Dow Up0.15% Nasdaq Up0.21%

SunWise 2001 Fidelity NorthStar 100/100 (SUNWISEFIDTO.TO)

15.42 Down 0.08(0.52%) Sep 15

Performance Overview as of Aug 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:10.56%
5-Year Average Return:11.75%
Number of Years Up:5
Number of Years Down:3
Best 1 Yr Total Return (2013-12-31):43.51%
Worst 1 Yr Total Return (2008-12-31):-33.86%
Best 3-Yr Total Return (N/A):10.88%
Worst 3-Yr Total Return (N/A):-10.97%
Load Adjusted Returns 
1-Year:25.02%
3-Year:17.82%
5-Year:11.75%
10-Year:N/A
Trailing Returns (%) vs. Benchmarks 
ReturnSUNWISEFIDTO.TOCategoryDiffIndex*Diff
Year To Date10.56N/AN/AN/AN/A
1-Month1.45N/AN/AN/AN/A
3-Month3.64N/AN/AN/AN/A
1-Year25.02N/AN/AN/AN/A
3-Year17.82N/AN/AN/AN/A
5-Year11.75N/AN/AN/AN/A
Last Bull Market ( to )N/AN/AN/AN/AN/A
Last Bear Market ( to )N/AN/AN/AN/AN/A
Annual Total Return (%) History () 
YearSUNWISEFIDTO.TOCategoryDiff
2014N/AN/AN/A
2013
 
43.51N/AN/A
2012
 
6.24N/AN/A
2011
 
-10.58N/AN/A
2010
 
9.78N/AN/A
2009
 
22.37N/AN/A
2008
 
-33.86N/AN/A
2007
 
-2.79N/AN/A
2006
 
9.75N/AN/A
2005N/AN/AN/A
Past Quarterly Returns (%) for SUNWISEFIDTO.TO 
Q1Q2Q3Q4
20145.462.66N/AN/A
201314.029.314.969.69
20127.45-4.080.742.32
20110.49-1.56-10.891.44
20102.26-6.417.536.69
2009-5.6615.0610.911.64
2008-8.532.28-16.47-15.37
20071.351.59-3.37-2.30
20067.89-7.75-0.2810.57
20050.594.131.70N/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date55N/A
1-Month84N/A
3-Month56N/A
6-Month39N/A
1-Year60N/A
3-Year62N/A
5-Year58N/A