.04%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.54
Morningstar Risk Rating

Fund Overview

Category Global Neutral Balanced
Fund Family CI Investments Inc
Net Assets 3.04M
YTD Return 3.86%
Yield 0.00%
Morningstar Rating
Inception Date Sep 16, 2010

Fund Summary

A balance of current income and long-term capital appreciation by investing in a diversified mix of equity and income mutual funds, with a bias towards capital appreciation. The fundamental investment objective may only be changed with the approval of a majority of the unitholders at a meeting called for that purpose.

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