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SunWise 2001 Fidelity US Foc Stk 100/100 (F000003XWN.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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11.5300-0.0700 (-0.6034%)
At close: 4:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return-9.36%
5-Year Average Return10.64%
Number of Years Up9
Number of Years Down5
Best 1 Yr Total Return (Apr 29, 2016)40.37%
Worst 1 Yr Total Return (Apr 29, 2016)-35.04%
Best 3-Yr Total Return40.37%
Worst 3-Yr Total Return-15.63%

Trailing Returns (%) Vs. Benchmarks

ReturnF000003XWN.TOCategory
YTD-9.36%4.28%
1-Month-2.18%0.04%
3-Month-4.73%4.28%
1-Year1.44%15.99%
3-Year14.05%12.30%
5-Year10.64%15.30%
10-Year1.43%6.45%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
F000003XWN.TOCategory
2016
N/AN/A
2015
16.58%13.60%
2014
10.65%18.27%
2013
40.37%39.20%
2012
8.47%10.52%
2011
-5.93%-1.02%
2010
7.08%9.45%
2009
8.46%11.23%
2008
-35.04%-28.26%
2007
-12.72%-8.54%
2006
5.91%11.55%
2005
3.93%2.08%
2004
-1.09%2.11%
2003
6.47%6.24%
2002
-23.28%-23.27%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-7.34%N/AN/AN/A
201512.51%-1.90%-2.62%8.46%
20145.09%-0.90%1.59%4.59%
201310.47%4.51%8.78%11.77%
201210.63%-3.75%2.54%-0.66%
20111.19%-2.51%-11.17%7.35%
20101.45%-9.30%6.51%9.26%
2009-5.71%5.85%4.93%3.57%
2008-12.40%-4.96%-10.75%-12.56%
20073.12%-5.74%-7.00%-3.46%
20064.85%-5.86%-0.60%7.95%
2005-1.72%4.00%0.48%1.20%
20042.07%2.50%-8.01%2.78%
2003-8.80%5.53%3.09%7.30%
20020.11%-15.42%-14.07%5.44%

Rank In Category (By Total Return)

YTD56
1-Month35
3-Month55
1-Year19
3-Year59
5-Year64

Load Adjusted Returns

1-Year1.44%
3-Year14.05%
5-Year10.64%
10-Year1.43%