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SunWise Essntl Fdty Glb Asset Allc Seg (SWESSFIDITYR.TO)

14.54 Up 0.07(0.48%) May 27

Performance Overview as of Apr 29, 2016Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:4.00
Year-to-Date Return:-7.26%
5-Year Average Return:7.12%
Number of Years Up:4
Number of Years Down:1
Best 1 Yr Total Return (2013-12-31):18.76%
Worst 1 Yr Total Return (2011-12-31):-2.83%
Best 3-Yr Total Return (N/A):13.79%
Worst 3-Yr Total Return (N/A):7.27%
Load Adjusted Returns 
1-Year:-1.19%
3-Year:8.10%
5-Year:7.12%
10-Year:N/A
Trailing Returns (%) vs. Benchmarks 
ReturnSWESSFIDITYR.TOCategoryDiffIndex*Diff
Year To Date-7.26N/AN/AN/AN/A
1-Month-2.23N/AN/AN/AN/A
3-Month-4.87N/AN/AN/AN/A
1-Year-1.19N/AN/AN/AN/A
3-Year8.10N/AN/AN/AN/A
5-Year7.12N/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 () 
YearSWESSFIDITYR.TOCategoryDiff
2016N/AN/AN/A
2015
 
13.30N/AN/A
2014
 
9.49N/AN/A
2013
 
18.76N/AN/A
2012
 
6.96N/AN/A
2011
 
-2.83N/AN/A
2010N/AN/AN/A
Past Quarterly Returns (%) for SWESSFIDITYR.TO 
Q1Q2Q3Q4
2016-5.15N/AN/AN/A
20159.72-2.18-0.215.79
20144.75-0.701.423.80
20136.412.471.966.82
20124.05-0.100.502.39
2011-1.01-0.51-1.740.42
2010-1.00N/AN/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date91N/A
1-Month92N/A
3-Month95N/A
6-Month89N/A
1-Year17N/A
3-Year28N/A
5-Year15N/A