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SunWise Essential 2 Sun Life Managed Moderate Portfolio Segregated Fund Income Class (0P0000Y2VC.TO)

Toronto - Toronto Delayed Price. Currency in CAD
15.10+0.04 (+0.25%)
At close: 04:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.64%
5-Year Average Return1.26%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Mar 29, 2023)12.20%
Worst 1 Yr Total Return (Mar 29, 2023)N/A
Best 3-Yr Total Return12.20%
Worst 3-Yr Total Return-1.24%

Trailing Returns (%) Vs. Benchmarks

Return0P0000Y2VC.TOCategory
YTD2.64%0.00%
1-Month0.80%0.00%
3-Month2.64%0.00%
1-Year-5.40%0.00%
3-Year3.32%0.00%
5-Year1.26%0.00%
10-Year3.42%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000Y2VC.TOCategory
2022
-13.13%N/A
2021
5.47%N/A
2020
5.14%N/A
2019
10.63%N/A
2018
-3.43%N/A
2017
6.00%N/A
2016
2.59%N/A
2015
5.20%N/A
2014
7.85%N/A
2013
12.20%N/A
2012
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-6.08%-9.67%-1.72%4.19%
20210.04%3.18%-0.37%2.54%
2020-10.20%8.28%3.05%4.93%
20196.21%1.58%0.71%1.82%
2018-0.78%1.68%-0.08%-4.21%
20172.74%0.58%-0.16%2.75%
2016-1.29%1.69%3.26%-1.03%
20156.32%-2.26%-1.77%3.06%
20143.28%1.17%0.99%2.21%
20134.45%0.00%2.04%5.27%
20121.97%N/AN/AN/A

Rank In Category (By Total Return)

YTD90
1-Month80
3-Month82
1-Year90
3-Year93
5-Year90

Load Adjusted Returns

1-Year-6.37%
3-Year0.05%
5-Year1.03%
10-Year3.35%
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