Toronto - Delayed Quote • CAD
SunWise E Cl Select Glbl Eq Bdl C75/75 (0P0001NUM5.TO)
At close: April 23 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.24% |
| 5y Average Return | 3.55% |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 23, 2024) | 29.66% |
| Worst 1Y Total Return (Apr 23, 2024) | -- |
| Best 3Y Total Return | 29.66% |
| Worst 3Y Total Return | -1.60% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001NUM5.TO
Category
- YTD
- 6.26%
- 0.00%
- 1-Month
- 2.36%
- 0.00%
- 3-Month
- 6.26%
- 0.00%
- 1-Year
- 12.02%
- 0.00%
- 3-Year
- 0.70%
- 0.00%
- 5-Year
- 4.00%
- 0.00%
- 10-Year
- 4.38%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001NUM5.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.26% | -- | -- | -- |
| 2023 | 4.25% | 1.81% | -3.60% | 7.41% |
| 2022 | -5.78% | -10.84% | -1.46% | 3.44% |
| 2021 | 1.72% | 2.94% | -0.68% | -0.11% |
| 2020 | -10.69% | 14.89% | 3.91% | 8.69% |
| 2019 | 3.26% | -3.05% | -0.72% | 5.02% |
| 2018 | -0.29% | 0.38% | -2.35% | -2.90% |
| 2017 | 2.06% | -0.53% | -2.41% | 4.20% |
| 2016 | -5.12% | -0.39% | 2.73% | 0.16% |
| 2015 | 11.38% | 1.32% | 3.17% | 4.12% |
| 2014 | 4.67% | 2.50% | 2.24% | 0.97% |
| 2013 | 10.38% | 5.82% | 3.69% | 7.05% |
| 2012 | 5.52% | -2.48% | 0.85% | 1.68% |
| 2011 | 1.78% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 56 |
| 1-Month | 43 |
| 3-Month | 56 |
| 1-Year | 66 |
| 3-Year | 99 |
| 5-Year | 93 |
Load Adjusted Returns
| 1-Year | 12.02% |
| 3-Year | 0.70% |
| 5-Year | 4.00% |
| 10-Year | 4.38% |
Performance & Risk
| YTD Return | 4.24% |
| 5y Average Return | 3.55% |
| Rank in Category (ytd) | 56 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | CI Investments Inc |
| Net Assets | 14.72M |
| YTD Return | 6.26% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Sep 21, 2011 |
Fund Summary
Fund Summary Information Not Available
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