YHD - Delayed Quote CAD

SunWise 2001 PS Summit Bal Growth 75/75 (F000003XV3.TO)

23.89 +0.17 (+0.72%)
As of June 28 at 6:07 PM EDT. Market Open.

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 18.77%
Worst 1Y Total Return -21.48%
Best 3Y Total Return 18.77%
Worst 3Y Total Return -4.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F000003XV3.TO
Category
YTD
5.22%
3.59%
1-Month
1.77%
1.07%
3-Month
1.83%
3.59%
1-Year
-1.03%
11.18%
3-Year
5.42%
6.56%
5-Year
3.69%
8.97%
10-Year
7.83%
4.04%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
F000003XV3.TO
Category
2018
-6.56%
--
2017
7.43%
--
2016
4.68%
--
2015
4.09%
6.42%
2014
8.09%
8.57%
2013
18.77%
18.76%
2012
8.21%
9.47%
2011
-4.32%
-4.77%

2010
8.91%
8.89%
2009
17.70%
18.96%
2008
-21.48%
-22.90%
2007
-2.57%
-1.94%
2006
13.39%
12.88%
2005
13.37%
8.05%
2004
10.18%
6.80%
2003
15.42%
11.56%
2002
-6.78%
-10.11%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -1.28% 0.93% 0.54% -6.73%
2017 3.25% 0.88% 0.47% 2.66%
2016 -3.31% 1.47% 5.11% 1.51%
2015 6.50% -1.53% -3.90% 3.27%
2014 4.04% 1.53% 0.15% 2.16%
2013 6.13% 1.01% 3.95% 6.58%
2012 6.09% -2.64% 2.52% 2.20%
2011 2.03% -1.03% -8.94% 4.06%
2010 1.57% -5.54% 7.28% 5.82%
2009 -3.52% 10.61% 7.31% 2.78%

2008 -3.82% 1.44% -9.59% -10.98%
2007 1.54% 0.13% -2.27% -1.94%
2006 6.26% -3.56% 2.77% 7.67%
2005 2.31% 2.02% 5.93% 2.54%
2004 3.55% 0.18% -0.70% 6.97%
2003 -6.30% 7.61% 4.79% 9.24%
2002 2.20% -2.64% -8.73% 2.65%

Rank in Category (By Total Return)

YTD 76
1-Month 79
3-Month 49
1-Year 63
3-Year 58
5-Year 56

Load Adjusted Returns

1-Year -1.03%
3-Year 5.42%
5-Year 3.69%
10-Year 7.83%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Fund Overview

Category Global Equity Balanced
Fund Family CI Investments Inc
Net Assets 1.19M
YTD Return 5.22%
Yield 0.00%
Morningstar Rating
Inception Date Dec 03, 2001

Fund Summary

To achieve long-term capital growth by investing primarily in equity mutual funds. The Fund may also invest in income mutual funds to reduce overall portfolio volatility.

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