Toronto - Delayed Quote • CAD
SunWise Essntl 2 SL MB Cdn Bond Invmt (0P0000Y2VE.TO)
At close: April 25 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -3.70% |
| 5y Average Return | -1.91% |
| Number of Years Up | 7 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 25, 2024) | 7.80% |
| Worst 1Y Total Return (Apr 25, 2024) | -- |
| Best 3Y Total Return | 7.80% |
| Worst 3Y Total Return | -4.64% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000Y2VE.TO
Category
- YTD
- -1.35%
- 0.00%
- 1-Month
- 0.38%
- 0.00%
- 3-Month
- -1.35%
- 0.00%
- 1-Year
- 1.10%
- 0.00%
- 3-Year
- -3.34%
- 0.00%
- 5-Year
- -1.44%
- 0.00%
- 10-Year
- 0.17%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000Y2VE.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -1.35% | -- | -- | -- |
| 2023 | 2.75% | -0.82% | -4.21% | 7.87% |
| 2022 | -7.49% | -7.27% | -0.02% | -0.04% |
| 2021 | -5.28% | 1.35% | -0.85% | 0.90% |
| 2020 | -2.99% | 8.26% | 0.82% | 1.18% |
| 2019 | 4.19% | 2.12% | 0.57% | -1.21% |
| 2018 | -0.79% | -0.41% | -1.02% | 0.10% |
| 2017 | 0.74% | 0.73% | -2.22% | 1.65% |
| 2016 | 1.69% | 2.22% | 1.36% | -3.48% |
| 2015 | 3.29% | -2.55% | -0.56% | 0.00% |
| 2014 | 3.24% | 1.77% | 0.58% | 2.01% |
| 2013 | 0.49% | -3.15% | -0.20% | 0.41% |
| 2012 | 0.20% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 59 |
| 1-Month | 76 |
| 3-Month | 59 |
| 1-Year | 52 |
| 3-Year | 70 |
| 5-Year | 73 |
Load Adjusted Returns
| 1-Year | 1.10% |
| 3-Year | -3.34% |
| 5-Year | -1.44% |
| 10-Year | 0.17% |
Performance & Risk
| YTD Return | -3.70% |
| 5y Average Return | -1.91% |
| Rank in Category (ytd) | 59 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | CI Investments Inc |
| Net Assets | 553.02k |
| YTD Return | -1.35% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Aug 27, 2012 |
Fund Summary
Fund Summary Information Not Available
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