Toronto - Delayed Quote CAD

SunWise II Manulife US Opps 75/75 (0P000072CA.TO)

26.18 -0.11 (-0.41%)
At close: April 25 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 12.08%
5y Average Return 11.12%
Number of Years Up 15
Number of Years Down 7
Best 1Y Total Return (Apr 25, 2024) 36.49%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 36.49%
Worst 3Y Total Return 2.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000072CA.TO
Category
YTD
14.28%
0.00%
1-Month
4.28%
0.00%
3-Month
14.28%
0.00%
1-Year
30.05%
0.00%
3-Year
12.03%
0.00%
5-Year
12.50%
0.00%
10-Year
10.35%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000072CA.TO
Category
2024
--
--
2023
19.56%
--
2022
-13.31%
--
2021
23.73%
--
2020
13.77%
--
2019
21.16%
--
2018
-4.33%
--
2017
10.04%
--

2016
2.87%
--
2015
10.21%
--
2014
16.53%
--
2013
36.49%
--
2012
13.36%
--
2011
-8.22%
--
2010
6.19%
--
2009
16.24%
--
2008
-22.24%
--
2007
-42.63%
--
2006
8.97%
--
2005
6.80%
--
2004
-1.42%
--
2003
11.24%
--
2002
-6.37%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.28% -- -- --
2023 5.07% 5.36% -0.41% 8.45%
2022 -6.84% -13.23% 0.66% 6.55%
2021 4.25% 7.01% 2.51% 8.19%
2020 -13.02% 16.13% 6.33% 5.93%
2019 12.13% 0.78% 1.40% 5.73%
2018 -0.54% 3.32% 5.81% -12.02%
2017 4.62% -1.68% 0.07% 6.90%
2016 -8.03% 1.16% 5.02% 5.29%
2015 8.58% -2.00% -3.14% 6.92%

2014 4.95% 0.00% 4.61% 6.14%
2013 10.78% 5.06% 3.95% 12.83%
2012 14.98% -5.81% 4.51% 0.14%
2011 3.44% -3.61% -15.44% 8.87%
2010 1.27% -11.29% 8.83% 8.60%
2009 -12.73% 14.16% 11.48% 4.65%
2008 -2.87% -4.43% 0.93% -17.00%
2007 -4.77% -5.45% -19.10% -21.24%
2006 3.77% -5.53% 1.28% 9.76%
2005 -0.38% 0.19% 1.92% 4.99%
2004 0.94% -3.55% -0.97% 2.25%
2003 -3.15% 6.29% 3.88% 4.03%
2002 -1.70% -4.71% -0.52% 0.48%

Rank in Category (By Total Return)

YTD 20
1-Month 10
3-Month 20
1-Year 23
3-Year 16
5-Year 25

Load Adjusted Returns

1-Year 30.05%
3-Year 12.03%
5-Year 12.50%
10-Year 10.35%

Performance & Risk

YTD Return 12.08%
5y Average Return 11.12%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category --
Fund Family CI Investments Inc
Net Assets 1.24M
YTD Return 14.28%
Yield 0.00%
Morningstar Rating
Inception Date Dec 03, 2001

Fund Summary

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