YHD - Delayed Quote CAD

SunWise Elite CI PSS i30/e70 Basic Gtee (F00000LN8H.TO)

19.18 -0.21 (-1.08%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return 21.54%
Worst 1Y Total Return -8.36%
Best 3Y Total Return 21.54%
Worst 3Y Total Return 1.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F00000LN8H.TO
Category
YTD
6.40%
3.59%
1-Month
2.28%
1.07%
3-Month
1.71%
3.59%
1-Year
-1.39%
11.18%
3-Year
5.06%
6.56%
5-Year
3.10%
8.97%
10-Year
7.63%
4.04%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
F00000LN8H.TO
Category
2018
-8.36%
--
2017
6.46%
--
2016
6.08%
--
2015
0.99%
6.42%
2014
7.54%
8.57%
2013
21.54%
18.76%
2012
9.27%
9.47%
2011
-5.00%
-4.77%

2010
8.33%
8.89%
2009
15.94%
18.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -2.30% 1.40% 0.78% -8.21%
2017 2.78% 0.11% 0.47% 2.98%
2016 -1.50% 1.00% 4.48% 2.06%
2015 5.26% -1.55% -4.91% 2.49%
2014 3.39% 2.07% 0.54% 1.36%
2013 6.72% 2.29% 3.92% 7.14%
2012 6.51% -2.43% 2.33% 2.75%
2011 2.70% -1.39% -9.40% 3.54%
2010 2.32% -5.96% 6.96% 5.26%
2009 -5.28% 10.41% 7.52% 3.10%

Rank in Category (By Total Return)

YTD 30
1-Month 40
3-Month 57
1-Year 72
3-Year 66
5-Year 76

Load Adjusted Returns

1-Year -1.39%
3-Year 5.06%
5-Year 3.10%
10-Year 7.63%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category Global Equity Balanced
Fund Family CI Investments Inc
Net Assets 52.41M
YTD Return 6.40%
Yield 0.00%
Morningstar Rating
Inception Date Oct 20, 2008

Fund Summary

To provide conservative returns from a diversified portfolio of income securities, with a small amount of exposure to equity securities to seek conservative capital growth. It aims to invest 30% of its assets in a pool that invest primarily in income securities and 70% of its assets in pools that invest primarily in equity securities. No new contributions will be accepted.

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