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

14.26 0.00(0.00%) Jul 24

Performance Overview as of Jun 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:5.27%
5-Year Average Return:8.72%
Number of Years Up:5
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):6.56%
Worst 3-Yr Total Return (N/A):-5.25%
Load Adjusted Returns 
1-Year:16.31%
3-Year:8.14%
5-Year:8.72%
10-Year:N/A
Trailing Returns (%) vs. Benchmarks 
ReturnSWESPCROISSQ.TOCategoryDiffIndex*Diff
Year To Date5.27N/AN/AN/AN/A
1-Month1.00N/AN/AN/AN/A
3-Month1.36N/AN/AN/AN/A
1-Year16.31N/AN/AN/AN/A
3-Year8.14N/AN/AN/AN/A
5-Year8.72N/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
2014N/AN/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
20143.861.36N/AN/A
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 Date59N/A
1-Month30N/A
3-Month62N/A
6-Month59N/A
1-Year62N/A
3-Year49N/A
5-Year32N/A