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SunWise 2001 PS Balanced 100/100 (F000003XX3.TO)

YHD - YHD Delayed Price. Currency in CAD
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18.94000.0000 (0.0000%)
At close: 4:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return-3.82%
5-Year Average Return4.29%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Apr 29, 2016)15.25%
Worst 1 Yr Total Return (Apr 29, 2016)-19.01%
Best 3-Yr Total Return15.25%
Worst 3-Yr Total Return-4.32%

Trailing Returns (%) Vs. Benchmarks

ReturnF000003XX3.TOCategory
YTD-3.82%3.59%
1-Month-0.63%1.07%
3-Month-0.80%3.59%
1-Year-4.82%11.18%
3-Year4.96%6.56%
5-Year4.29%8.97%
10-Year2.78%4.04%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
F000003XX3.TOCategory
2016
N/AN/A
2015
3.14%6.42%
2014
7.62%8.57%
2013
15.15%18.76%
2012
6.96%9.47%
2011
-3.79%-4.77%
2010
7.52%8.89%
2009
15.25%18.96%
2008
-19.01%-22.90%
2007
-3.12%-1.94%
2006
11.62%12.88%
2005
10.48%8.05%
2004
8.94%6.80%
2003
12.29%11.56%
2002
-7.45%-10.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-3.21%N/AN/AN/A
20156.11%-2.05%-3.24%2.56%
20143.50%1.37%0.41%2.16%
20135.45%0.54%2.94%5.51%
20125.37%-2.23%1.98%1.80%
20111.82%-0.86%-7.86%3.45%
20101.10%-4.73%6.67%4.65%
2009-3.25%9.33%6.40%2.41%
2008-3.00%1.06%-8.58%-9.62%
20071.35%-0.42%-2.32%-1.72%
20064.98%-3.24%2.80%6.89%
20051.66%2.06%4.46%1.93%
20043.43%0.00%-0.64%6.02%
2003-5.13%6.08%3.72%7.57%
20021.59%-5.38%-5.69%2.09%

Rank In Category (By Total Return)

YTD67
1-Month61
3-Month65
1-Year70
3-Year87
5-Year68

Load Adjusted Returns

1-Year-4.82%
3-Year4.96%
5-Year4.29%
10-Year2.78%