YHD - Delayed Quote CAD

SunWise Elite CI Glb High Div Ad (SUNWISEEMOND.TO)

11.13 -0.07 (-0.63%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 7
Number of Years Down 1
Best 1Y Total Return 23.43%
Worst 1Y Total Return -25.03%
Best 3Y Total Return 23.43%
Worst 3Y Total Return -5.97%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SUNWISEEMOND.TO
Category
YTD
-2.46%
5.08%
1-Month
-2.37%
1.34%
3-Month
-1.16%
5.08%
1-Year
-2.46%
14.16%
3-Year
6.84%
8.81%
5-Year
6.84%
12.06%
10-Year
0.00%
4.45%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
SUNWISEEMOND.TO
Category
2018
--
--
2017
6.59%
--
2016
0.35%
--
2015
4.40%
11.85%
2014
8.99%
9.94%
2013
23.43%
28.57%
2012
4.24%
11.96%
2011
3.32%
-6.72%

2010
4.15%
6.83%
2009
6.48%
16.36%
2008
-25.03%
-29.63%
2007
--
-5.14%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -4.11% 0.56% 0.82% --
2017 4.20% 0.00% -0.46% 2.76%
2016 -0.09% 1.05% -0.26% -0.35%
2015 5.22% -3.66% -1.08% 4.11%
2014 5.09% 1.71% -0.37% 2.35%
2013 8.38% 2.39% 3.22% 7.75%
2012 2.70% 0.38% 0.62% 0.50%
2011 2.26% 2.08% -5.34% 4.57%
2010 -2.21% -6.08% 10.24% 2.87%
2009 -8.69% 6.45% 4.85% 4.48%

2008 -7.70% -3.71% -7.83% -8.49%
2007 -3.23% -2.41% -- --

Rank in Category (By Total Return)

YTD 10
1-Month 70
3-Month 25
1-Year 30
3-Year 82
5-Year 55

Load Adjusted Returns

1-Year -2.46%
3-Year 6.84%
5-Year 6.84%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.77
Morningstar Risk Rating

Fund Overview

Category Global Equity
Fund Family CI Investments Inc
Net Assets --
YTD Return -2.46%
Yield 0.00%
Morningstar Rating
Inception Date Apr 16, 2007

Fund Summary

To generate a stable stream of income and to preserve and enhance the net asset value of the fund by obtaining exposure primarily to income generating equity, equity-related and fixed income securities of issuers located anywhere in the world.

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