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SunWise Essential 2 Portfolio Series Conservative Balanced Segregated Fund Income Class (0P0000Y2U6.TO)

Toronto - Toronto Delayed Price. Currency in CAD
16.19+0.06 (+0.39%)
At close: 04:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.58%
5-Year Average Return2.42%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Mar 28, 2023)14.51%
Worst 1 Yr Total Return (Mar 28, 2023)N/A
Best 3-Yr Total Return14.51%
Worst 3-Yr Total Return0.59%

Trailing Returns (%) Vs. Benchmarks

Return0P0000Y2U6.TOCategory
YTD2.58%0.00%
1-Month-0.04%0.00%
3-Month2.24%0.00%
1-Year-4.11%0.00%
3-Year6.01%0.00%
5-Year2.42%0.00%
10-Year4.09%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000Y2U6.TOCategory
2022
-10.14%N/A
2021
7.31%N/A
2020
5.56%N/A
2019
11.15%N/A
2018
-3.62%N/A
2017
4.83%N/A
2016
3.77%N/A
2015
3.84%N/A
2014
8.50%N/A
2013
14.51%N/A
2012
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-4.42%-8.36%-0.85%3.47%
20211.07%3.62%-0.28%2.75%
2020-11.15%9.93%3.38%4.54%
20195.36%1.87%1.00%2.53%
2018-0.74%0.76%0.30%-3.91%
20172.18%0.71%-0.28%2.15%
2016-2.42%1.93%4.02%0.29%
20155.88%-1.85%-2.41%2.40%
20143.83%1.56%0.81%2.08%
20135.16%0.65%2.67%5.38%
20121.68%N/AN/AN/A

Rank In Category (By Total Return)

YTD55
1-Month39
3-Month33
1-Year39
3-Year61
5-Year58

Load Adjusted Returns

1-Year-3.97%
3-Year2.24%
5-Year2.42%
10-Year4.15%
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