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SunWise Elite Quotential Bal Inc 75/100 (F000002KZS.TO)


YHD - YHD Delayed Price. Currency in CAD
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16.33000.00 (0.00%)
At close: 4:00PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return-3.18%
5-Year Average Return2.83%
Number of Years Up6
Number of Years Down1
Best 1 Yr Total Return (Apr 29, 2016)20.28%
Worst 1 Yr Total Return (Apr 29, 2016)-2.46%
Best 3-Yr Total Return20.28%
Worst 3-Yr Total Return3.10%

Trailing Returns (%) Vs. Benchmarks

ReturnF000002KZS.TOCategory
YTD-3.18%2.83%
1-Month-0.39%0.75%
3-Month-0.91%2.83%
1-Year-4.94%9.58%
3-Year3.62%5.80%
5-Year2.83%7.24%
10-Year0.00%4.23%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
F000002KZS.TOCategory
2016
N/AN/A
2015
3.36%5.37%
2014
5.49%8.71%
2013
8.60%12.80%
2012
4.57%8.09%
2011
-2.46%-1.69%
2010
7.44%8.65%
2009
20.28%17.29%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-2.80%N/AN/AN/A
20156.98%-1.91%-3.95%2.55%
20142.64%0.95%0.74%1.06%
20132.64%-1.10%2.08%4.80%
20123.00%-2.68%2.28%2.00%
20110.77%-0.23%-3.98%1.04%
20101.65%-1.71%5.54%1.88%
2009-0.40%10.38%7.23%2.02%

Rank In Category (By Total Return)

YTD81
1-Month54
3-Month75
1-Year78
3-Year87
5-Year94

Load Adjusted Returns

1-Year-4.94%
3-Year3.62%
5-Year2.83%
10-YearN/A