YHD - Delayed Quote CAD

SunWise Elite CI Camb Cdn Eq Corp 75/75 (F000001W2W.TO)

19.73 +0.25 (+1.28%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 4
YTD Return --
5y Average Return --
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return 25.71%
Worst 1Y Total Return -8.09%
Best 3Y Total Return 25.71%
Worst 3Y Total Return 2.73%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F000001W2W.TO
Category
YTD
8.36%
2.36%
1-Month
3.27%
1.02%
3-Month
1.17%
2.36%
1-Year
2.23%
14.79%
3-Year
6.84%
5.89%
5-Year
4.67%
9.07%
10-Year
10.96%
4.06%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
F000001W2W.TO
Category
2018
-8.09%
--
2017
2.78%
--
2016
14.77%
--
2015
-0.49%
-1.26%
2014
12.97%
9.46%
2013
25.71%
21.83%
2012
15.55%
8.48%
2011
-2.24%
-10.36%

2010
11.40%
11.62%
2009
22.96%
26.21%
2008
--
-31.04%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -2.41% 2.06% 3.13% -10.51%
2017 0.90% -0.53% 0.93% 1.46%
2016 -0.43% 3.99% 6.90% 3.70%
2015 3.95% -1.93% -3.58% 1.24%
2014 5.97% 3.89% -0.56% 3.20%
2013 10.01% 4.94% 2.39% 6.35%
2012 6.28% -0.19% 4.04% 4.70%
2011 6.82% -3.10% -11.30% 6.48%
2010 4.13% -9.38% 7.36% 9.97%
2009 -3.60% 13.30% 9.29% 3.02%

2008 4.60% -15.68% -15.08% --

Rank in Category (By Total Return)

YTD 65
1-Month 34
3-Month 70
1-Year 31
3-Year 57
5-Year 27

Load Adjusted Returns

1-Year 2.23%
3-Year 6.84%
5-Year 4.67%
10-Year 10.96%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.71
Morningstar Risk Rating

Fund Overview

Category Canadian Focused Equity
Fund Family CI Investments Inc
Net Assets 31.81M
YTD Return 8.36%
Yield 0.00%
Morningstar Rating
Inception Date Mar 24, 2008

Fund Summary

To obtain long-term capital growth by obtaining exposure primarily to equity and equity-related securities of Canadian issuers.

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