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

YHD - YHD Delayed Price. Currency in CAD
22.24-0.22 (-0.98%)
At close: 06:07PM EDT

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up12
Number of Years Down5
Best 1 Yr Total Return (Invalid Date)19.95%
Worst 1 Yr Total Return (Invalid Date)-19.52%
Best 3-Yr Total Return19.95%
Worst 3-Yr Total Return-7.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnF000003XTZ.TOCategory
YTD4.69%2.83%
1-Month1.55%0.75%
3-Month1.28%2.83%
1-Year0.01%9.58%
3-Year5.28%5.80%
5-Year5.17%7.24%
10-Year7.45%4.23%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
F000003XTZ.TOCategory
2018
-2.83%N/A
2017
7.59%N/A
2016
1.06%N/A
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
20180.89%2.23%0.45%-6.21%
20172.70%0.00%0.31%4.44%
2016-7.12%1.25%3.71%3.63%
201510.38%-2.92%-0.88%3.45%
20145.34%-0.52%1.99%3.50%
20136.75%1.60%1.44%5.23%
20126.21%-2.00%1.96%4.15%
20110.60%-1.71%-7.20%3.92%
20101.92%-5.88%6.08%4.87%
2009-6.28%4.43%5.72%2.54%
2008-1.98%-4.25%-4.65%-10.07%
20072.31%-2.14%-5.00%-3.68%
20067.50%-4.05%3.78%12.05%
2005-0.60%2.04%-2.52%1.29%
20046.30%1.79%-3.52%5.63%
2003-10.20%12.16%11.96%9.23%
20026.15%0.79%-16.43%3.19%

Rank In Category (By Total Return)

YTD56
1-Month60
3-Month93
1-Year56
3-Year36
5-Year13

Load Adjusted Returns

1-Year0.01%
3-Year5.28%
5-Year5.17%
10-Year7.45%