YHD - Delayed Quote CAD

SunWise 2001 Canadian Eq Index 75/100 (F000003XXM.TO)

19.77 -0.19 (-0.95%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 2
YTD Return --
5y Average Return --
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return 31.22%
Worst 1Y Total Return -34.99%
Best 3Y Total Return 31.22%
Worst 3Y Total Return -7.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F000003XXM.TO
Category
YTD
11.48%
1.91%
1-Month
2.87%
1.34%
3-Month
5.19%
1.91%
1-Year
3.36%
15.20%
3-Year
7.09%
5.48%
5-Year
1.81%
8.26%
10-Year
6.57%
4.01%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
F000003XXM.TO
Category
2018
-11.79%
--
2017
5.44%
--
2016
17.05%
--
2015
-11.09%
-6.06%
2014
5.69%
9.40%
2013
9.54%
17.16%
2012
3.55%
7.68%
2011
-11.58%
-10.45%

2010
13.85%
15.00%
2009
31.22%
33.24%
2008
-34.99%
-34.63%
2007
6.95%
7.35%
2006
14.15%
15.08%
2005
20.45%
20.44%
2004
10.06%
12.61%
2003
26.95%
23.37%
2002
-14.38%
-11.97%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -5.25% 5.85% -1.38% -10.82%
2017 1.58% -2.49% 2.81% 3.54%
2016 3.71% 4.17% 4.57% 3.61%
2015 1.81% -2.37% -8.62% -2.12%
2014 5.22% 5.63% -1.36% -3.60%
2013 2.54% -4.77% 5.40% 6.42%
2012 3.49% -6.42% 6.05% 0.83%
2011 4.71% -5.84% -12.75% 2.77%
2010 2.25% -6.22% 9.40% 8.53%
2009 -2.61% 19.02% 9.90% 3.00%

2008 -3.45% 8.37% -18.64% -23.64%
2007 1.93% 5.58% 1.29% -1.89%
2006 7.32% -4.18% 1.28% 9.61%
2005 3.66% 2.73% 10.77% 2.11%
2004 1.92% 0.27% 1.25% 6.37%
2003 -3.25% 9.36% 5.82% 13.38%
2002 2.82% -7.61% -13.62% 4.34%

Rank in Category (By Total Return)

YTD 16
1-Month 68
3-Month 16
1-Year 54
3-Year 46
5-Year 86

Load Adjusted Returns

1-Year 3.36%
3-Year 7.09%
5-Year 1.81%
10-Year 6.57%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Canadian Equity
Fund Family CI Investments Inc
Net Assets 604.79k
YTD Return 11.48%
Yield 0.00%
Morningstar Rating
Inception Date Dec 03, 2001

Fund Summary

To closely match the total return of the S&P/TSX Composite over one year and five year periods.

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