YHD - Delayed Quote • CAD
SunWise 2001 CI Synergy Cdn 75/75 (F000003XT5.TO)
At close: June 28 at 6:07 PM EDT
Performance Overview
| Morningstar Return Rating | 3 |
| YTD Return | -- |
| 5y Average Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
| Best 1Y Total Return | 22.60% |
| Worst 1Y Total Return | -33.96% |
| Best 3Y Total Return | 22.60% |
| Worst 3Y Total Return | -14.25% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
F000003XT5.TO
Category
- YTD
- 9.06%
- 2.36%
- 1-Month
- 3.10%
- 1.02%
- 3-Month
- 3.21%
- 2.36%
- 1-Year
- -0.90%
- 14.79%
- 3-Year
- 6.55%
- 5.89%
- 5-Year
- 2.73%
- 9.07%
- 10-Year
- 0.00%
- 4.06%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
F000003XT5.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2018 | -1.77% | 4.06% | 0.52% | -12.08% |
| 2017 | 2.37% | 0.38% | 1.98% | 3.46% |
| 2016 | -4.83% | 0.79% | 5.40% | 3.04% |
| 2015 | 5.64% | -1.67% | -5.77% | 2.26% |
| 2014 | 4.43% | 3.67% | -0.95% | 0.05% |
| 2013 | 6.23% | -0.37% | 5.82% | 9.47% |
| 2012 | 5.67% | -6.16% | 4.31% | 2.17% |
| 2011 | 3.88% | -3.61% | -13.45% | 4.69% |
Rank in Category (By Total Return)
| YTD | 51 |
| 1-Month | 42 |
| 3-Month | 27 |
| 1-Year | 61 |
| 3-Year | 65 |
| 5-Year | 62 |
Load Adjusted Returns
| 1-Year | -0.90% |
| 3-Year | 6.55% |
| 5-Year | 2.73% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.79 |
| Morningstar Risk Rating |
Fund Overview
| Category | Canadian Focused Equity |
| Fund Family | CI Investments Inc |
| Net Assets | 1.02M |
| YTD Return | 9.06% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jun 23, 2004 |
Fund Summary
The Fund seeks long-term capital growth by investing primarily in equity and equity-related securities of Canadian companies representing the momentum style. The Fund may also invest in foreign securities. The fundamental investment objective of the Fund cannot be changed without obtaining security holder approval.
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