YHD - Delayed Quote CAD

SunWise 2001 CI SS Gl Inc&Gr Cop 75/75 (F000003XTZ.TO)

22.24 -0.22 (-0.98%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 4
YTD Return --
5y Average Return --
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return 19.95%
Worst 1Y Total Return -19.52%
Best 3Y Total Return 19.95%
Worst 3Y Total Return -7.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F000003XTZ.TO
Category
YTD
4.69%
2.83%
1-Month
1.55%
0.75%
3-Month
1.28%
2.83%
1-Year
0.01%
9.58%
3-Year
5.28%
5.80%
5-Year
5.17%
7.24%
10-Year
7.45%
4.23%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
F000003XTZ.TO
Category
2018
-2.83%
--
2017
7.59%
--
2016
1.06%
--
2015
9.88%
5.37%
2014
10.62%
8.71%
2013
15.78%
12.80%
2012
10.53%
8.09%
2011
-4.64%
-1.69%

2010
6.71%
8.65%
2009
6.11%
17.29%
2008
-19.52%
-17.16%
2007
-8.38%
-0.95%
2006
19.95%
9.98%
2005
0.15%
6.69%
2004
10.27%
6.50%
2003
23.16%
9.09%
2002
-7.74%
-4.84%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 0.89% 2.23% 0.45% -6.21%
2017 2.70% 0.00% 0.31% 4.44%
2016 -7.12% 1.25% 3.71% 3.63%
2015 10.38% -2.92% -0.88% 3.45%
2014 5.34% -0.52% 1.99% 3.50%
2013 6.75% 1.60% 1.44% 5.23%
2012 6.21% -2.00% 1.96% 4.15%
2011 0.60% -1.71% -7.20% 3.92%
2010 1.92% -5.88% 6.08% 4.87%
2009 -6.28% 4.43% 5.72% 2.54%

2008 -1.98% -4.25% -4.65% -10.07%
2007 2.31% -2.14% -5.00% -3.68%
2006 7.50% -4.05% 3.78% 12.05%
2005 -0.60% 2.04% -2.52% 1.29%
2004 6.30% 1.79% -3.52% 5.63%
2003 -10.20% 12.16% 11.96% 9.23%
2002 6.15% 0.79% -16.43% 3.19%

Rank in Category (By Total Return)

YTD 56
1-Month 60
3-Month 93
1-Year 56
3-Year 36
5-Year 13

Load Adjusted Returns

1-Year 0.01%
3-Year 5.28%
5-Year 5.17%
10-Year 7.45%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category Global Neutral Balanced
Fund Family CI Investments Inc
Net Assets 10.37M
YTD Return 4.69%
Yield 0.00%
Morningstar Rating
Inception Date Dec 03, 2001

Fund Summary

Trimark Global Balanced Fund seeks to provide a high total investment return through a combination of income and strong capital growth. The Fund holds a balanced portfolio of equities, convertible and fixed-income securities issued by governments (federal, provincial or municipal) or corporations anywhere in the world.

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