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SunWise Elite Fidelity NorthStar Basic (F0CAN064KY.TO)


Toronto - Toronto Delayed Price. Currency in CAD
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19.2900-0.04 (-0.21%)
At close: 4:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return-8.83%
5-Year Average Return11.35%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Apr 29, 2016)44.00%
Worst 1 Yr Total Return (Apr 29, 2016)-33.33%
Best 3-Yr Total Return44.00%
Worst 3-Yr Total Return-10.36%

Trailing Returns (%) Vs. Benchmarks

ReturnF0CAN064KY.TOCategory
YTD-8.83%4.31%
1-Month-3.70%1.27%
3-Month-8.30%4.31%
1-Year2.34%14.17%
3-Year14.02%6.87%
5-Year11.35%12.02%
10-Year4.64%4.69%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
F0CAN064KY.TOCategory
2016
N/AN/A
2015
23.07%12.32%
2014
11.86%8.74%
2013
44.00%33.04%
2012
6.62%5.56%
2011
-10.21%-15.29%
2010
10.15%17.81%
2009
23.12%30.09%
2008
-33.33%-35.79%
2007
-2.19%-3.99%
2006
10.45%19.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-5.33%N/AN/AN/A
201512.92%1.48%3.25%4.02%
20145.46%2.79%2.45%0.71%
201314.08%9.44%5.06%9.79%
20127.62%-4.00%0.85%2.33%
20110.59%-1.48%-10.80%1.57%
20102.29%-6.30%7.63%6.77%
2009-5.38%15.20%10.97%1.78%
2008-8.51%2.55%-16.14%-15.26%
20071.49%1.73%-3.23%-2.11%
20067.84%-7.45%-0.10%10.78%

Rank In Category (By Total Return)

YTD66
1-Month76
3-Month89
1-Year47
3-Year42
5-Year39

Load Adjusted Returns

1-Year2.34%
3-Year14.02%
5-Year11.35%
10-Year4.64%