0P0000Y2VI.TO - SunWise Essential 2 Sun Life MFS McLean Budden Global Growth Segregated Fund Investment Class

Toronto - Toronto Delayed Price. Currency in CAD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.91%
5-Year Average Return7.21%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Jun 7, 2023)26.50%
Worst 1 Yr Total Return (Jun 7, 2023)N/A
Best 3-Yr Total Return26.50%
Worst 3-Yr Total Return3.52%

Trailing Returns (%) Vs. Benchmarks

Return0P0000Y2VI.TOCategory
YTD7.91%0.00%
1-Month1.37%0.00%
3-Month1.83%0.00%
1-Year8.89%0.00%
3-Year5.68%0.00%
5-Year7.21%0.00%
10-Year10.06%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000Y2VI.TOCategory
2023
N/AN/A
2022
-15.53%N/A
2021
13.95%N/A
2020
15.25%N/A
2019
25.90%N/A
2018
0.91%N/A
2017
19.95%N/A
2016
-1.29%N/A
2015
14.06%N/A
2014
10.58%N/A
2013
26.50%N/A
2012
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20237.81%N/AN/AN/A
2022-9.39%-11.20%-2.92%8.15%
20211.46%4.99%-0.10%7.09%
2020-11.87%13.92%7.44%6.84%
201911.93%2.93%2.98%6.11%
20183.10%3.45%2.38%-7.59%
20178.56%3.78%0.12%6.34%
2016-4.28%0.86%5.17%-2.77%
201510.71%-2.12%-2.16%7.58%
20143.40%0.36%-0.29%6.87%
20137.40%2.35%5.28%9.30%
20124.40%N/AN/AN/A

Rank In Category (By Total Return)

YTD18
1-Month88
3-Month29
1-Year37
3-Year52
5-Year6

Load Adjusted Returns

1-Year7.27%
3-Year8.06%
5-Year8.37%
10-Year10.35%