YHD - Delayed Quote CAD

SunWise Essntl 2 Port Cnsrv Estate (F00000PJD3.TO)

13.58 -0.02 (-0.15%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 2
YTD Return --
5y Average Return --
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return 10.94%
Worst 1Y Total Return -2.94%
Best 3Y Total Return 10.94%
Worst 3Y Total Return 0.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F00000PJD3.TO
Category
YTD
2.81%
2.83%
1-Month
0.97%
0.75%
3-Month
2.14%
2.83%
1-Year
0.41%
9.58%
3-Year
3.06%
5.80%
5-Year
2.61%
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
F00000PJD3.TO
Category
2018
-2.94%
--
2017
3.42%
--
2016
2.29%
--
2015
3.60%
5.37%
2014
7.48%
8.71%
2013
10.94%
12.80%
2012
--
8.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -0.52% 0.44% -0.51% -2.37%
2017 1.78% 0.53% -0.84% 1.93%
2016 -2.37% 1.86% 3.42% -0.54%
2015 5.57% -2.02% -1.98% 2.18%
2014 3.43% 1.19% 0.84% 1.83%
2013 4.10% -0.09% 2.16% 4.41%
2012 1.49% -- -- --

Rank in Category (By Total Return)

YTD 93
1-Month 95
3-Month 41
1-Year 46
3-Year 88
5-Year 70

Load Adjusted Returns

1-Year 0.41%
3-Year 3.06%
5-Year 2.61%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.58
Morningstar Risk Rating

Fund Overview

Category Global Neutral Balanced
Fund Family CI Investments Inc
Net Assets 28.08M
YTD Return 2.81%
Yield 0.00%
Morningstar Rating
Inception Date Aug 27, 2012

Fund Summary

To provide a balance between income and capital growth at lower than average levels of volatility by obtaining exposure primarily to equity, equity-related and fixed income securities of issuers located anywhere in the world.

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