YHD - Delayed Quote CAD

SunWise Essntl CI Camb Glb Eq Inc Bundle (F00000JVVP.TO)

18.71 +0.26 (+1.41%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 4
YTD Return --
5y Average Return --
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return 26.99%
Worst 1Y Total Return -8.45%
Best 3Y Total Return 26.99%
Worst 3Y Total Return 3.42%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F00000JVVP.TO
Category
YTD
6.40%
3.59%
1-Month
2.60%
1.07%
3-Month
1.49%
3.59%
1-Year
0.61%
11.18%
3-Year
8.26%
6.56%
5-Year
4.86%
8.97%
10-Year
0.00%
4.04%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
F00000JVVP.TO
Category
2018
-5.98%
--
2017
5.92%
--
2016
11.08%
--
2015
3.02%
6.42%
2014
8.37%
8.57%
2013
26.99%
18.76%
2012
13.54%
9.47%
2011
-8.45%
-4.77%

2010
--
8.89%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -0.94% 0.78% 2.72% -8.32%
2017 3.35% 0.00% 0.48% 2.00%
2016 -4.82% 2.33% 8.97% 4.67%
2015 7.79% -0.44% -6.57% 2.75%
2014 2.40% 1.63% 0.84% 3.26%
2013 9.43% 2.11% 5.38% 7.85%
2012 10.81% -2.65% 2.43% 2.75%
2011 0.86% 0.00% -14.76% 6.48%
2010 4.10% -- -- --

Rank in Category (By Total Return)

YTD 31
1-Month 16
3-Month 75
1-Year 33
3-Year 8
5-Year 28

Load Adjusted Returns

1-Year 0.61%
3-Year 8.26%
5-Year 4.86%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Global Equity Balanced
Fund Family CI Investments Inc
Net Assets 39.81M
YTD Return 6.40%
Yield 0.00%
Morningstar Rating
Inception Date Sep 16, 2010

Fund Summary

This fund's objective is to achieve long-term capital growth by investing, directly or indirectly, primarily in equity securities of companies located anywhere in the world. Indirect investments may include convertible securities, derivatives, equity-related securities and securities of other mutual funds. Any change to the investment objective must be approved by a majority of the votes cast by shareholders at a meeting called to consider the change.

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