YHD - Delayed Quote CAD

SunWise CI Synergy Glbl Corp Class Full (SUNWISECISYN.TO)

13.71 -0.20 (-1.44%)
As of June 28 at 6:07 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return 35.65%
Worst 1Y Total Return -29.85%
Best 3Y Total Return 35.65%
Worst 3Y Total Return -11.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SUNWISECISYN.TO
Category
YTD
-11.27%
5.08%
1-Month
-2.01%
1.34%
3-Month
-5.37%
5.08%
1-Year
-5.09%
14.16%
3-Year
10.57%
8.81%
5-Year
7.90%
12.06%
10-Year
1.97%
4.45%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
SUNWISECISYN.TO
Category
2018
--
--
2017
10.64%
--
2016
-3.29%
--
2015
15.24%
11.85%
2014
9.35%
9.94%
2013
35.65%
28.57%
2012
11.47%
11.96%
2011
-9.86%
-6.72%

2010
6.53%
6.83%
2009
5.83%
16.36%
2008
-29.85%
-29.63%
2007
-5.65%
-5.14%
2006
16.27%
17.29%
2005
10.74%
7.29%
2004
3.10%
5.68%
2003
5.26%
11.28%
2002
-20.62%
-20.06%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 0.29% 1.56% 2.54% --
2017 3.91% 0.70% 0.46% 5.26%
2016 -9.45% -1.78% 5.59% 2.98%
2015 11.53% -1.30% -2.20% 7.04%
2014 3.44% 0.68% 1.69% 3.25%
2013 11.00% 2.69% 5.67% 12.61%
2012 10.93% -6.13% 2.82% 4.11%
2011 2.76% -1.29% -14.22% 3.59%
2010 -0.26% -8.60% 8.71% 7.49%
2009 -6.78% 5.09% 5.39% 2.49%

2008 -6.18% -0.41% -15.67% -10.98%
2007 2.06% -1.93% -3.05% -2.77%
2006 9.38% -5.53% 0.81% 11.61%
2005 0.23% 2.19% 4.17% 3.79%
2004 1.43% -0.94% -5.09% 8.11%
2003 -12.03% 5.56% 2.16% 10.96%
2002 4.22% -12.28% -14.35% 1.37%

Rank in Category (By Total Return)

YTD 86
1-Month 65
3-Month 78
1-Year 61
3-Year 36
5-Year 35

Load Adjusted Returns

1-Year -5.09%
3-Year 10.57%
5-Year 7.90%
10-Year 1.97%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Global Equity
Fund Family CI Investments Inc
Net Assets --
YTD Return -11.27%
Yield 0.00%
Morningstar Rating
Inception Date Dec 03, 2001

Fund Summary

The investment objective is to achieve superior long-term capital growth through the tactical allocation of assets among various markets and industry sectors throughout the world. The Fund uses a proprietary quantitative model to select investments in any market or industry. The Fund invests primarily in exchange-traded funds (or ETFs) and/or other equity securities and instruments that provide exposure to those markets and industry sectors.

Related Tickers