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SunWise Essential 2 Portfolio Series Conservative Balanced Segregated Fund PIM Income Class (0P0000Y2U9.TO)

Toronto - Toronto Delayed Price. Currency in CAD
20.87+0.20 (+0.95%)
At close: 04:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.99%
5-Year Average Return5.11%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Mar 2, 2023)17.20%
Worst 1 Yr Total Return (Mar 2, 2023)N/A
Best 3-Yr Total Return17.20%
Worst 3-Yr Total Return3.02%

Trailing Returns (%) Vs. Benchmarks

Return0P0000Y2U9.TOCategory
YTD3.99%0.00%
1-Month-0.66%0.00%
3-Month1.14%0.00%
1-Year-0.27%0.00%
3-Year4.72%0.00%
5-Year5.11%0.00%
10-Year6.76%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000Y2U9.TOCategory
2022
-7.97%N/A
2021
9.92%N/A
2020
8.09%N/A
2019
13.84%N/A
2018
-1.27%N/A
2017
7.38%N/A
2016
6.22%N/A
2015
6.31%N/A
2014
11.05%N/A
2013
17.20%N/A
2012
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-3.86%-7.82%-0.25%4.09%
20211.68%4.24%0.33%3.37%
2020-10.62%10.59%3.98%5.17%
20195.97%2.48%1.63%3.15%
2018-0.15%1.37%0.90%-3.32%
20172.83%1.28%0.34%2.76%
2016-1.89%2.56%4.58%0.93%
20156.53%-1.32%-1.84%3.02%
20144.45%2.13%1.39%2.67%
20135.70%1.28%3.25%6.03%
20122.27%N/AN/AN/A

Rank In Category (By Total Return)

YTD37
1-Month28
3-Month10
1-Year8
3-Year19
5-Year9

Load Adjusted Returns

1-Year-1.68%
3-Year4.70%
5-Year4.89%
10-Year6.65%
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