0P0000Y2TI.TO - SunWise Essential 2 Fidelity Canadian Asset Allocation Segregated Fund Estate Class

Toronto - Toronto Delayed Price. Currency in CAD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.01%
5-Year Average Return4.47%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Jun 5, 2023)14.64%
Worst 1 Yr Total Return (Jun 5, 2023)N/A
Best 3-Yr Total Return14.64%
Worst 3-Yr Total Return1.64%

Trailing Returns (%) Vs. Benchmarks

Return0P0000Y2TI.TOCategory
YTD4.01%0.00%
1-Month-1.13%0.00%
3-Month-0.26%0.00%
1-Year0.70%0.00%
3-Year5.70%0.00%
5-Year4.47%0.00%
10-Year4.65%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000Y2TI.TOCategory
2023
N/AN/A
2022
-8.64%N/A
2021
14.64%N/A
2020
6.89%N/A
2019
12.84%N/A
2018
-4.77%N/A
2017
3.96%N/A
2016
6.05%N/A
2015
-1.73%N/A
2014
8.81%N/A
2013
9.01%N/A
2012
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.91%N/AN/AN/A
2022-0.95%-11.01%0.20%3.44%
20213.41%5.55%-0.01%5.05%
2020-12.09%11.57%3.18%5.62%
20198.15%1.48%2.17%0.64%
2018-2.26%3.63%-1.69%-4.36%
20171.58%-1.17%0.49%3.05%
20160.59%3.26%2.83%-0.71%
20153.22%-1.92%-3.67%0.76%
20144.22%4.22%0.33%-0.16%
20132.25%-1.53%3.21%4.90%
20120.00%N/AN/AN/A

Rank In Category (By Total Return)

YTD33
1-Month38
3-Month57
1-Year60
3-Year52
5-Year27

Load Adjusted Returns

1-Year1.92%
3-Year7.75%
5-Year5.31%
10-Year4.80%