Toronto - Delayed Quote CAD

SunWise Essntl 2CI SigSel CdnBdle PIMEst (0P0000Y2TF.TO)

27.61 -0.06 (-0.20%)
At close: April 25 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.58%
5y Average Return 8.41%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2024) 20.80%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 20.80%
Worst 3Y Total Return 5.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000Y2TF.TO
Category
YTD
6.39%
0.00%
1-Month
2.97%
0.00%
3-Month
6.39%
0.00%
1-Year
15.40%
0.00%
3-Year
7.33%
0.00%
5-Year
9.43%
0.00%
10-Year
8.12%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000Y2TF.TO
Category
2024
--
--
2023
12.87%
--
2022
-8.22%
--
2021
20.80%
--
2020
8.24%
--
2019
19.01%
--
2018
-9.11%
--
2017
14.27%
--

2016
14.19%
--
2015
0.73%
--
2014
11.92%
--
2013
18.02%
--
2012
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.39% -- -- --
2023 4.05% 1.35% -1.08% 8.20%
2022 -0.56% -10.94% -1.71% 5.44%
2021 7.65% 6.30% 1.07% 4.45%
2020 -17.61% 11.31% 6.74% 10.58%
2019 9.30% 1.75% 1.12% 5.83%
2018 -1.90% 4.10% 0.59% -11.52%
2017 3.99% 1.04% 3.92% 4.65%
2016 -1.16% 3.52% 6.23% 5.06%
2015 5.11% -1.32% -5.06% 2.30%

2014 4.98% 3.42% 1.58% 1.48%
2013 5.30% -0.18% 4.67% 7.27%
2012 2.37% -- -- --

Rank in Category (By Total Return)

YTD 45
1-Month 8
3-Month 45
1-Year 13
3-Year 5
5-Year 2

Load Adjusted Returns

1-Year 15.40%
3-Year 7.33%
5-Year 9.43%
10-Year 8.12%

Performance & Risk

YTD Return 4.58%
5y Average Return 8.41%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category --
Fund Family CI Investments Inc
Net Assets 22.3M
YTD Return 6.39%
Yield 0.00%
Morningstar Rating
Inception Date Aug 27, 2012

Fund Summary

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