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SunWise 2001 CI Cdn Investment 75/75 (F000003XUD.TO)


YHD - YHD Delayed Price. Currency in CAD
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25.8700-0.1600 (-0.6147%)
At close: 4:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return-0.44%
5-Year Average Return1.99%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Apr 29, 2016)26.74%
Worst 1 Yr Total Return (Apr 29, 2016)-27.85%
Best 3-Yr Total Return26.74%
Worst 3-Yr Total Return-6.15%

Trailing Returns (%) Vs. Benchmarks

ReturnF000003XUD.TOCategory
YTD-0.44%2.36%
1-Month0.40%1.02%
3-Month3.22%2.36%
1-Year-7.77%14.79%
3-Year5.57%5.89%
5-Year1.99%9.07%
10-Year2.48%4.06%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
F000003XUD.TOCategory
2016
N/AN/A
2015
-4.55%-1.26%
2014
5.36%9.46%
2013
24.71%21.83%
2012
6.17%8.48%
2011
-13.14%-10.36%
2010
12.25%11.62%
2009
26.74%26.21%
2008
-27.85%-31.04%
2007
0.89%1.38%
2006
13.55%14.90%
2005
21.25%16.31%
2004
14.52%12.26%
2003
18.94%19.21%
2002
-0.80%-10.97%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-0.83%N/AN/AN/A
20152.46%-1.99%-6.94%2.14%
20143.51%5.56%-1.69%-1.92%
20136.30%1.86%6.12%8.54%
20126.69%-6.32%4.37%1.78%
20114.85%-3.86%-16.39%3.06%
20102.55%-7.74%8.27%9.58%
2009-3.88%18.40%8.84%2.32%
2008-3.48%5.16%-14.05%-17.30%
2007-0.16%3.83%-0.30%-2.38%
20066.48%-3.12%0.23%9.83%
20054.68%3.30%9.93%2.00%
20042.89%1.52%1.74%7.76%
2003-6.28%8.27%6.00%10.58%
20026.48%-2.41%-7.62%3.33%

Rank In Category (By Total Return)

YTD49
1-Month47
3-Month46
1-Year55
3-Year70
5-Year66

Load Adjusted Returns

1-Year-7.77%
3-Year5.57%
5-Year1.99%
10-Year2.48%