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SunWise Essntl 2 Port Cnsrv Bal Estate (0P0000Y2U5.TO)

Toronto - Toronto Delayed Price. Currency in CAD
17.02-0.06 (-0.34%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.42%
5-Year Average Return3.39%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Apr 9, 2024)13.94%
Worst 1 Yr Total Return (Apr 9, 2024)N/A
Best 3-Yr Total Return13.94%
Worst 3-Yr Total Return0.26%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000Y2U5.TOCategory
YTD4.79%0.00%
1-Month1.80%0.00%
3-Month4.79%0.00%
1-Year8.88%0.00%
3-Year2.22%0.00%
5-Year3.61%0.00%
10-Year3.48%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000Y2U5.TOCategory
2024
N/AN/A
2023
7.47%N/A
2022
-10.45%N/A
2021
6.95%N/A
2020
5.22%N/A
2019
10.79%N/A
2018
-3.93%N/A
2017
4.43%N/A
2016
3.44%N/A
2015
3.56%N/A
2014
8.13%N/A
2013
13.94%N/A
2012
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.79%N/AN/AN/A
20233.43%0.18%-1.97%5.80%
2022-4.50%-8.44%-0.93%3.38%
20210.99%3.53%-0.36%2.66%
2020-11.22%9.84%3.29%4.45%
20195.28%1.79%0.92%2.44%
2018-0.82%0.67%0.22%-3.99%
20172.07%0.58%-0.33%2.07%
2016-2.60%1.88%3.93%0.30%
20155.85%-2.02%-2.44%2.35%
20143.76%1.48%0.65%2.02%
20135.07%0.46%2.59%5.22%
20121.68%N/AN/AN/A

Rank In Category (By Total Return)

YTD46
1-Month61
3-Month46
1-Year58
3-Year68
5-Year67

Load Adjusted Returns

1-Year8.88%
3-Year2.22%
5-Year3.61%
10-Year3.48%