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    More On SWESSFIDELIT…


    SunWise Essntl Fdty Glb Asset Allc Inc (SWESSFIDELIT.TO)

    14.59 Down 0.09(0.61%) Feb 9

    Performance Overview as of Dec 30, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:5.00
    Year-to-Date Return:13.79%
    5-Year Average Return:9.37%
    Number of Years Up:4
    Number of Years Down:1
    Best 1 Yr Total Return (2013-12-31):19.33%
    Worst 1 Yr Total Return (2011-12-31):-2.31%
    Best 3-Yr Total Return (N/A):14.29%
    Worst 3-Yr Total Return (N/A):7.74%
    Load Adjusted Returns 
    1-Year:13.79%
    3-Year:14.29%
    5-Year:9.37%
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnSWESSFIDELIT.TOCategoryDiffIndex*Diff
    Year To Date13.79N/AN/AN/AN/A
    1-Month1.69N/AN/AN/AN/A
    3-Month5.91N/AN/AN/AN/A
    1-Year13.79N/AN/AN/AN/A
    3-Year14.29N/AN/AN/AN/A
    5-Year9.37N/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 () 
    YearSWESSFIDELIT.TOCategoryDiff
    2015
     
    13.79N/AN/A
    2014
     
    9.94N/AN/A
    2013
     
    19.33N/AN/A
    2012
     
    7.29N/AN/A
    2011
     
    -2.31N/AN/A
    2010N/AN/AN/A
    Past Quarterly Returns (%) for SWESSFIDELIT.TO 
    Q1Q2Q3Q4
    20159.85-2.190.005.91
    20144.81-0.611.543.94
    20136.512.612.017.04
    20124.110.000.592.45
    2011-0.80-0.40-1.730.62
    2010-0.30N/AN/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date5N/A
    1-Month5N/A
    3-Month6N/A
    6-Month3N/A
    1-Year5N/A
    3-Year8N/A
    5-Year8N/A