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SunWise Essntl 2 Port Cnsrv Bal PIM Inv (0P0000Y2UA.TO)

Toronto - Toronto Delayed Price. Currency in CAD
23.31+0.00 (+0.01%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.21%
5-Year Average Return6.24%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Apr 10, 2024)17.20%
Worst 1 Yr Total Return (Apr 10, 2024)N/A
Best 3-Yr Total Return17.20%
Worst 3-Yr Total Return3.02%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000Y2UA.TOCategory
YTD5.50%0.00%
1-Month2.03%0.00%
3-Month5.50%0.00%
1-Year11.87%0.00%
3-Year5.02%0.00%
5-Year6.46%0.00%
10-Year6.31%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000Y2UA.TOCategory
2024
N/AN/A
2023
10.37%N/A
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
20245.50%N/AN/AN/A
20234.08%0.84%-1.29%6.53%
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)

YTD24
1-Month40
3-Month24
1-Year18
3-Year13
5-Year11

Load Adjusted Returns

1-Year11.87%
3-Year5.02%
5-Year6.46%
10-Year6.31%