0P0000Y2V2.TO - SunWise Essential 2 Sun Life Managed Balanced Portfolio Segregated Fund Investment Class

Toronto - Toronto Delayed Price. Currency in CAD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.11%
5-Year Average Return1.31%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (May 24, 2023)13.35%
Worst 1 Yr Total Return (May 24, 2023)N/A
Best 3-Yr Total Return13.35%
Worst 3-Yr Total Return-0.70%

Trailing Returns (%) Vs. Benchmarks

Return0P0000Y2V2.TOCategory
YTD2.11%0.00%
1-Month-1.85%0.00%
3-Month0.12%0.00%
1-Year0.59%0.00%
3-Year1.90%0.00%
5-Year1.31%0.00%
10-Year3.58%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000Y2V2.TOCategory
2023
N/AN/A
2022
-13.55%N/A
2021
7.08%N/A
2020
5.78%N/A
2019
11.88%N/A
2018
-4.02%N/A
2017
6.54%N/A
2016
2.75%N/A
2015
5.74%N/A
2014
8.53%N/A
2013
13.35%N/A
2012
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.33%N/AN/AN/A
2022-6.20%-10.43%-1.90%4.89%
20210.69%3.52%-0.33%3.07%
2020-11.42%9.10%3.53%5.72%
20197.03%1.48%0.70%2.29%
2018-0.83%2.13%0.03%-5.27%
20172.89%0.49%-0.08%3.12%
2016-1.93%1.74%3.73%-0.72%
20157.00%-2.35%-2.26%3.54%
20143.67%1.32%1.06%2.25%
20134.64%0.09%2.31%5.78%
20121.97%N/AN/AN/A

Rank In Category (By Total Return)

YTD60
1-Month57
3-Month59
1-Year60
3-Year81
5-Year80

Load Adjusted Returns

1-Year1.31%
3-Year3.14%
5-Year2.09%
10-Year4.01%