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    More On SWESPCROISSQ…


    SunWise Elite Port Ser Bal Gr 75/100 (SWESPCROISSQ.TO)

    15.16 Down 0.07(0.46%) Apr 30

    Performance Overview as of Mar 30, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:6.36%
    5-Year Average Return:8.11%
    Number of Years Up:6
    Number of Years Down:3
    Best 1 Yr Total Return (2013-12-31):18.14%
    Worst 1 Yr Total Return (2008-12-31):-21.70%
    Best 3-Yr Total Return (N/A):10.93%
    Worst 3-Yr Total Return (N/A):-5.25%
    Load Adjusted Returns 
    1-Year:9.93%
    3-Year:11.04%
    5-Year:8.11%
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnSWESPCROISSQ.TOCategoryDiffIndex*Diff
    Year To Date6.36N/AN/AN/AN/A
    1-Month-0.13N/AN/AN/AN/A
    3-Month6.36N/AN/AN/AN/A
    1-Year9.93N/AN/AN/AN/A
    3-Year11.04N/AN/AN/AN/A
    5-Year8.11N/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 () 
    YearSWESPCROISSQ.TOCategoryDiff
    2015N/AN/AN/A
    2014
     
    7.34N/AN/A
    2013
     
    18.14N/AN/A
    2012
     
    7.64N/AN/A
    2011
     
    -4.85N/AN/A
    2010
     
    8.47N/AN/A
    2009
     
    17.10N/AN/A
    2008
     
    -21.70N/AN/A
    2007
     
    -2.86N/AN/A
    2006
     
    11.83N/AN/A
    Past Quarterly Returns (%) for SWESPCROISSQ.TO 
    Q1Q2Q3Q4
    20156.36N/AN/AN/A
    20143.861.36-0.072.05
    20136.050.833.776.48
    20126.04-2.852.382.06
    20111.89-1.15-9.093.92
    20101.46-5.667.225.69
    2009-3.6510.537.072.70
    2008-3.841.39-9.71-11.05
    20071.560.00-2.39-2.01
    20065.14-3.782.787.56
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date63N/A
    1-Month37N/A
    3-Month63N/A
    6-Month56N/A
    1-Year70N/A
    3-Year57N/A
    5-Year46N/A