YHD - Delayed Quote • CAD
SunWise Elite CI PSS i60/e40 Basic Gtee (F00000LN8Q.TO)
At close: June 28 at 6:07 PM EDT
Performance Overview
| Morningstar Return Rating | 2 |
| YTD Return | -- |
| 5y Average Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
| Best 1Y Total Return | 13.89% |
| Worst 1Y Total Return | -6.34% |
| Best 3Y Total Return | 13.89% |
| Worst 3Y Total Return | 0.77% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
F00000LN8Q.TO
Category
- YTD
- 4.78%
- 2.83%
- 1-Month
- 1.56%
- 0.75%
- 3-Month
- 1.86%
- 2.83%
- 1-Year
- -0.81%
- 9.58%
- 3-Year
- 3.62%
- 5.80%
- 5-Year
- 2.37%
- 7.24%
- 10-Year
- 4.16%
- 4.23%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
F00000LN8Q.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2018 | -1.71% | 0.72% | 0.12% | -5.51% |
| 2017 | 2.18% | 0.07% | -0.16% | 2.33% |
| 2016 | -1.07% | 1.37% | 3.63% | 0.62% |
| 2015 | 4.53% | -1.58% | -3.63% | 1.67% |
| 2014 | 3.14% | 1.49% | 0.44% | 1.46% |
| 2013 | 4.63% | 1.09% | 2.56% | 4.99% |
| 2012 | 4.81% | -0.72% | 1.63% | 2.14% |
| 2011 | 1.66% | -0.36% | -6.01% | 2.71% |
| 2010 | 1.87% | -3.47% | 5.80% | 2.46% |
| 2009 | 0.00% | 0.00% | 0.00% | 1.70% |
Rank in Category (By Total Return)
| YTD | 50 |
| 1-Month | 58 |
| 3-Month | 62 |
| 1-Year | 82 |
| 3-Year | 78 |
| 5-Year | 77 |
Load Adjusted Returns
| 1-Year | -0.81% |
| 3-Year | 3.62% |
| 5-Year | 2.37% |
| 10-Year | 4.16% |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 50 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.59 |
| Morningstar Risk Rating |
Fund Overview
| Category | Global Neutral Balanced |
| Fund Family | CI Investments Inc |
| Net Assets | 3.82M |
| YTD Return | 4.78% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 20, 2008 |
Fund Summary
To provide conservative returns from a diversified portfolio of income securities, with a small amount of exposure to equity securities to seek conservative capital growth. It aims to invest 60% of its assets in a pool that invest primarily in income securities and 40% of its assets in pools that invest primarily in equity securities. No new contributions will be accepted.
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