F000003XTW.TO - SunWise 2001 CI Prem Amer Val Cop100/100

YHD - YHD Delayed Price. Currency in CAD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return-11.66%
5-Year Average Return9.93%
Number of Years Up8
Number of Years Down6
Best 1 Yr Total Return (Apr 29, 2016)37.84%
Worst 1 Yr Total Return (Apr 29, 2016)-22.43%
Best 3-Yr Total Return37.84%
Worst 3-Yr Total Return-8.97%

Trailing Returns (%) Vs. Benchmarks

ReturnF000003XTW.TOCategory
YTD-11.66%4.28%
1-Month-5.03%0.04%
3-Month-6.39%4.28%
1-Year-5.27%15.99%
3-Year12.38%12.30%
5-Year9.93%15.30%
10-Year3.76%6.45%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
F000003XTW.TOCategory
2016
N/AN/A
2015
10.52%13.60%
2014
19.10%18.27%
2013
37.84%39.20%
2012
5.46%10.52%
2011
-0.75%-1.02%
2010
8.14%9.45%
2009
4.78%11.23%
2008
-17.70%-28.26%
2007
-12.53%-8.54%
2006
6.41%11.55%
2005
-5.20%2.08%
2004
-6.16%2.11%
2003
6.83%6.24%
2002
-22.43%-23.27%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-6.98%N/AN/AN/A
20157.98%-2.84%-2.84%8.43%
20143.34%-0.30%5.47%9.61%
201311.22%7.24%2.65%12.57%
20129.10%-3.06%-0.57%0.29%
20113.31%-0.73%-9.84%7.33%
20102.61%-7.14%7.35%5.73%
2009-6.48%7.30%4.93%-0.49%
2008-2.81%-4.48%-1.21%-10.26%
20070.49%-2.44%-5.76%-5.32%
20064.58%-8.25%1.36%9.41%
2005-1.61%0.50%-4.51%0.39%
2004-1.63%2.96%-9.41%2.28%
2003-6.96%6.14%1.13%6.97%
20021.67%-16.44%-12.89%4.82%

Rank In Category (By Total Return)

YTD88
1-Month97
3-Month82
1-Year89
3-Year83
5-Year76

Load Adjusted Returns

1-Year-5.27%
3-Year12.38%
5-Year9.93%
10-Year3.76%