YHD - Delayed Quote CAD

SunWise Essntl 2 CI SelInc AdvMgd Inv (SWESS2GESTRE.TO)

11.13 -0.02 (-0.18%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 2
YTD Return --
5y Average Return --
Number of Years Up 3
Number of Years Down --
Best 1Y Total Return 4.93%
Worst 1Y Total Return 0.99%
Best 3Y Total Return 4.93%
Worst 3Y Total Return 3.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SWESS2GESTRE.TO
Category
YTD
-0.36%
2.02%
1-Month
-0.09%
0.53%
3-Month
0.27%
2.02%
1-Year
-1.77%
6.70%
3-Year
2.03%
4.62%
5-Year
0.00%
5.59%
10-Year
0.00%
4.18%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
SWESS2GESTRE.TO
Category
2018
--
--
2017
0.48%
--
2016
1.97%
--
2015
0.99%
3.83%
2014
4.93%
8.19%
2013
3.33%
6.88%
2012
--
7.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -0.77% -0.40% -1.25% --
2017 0.88% 0.17% -1.39% 0.84%
2016 -0.27% 2.24% 2.11% -2.06%
2015 3.44% -1.57% -1.24% 0.45%
2014 2.75% 0.55% 0.46% 1.10%
2013 1.76% -0.67% 0.68% 1.54%
2012 1.29% -- -- --

Rank in Category (By Total Return)

YTD 17
1-Month 20
3-Month 32
1-Year 42
3-Year 87
5-Year --

Load Adjusted Returns

1-Year -1.77%
3-Year 2.03%
5-Year --
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.54
Morningstar Risk Rating

Fund Overview

Category Global Fixed Income Balanced
Fund Family CI Investments Inc
Net Assets --
YTD Return -0.36%
Yield 0.00%
Morningstar Rating
Inception Date Aug 27, 2012

Fund Summary

To provide exposure to a diversified portfolio of primarily investment grade fixed income securities issued by governments and corporations in Canada and globally.

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