YHD - Delayed Quote CAD

SunWise Elite CI PSS e100 Basic Gtee (F00000LN85.TO)

19.48 -0.25 (-1.27%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 2
YTD Return --
5y Average Return --
Number of Years Up 6
Number of Years Down 4
Best 1Y Total Return 28.83%
Worst 1Y Total Return -10.51%
Best 3Y Total Return 28.83%
Worst 3Y Total Return -2.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F00000LN85.TO
Category
YTD
8.02%
5.08%
1-Month
2.80%
1.34%
3-Month
1.49%
5.08%
1-Year
-1.72%
14.16%
3-Year
2.04%
8.81%
5-Year
1.17%
12.06%
10-Year
7.81%
4.45%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
F00000LN85.TO
Category
2018
-10.51%
--
2017
4.11%
--
2016
-0.31%
--
2015
-0.05%
11.85%
2014
8.64%
9.94%
2013
28.83%
28.57%
2012
10.54%
11.96%
2011
-7.67%
-6.72%

2010
9.89%
6.83%
2009
17.86%
16.36%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -3.07% 2.22% 1.15% -10.71%
2017 0.05% -0.26% 0.87% 3.42%
2016 -1.14% 0.84% 0.00% 0.00%
2015 5.27% -1.72% -5.89% 2.65%
2014 3.81% 2.97% 0.31% 1.31%
2013 8.67% 3.46% 5.01% 9.12%
2012 8.15% -3.91% 3.07% 3.21%
2011 3.61% -2.42% -12.55% 4.42%
2010 2.67% -8.45% 8.10% 8.13%
2009 -7.55% 12.91% 8.69% 3.87%

Rank in Category (By Total Return)

YTD 24
1-Month 50
3-Month 39
1-Year 68
3-Year 100
5-Year 93

Load Adjusted Returns

1-Year -1.72%
3-Year 2.04%
5-Year 1.17%
10-Year 7.81%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.68
Morningstar Risk Rating

Fund Overview

Category Global Equity
Fund Family CI Investments Inc
Net Assets 3.72M
YTD Return 8.02%
Yield 0.00%
Morningstar Rating
Inception Date Oct 20, 2008

Fund Summary

To provide maximum long-term capital growth from a strategically diversified portfolio of primarily equity securities of issuers located anywhere in the world. No new contributions will be accepted.

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