• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down1.54% Nasdaq Down1.52%

    More On SUNWISESRIEP…


    SunWise 2001 PS Conserv Bal 100/100 (SUNWISESRIEP.TO)

    19.16 Down 0.08(0.42%) Apr 15

    Performance Overview as of Mar 30, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:5.69%
    5-Year Average Return:7.24%
    Number of Years Up:8
    Number of Years Down:3
    Best 1 Yr Total Return (2009-12-31):14.63%
    Worst 1 Yr Total Return (2008-12-31):-16.58%
    Best 3-Yr Total Return (N/A):8.96%
    Worst 3-Yr Total Return (N/A):-3.89%
    Load Adjusted Returns 
    1-Year:9.63%
    3-Year:9.35%
    5-Year:7.24%
    10-Year:4.54%
    Trailing Returns (%) vs. Benchmarks 
    ReturnSUNWISESRIEP.TOCategoryDiffIndex*Diff
    Year To Date5.69N/AN/AN/AN/A
    1-Month-0.05N/AN/AN/AN/A
    3-Month5.69N/AN/AN/AN/A
    1-Year9.63N/AN/AN/AN/A
    3-Year9.35N/AN/AN/AN/A
    5-Year7.24N/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 () 
    YearSUNWISESRIEP.TOCategoryDiff
    2015N/AN/AN/A
    2014
     
    7.55N/AN/A
    2013
     
    13.26N/AN/A
    2012
     
    6.22N/AN/A
    2011
     
    -2.24N/AN/A
    2010
     
    7.43N/AN/A
    2009
     
    14.63N/AN/A
    2008
     
    -16.58N/AN/A
    2007
     
    -3.06N/AN/A
    2006
     
    9.78N/AN/A
    2005
     
    7.74N/AN/A
    2004
     
    7.81N/AN/A
    2003N/AN/AN/A
    Past Quarterly Returns (%) for SUNWISESRIEP.TO 
    Q1Q2Q3Q4
    20155.69N/AN/AN/A
    20143.681.320.511.86
    20134.850.322.505.06
    20124.57-1.571.671.50
    20111.68-0.48-6.223.02
    20101.28-3.786.163.85
    2009-2.758.766.102.15
    2008-2.150.73-7.57-8.43
    20071.25-0.62-2.21-1.49
    20064.13-3.232.815.97
    20050.992.043.121.39
    20043.28-0.26-0.785.47
    20034.913.226.42N/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date45N/A
    1-Month30N/A
    3-Month45N/A
    6-Month54N/A
    1-Year60N/A
    3-Year48N/A
    5-Year48N/A