YHD - Delayed Quote CAD

SunWise Essntl 2 CI Sig Dvrs Yld Inc (F00000PJBE.TO)

13.20 -0.08 (-0.60%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 2
YTD Return --
5y Average Return --
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return 7.99%
Worst 1Y Total Return -4.41%
Best 3Y Total Return 7.99%
Worst 3Y Total Return 0.84%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F00000PJBE.TO
Category
YTD
5.27%
2.83%
1-Month
1.17%
0.75%
3-Month
1.86%
2.83%
1-Year
3.75%
9.58%
3-Year
4.10%
5.80%
5-Year
2.39%
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
F00000PJBE.TO
Category
2018
-4.41%
--
2017
2.83%
--
2016
4.32%
--
2015
0.00%
5.37%
2014
7.40%
8.71%
2013
7.99%
12.80%
2012
--
8.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -3.94% 4.00% 0.55% -4.83%
2017 1.75% 1.49% -1.50% 1.10%
2016 -2.90% 2.56% 4.42% 0.32%
2015 5.23% -1.97% -4.18% 1.18%
2014 3.57% 1.55% 0.08% 2.03%
2013 3.46% -0.37% 1.49% 3.22%
2012 3.08% -- -- --

Rank in Category (By Total Return)

YTD 34
1-Month 94
3-Month 61
1-Year 14
3-Year 64
5-Year 76

Load Adjusted Returns

1-Year 3.75%
3-Year 4.10%
5-Year 2.39%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.57
Morningstar Risk Rating

Fund Overview

Category Global Neutral Balanced
Fund Family CI Investments Inc
Net Assets 14.42M
YTD Return 5.27%
Yield 0.00%
Morningstar Rating
Inception Date Aug 27, 2012

Fund Summary

To obtain a high total returns through exposure to fixed income and high-yielding equity securities throughout the world.

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