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SunWise Essntl Fdty Glb Asset Allc Seg (SWESSFIDITYR.TO)


Toronto - Toronto Delayed Price. Currency in CAD
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16.0100-0.01 (-0.06%)
At close: 4:00PM EDT

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return-7.26%
5-Year Average Return7.12%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Apr 29, 2016)18.76%
Worst 1 Yr Total Return (Apr 29, 2016)-2.83%
Best 3-Yr Total Return18.76%
Worst 3-Yr Total Return7.27%

Trailing Returns (%) Vs. Benchmarks

ReturnSWESSFIDITYR.TOCategory
YTD-7.26%3.59%
1-Month-2.23%1.07%
3-Month-4.87%3.59%
1-Year-1.19%11.18%
3-Year8.10%6.56%
5-Year7.12%8.97%
10-Year0.00%4.04%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
SWESSFIDITYR.TOCategory
2016
N/AN/A
2015
13.30%6.42%
2014
9.49%8.57%
2013
18.76%18.76%
2012
6.96%9.47%
2011
-2.83%-4.77%
2010
N/A8.89%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-5.15%N/AN/AN/A
20159.72%-2.18%-0.21%5.79%
20144.75%-0.70%1.42%3.80%
20136.41%2.47%1.96%6.82%
20124.05%-0.10%0.50%2.39%
2011-1.01%-0.51%-1.74%0.42%
2010-1.00%N/AN/AN/A

Rank In Category (By Total Return)

YTD91
1-Month92
3-Month95
1-Year17
3-Year28
5-Year15

Load Adjusted Returns

1-Year-1.19%
3-Year8.10%
5-Year7.12%
10-YearN/A