Toronto - Delayed Quote CAD

SunWise Essntl 2 SL BlkRk Cdn Eq Bdl Inc (0P0000Y2UZ.TO)

17.43 -0.04 (-0.22%)
At close: April 25 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.99%
5y Average Return 4.40%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Apr 25, 2024) 15.44%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 15.44%
Worst 3Y Total Return 2.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000Y2UZ.TO
Category
YTD
4.28%
0.00%
1-Month
2.34%
0.00%
3-Month
4.28%
0.00%
1-Year
9.27%
0.00%
3-Year
3.33%
0.00%
5-Year
5.27%
0.00%
10-Year
4.42%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000Y2UZ.TO
Category
2024
--
--
2023
10.04%
--
2022
-12.39%
--
2021
12.37%
--
2020
8.31%
--
2019
15.44%
--
2018
-6.45%
--
2017
6.78%
--

2016
8.60%
--
2015
-3.24%
--
2014
7.61%
--
2013
9.19%
--
2012
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.28% -- -- --
2023 5.01% 1.09% -3.63% 7.56%
2022 -2.70% -11.49% -1.92% 3.73%
2021 2.39% 5.41% -0.59% 4.72%
2020 -12.18% 12.91% 3.44% 5.60%
2019 9.27% 1.79% 1.36% 2.40%
2018 -2.37% 3.36% 0.01% -7.31%
2017 2.85% -0.38% 1.03% 3.16%
2016 1.12% 2.72% 3.73% 0.80%
2015 3.58% -2.25% -5.18% 0.78%

2014 3.49% 3.46% 0.00% 0.50%
2013 3.13% -2.65% 3.31% 5.28%
2012 0.69% -- -- --

Rank in Category (By Total Return)

YTD 58
1-Month 32
3-Month 58
1-Year 62
3-Year 86
5-Year 59

Load Adjusted Returns

1-Year 9.27%
3-Year 3.33%
5-Year 5.27%
10-Year 4.42%

Performance & Risk

YTD Return 1.99%
5y Average Return 4.40%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category --
Fund Family CI Investments Inc
Net Assets 313.97k
YTD Return 4.28%
Yield 0.00%
Morningstar Rating
Inception Date Aug 27, 2012

Fund Summary

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