YHD - Delayed Quote CAD

SunWise Essntl CI Signature High Inc (SWESSREVLEVS.TO)

13.43 -0.13 (-0.96%)
As of June 28 at 6:07 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating 2
YTD Return --
5y Average Return --
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return 10.09%
Worst 1Y Total Return -2.21%
Best 3Y Total Return 10.09%
Worst 3Y Total Return 4.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SWESSREVLEVS.TO
Category
YTD
-2.04%
2.83%
1-Month
0.54%
0.75%
3-Month
-0.38%
2.83%
1-Year
-7.62%
9.58%
3-Year
1.73%
5.80%
5-Year
3.84%
7.24%
10-Year
0.00%
4.23%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
SWESSREVLEVS.TO
Category
2018
--
--
2017
1.73%
--
2016
5.21%
--
2015
-2.21%
5.37%
2014
7.20%
8.71%
2013
7.30%
12.80%
2012
10.09%
8.09%
2011
3.48%
-1.69%

2010
--
8.65%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -3.97% 3.81% 0.65% --
2017 1.15% 0.64% -1.30% 1.26%
2016 -2.57% 3.25% 4.28% 0.29%
2015 3.91% -1.99% -4.78% 0.84%
2014 3.96% 2.74% 0.15% 0.22%
2013 2.72% -1.32% 2.18% 3.61%
2012 2.90% 1.45% 3.13% 2.26%
2011 3.97% -0.19% -4.57% 4.49%
2010 3.40% -- -- --

Rank in Category (By Total Return)

YTD 41
1-Month 25
3-Month 51
1-Year 92
3-Year 97
5-Year 68

Load Adjusted Returns

1-Year -7.62%
3-Year 1.73%
5-Year 3.84%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.38
Morningstar Risk Rating

Fund Overview

Category Global Neutral Balanced
Fund Family CI Investments Inc
Net Assets --
YTD Return -2.04%
Yield 0.00%
Morningstar Rating
Inception Date Sep 16, 2010

Fund Summary

This fund's objective is to generate a high level of income and long-term capital growth. It invests primarily in high-yielding equity securities and Canadian corporate bonds. Any change to the investment objective must be approved by a majority of votes cast at a meeting of unitholders held for that reason.

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