Toronto - Delayed Quote CAD

SunWise Essntl 2 SL MFS MB US Gr Bdl Inc (0P0000Y2VQ.TO)

33.26 +0.24 (+0.72%)
At close: April 22 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.03%
5y Average Return 8.06%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Apr 22, 2024) 26.86%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 26.86%
Worst 3Y Total Return 1.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000Y2VQ.TO
Category
YTD
12.71%
0.00%
1-Month
1.66%
0.00%
3-Month
12.71%
0.00%
1-Year
27.32%
0.00%
3-Year
6.41%
0.00%
5-Year
9.06%
0.00%
10-Year
9.99%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000Y2VQ.TO
Category
2024
--
--
2023
21.68%
--
2022
-23.72%
--
2021
12.23%
--
2020
21.22%
--
2019
20.58%
--
2018
6.23%
--
2017
14.03%
--

2016
-2.65%
--
2015
17.17%
--
2014
12.06%
--
2013
26.86%
--
2012
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.71% -- -- --
2023 7.72% 6.03% -2.04% 8.75%
2022 -11.84% -14.02% -0.57% 1.22%
2021 -2.56% 7.64% 1.76% 5.16%
2020 -2.03% 14.73% 5.99% 1.75%
2019 11.23% 3.15% 1.40% 3.65%
2018 5.55% 5.50% 3.49% -7.82%
2017 6.53% 2.50% -0.21% 4.65%
2016 -6.12% 1.50% 3.64% -1.43%
2015 9.52% -2.14% 0.90% 8.35%

2014 2.55% -0.60% 3.71% 5.99%
2013 7.25% 2.83% 5.16% 9.38%
2012 0.29% -- -- --

Rank in Category (By Total Return)

YTD 2
1-Month 86
3-Month 2
1-Year 2
3-Year 10
5-Year 3

Load Adjusted Returns

1-Year 27.32%
3-Year 6.41%
5-Year 9.06%
10-Year 9.99%

Performance & Risk

YTD Return 9.03%
5y Average Return 8.06%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category --
Fund Family CI Investments Inc
Net Assets 11.25M
YTD Return 12.71%
Yield 0.00%
Morningstar Rating
Inception Date Aug 27, 2012

Fund Summary

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