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SunWise 2001 PS Summit Bal Growth 75/75 (F000003XV3.TO)


YHD - YHD Delayed Price. Currency in CAD
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23.4900+0.07 (+0.30%)
At close: 4:00PM EDT

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return-3.74%
5-Year Average Return5.30%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Apr 29, 2016)18.77%
Worst 1 Yr Total Return (Apr 29, 2016)-21.48%
Best 3-Yr Total Return18.77%
Worst 3-Yr Total Return-4.63%

Trailing Returns (%) Vs. Benchmarks

ReturnF000003XV3.TOCategory
YTD-3.74%3.59%
1-Month-0.44%1.07%
3-Month0.00%3.59%
1-Year-4.55%11.18%
3-Year6.37%6.56%
5-Year5.30%8.97%
10-Year3.40%4.04%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
F000003XV3.TOCategory
2016
N/AN/A
2015
4.09%6.42%
2014
8.09%8.57%
2013
18.77%18.76%
2012
8.21%9.47%
2011
-4.32%-4.77%
2010
8.91%8.89%
2009
17.70%18.96%
2008
-21.48%-22.90%
2007
-2.57%-1.94%
2006
13.39%12.88%
2005
13.37%8.05%
2004
10.18%6.80%
2003
15.42%11.56%
2002
-6.78%-10.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-3.31%N/AN/AN/A
20156.50%-1.53%-3.90%3.27%
20144.04%1.53%0.15%2.16%
20136.13%1.01%3.95%6.58%
20126.09%-2.64%2.52%2.20%
20112.03%-1.03%-8.94%4.06%
20101.57%-5.54%7.28%5.82%
2009-3.52%10.61%7.31%2.78%
2008-3.82%1.44%-9.59%-10.98%
20071.54%0.13%-2.27%-1.94%
20066.26%-3.56%2.77%7.67%
20052.31%2.02%5.93%2.54%
20043.55%0.18%-0.70%6.97%
2003-6.30%7.61%4.79%9.24%
20022.20%-2.64%-8.73%2.65%

Rank In Category (By Total Return)

YTD65
1-Month50
3-Month45
1-Year65
3-Year60
5-Year38

Load Adjusted Returns

1-Year-4.55%
3-Year6.37%
5-Year5.30%
10-Year3.40%