YHD - Delayed Quote • CAD
SunWise CI Synergy Glbl Corp Class Full (SUNWISECISYN.TO)
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
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
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.
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