0P0000Y2VE.TO - SunWise Essential 2 Sun Life MFS McLean Budden Canadian Bond Segregated Fund Investment Class

Toronto - Toronto Delayed Price. Currency in CAD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.08%
5-Year Average Return-1.13%
Number of Years Up6
Number of Years Down4
Best 1 Yr Total Return (May 31, 2023)7.80%
Worst 1 Yr Total Return (May 31, 2023)N/A
Best 3-Yr Total Return7.80%
Worst 3-Yr Total Return-4.09%

Trailing Returns (%) Vs. Benchmarks

Return0P0000Y2VE.TOCategory
YTD2.08%0.00%
1-Month-0.62%0.00%
3-Month1.45%0.00%
1-Year-0.64%0.00%
3-Year-4.37%0.00%
5-Year-1.13%0.00%
10-Year0.08%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000Y2VE.TOCategory
2023
N/AN/A
2022
-14.26%N/A
2021
-3.96%N/A
2020
7.15%N/A
2019
5.71%N/A
2018
-2.11%N/A
2017
0.86%N/A
2016
1.69%N/A
2015
0.09%N/A
2014
7.80%N/A
2013
-2.47%N/A
2012
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.75%N/AN/AN/A
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%
20194.19%2.12%0.57%-1.21%
2018-0.79%-0.41%-1.02%0.10%
20170.74%0.73%-2.22%1.65%
20161.69%2.22%1.36%-3.48%
20153.29%-2.55%-0.56%0.00%
20143.24%1.77%0.58%2.01%
20130.49%-3.15%-0.20%0.41%
20120.20%N/AN/AN/A

Rank In Category (By Total Return)

YTD41
1-Month61
3-Month92
1-Year83
3-Year57
5-Year73

Load Adjusted Returns

1-Year0.17%
3-Year-3.67%
5-Year-0.72%
10-Year0.07%