YHD - Delayed Quote • CAD
SunWise Essntl CI Glb Seg Bundle (F00000JVVZ.TO)
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 | 18.05% |
| Worst 1Y Total Return | -6.62% |
| Best 3Y Total Return | 18.05% |
| Worst 3Y Total Return | 2.45% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
F00000JVVZ.TO
Category
- YTD
- 7.30%
- 3.59%
- 1-Month
- 1.97%
- 1.07%
- 3-Month
- 1.67%
- 3.59%
- 1-Year
- -1.36%
- 11.18%
- 3-Year
- 8.00%
- 6.56%
- 5-Year
- 5.73%
- 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
F00000JVVZ.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2018 | 0.14% | 2.25% | 1.41% | -10.08% |
| 2017 | 3.93% | 0.67% | 1.55% | 4.61% |
| 2016 | -7.29% | 1.56% | 5.02% | 4.78% |
| 2015 | 9.69% | -2.40% | -4.26% | 5.84% |
| 2014 | 4.76% | 0.37% | 1.11% | 3.01% |
| 2013 | 6.72% | 1.21% | 2.64% | 6.48% |
| 2012 | 7.90% | -2.41% | 2.96% | 4.12% |
| 2011 | 0.88% | -1.35% | -9.80% | 4.57% |
| 2010 | 2.50% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 13 |
| 1-Month | 69 |
| 3-Month | 61 |
| 1-Year | 71 |
| 3-Year | 10 |
| 5-Year | 13 |
Load Adjusted Returns
| 1-Year | -1.36% |
| 3-Year | 8.00% |
| 5-Year | 5.73% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 13 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Fund Overview
| Category | Global Equity Balanced |
| Fund Family | CI Investments Inc |
| Net Assets | 4.45M |
| YTD Return | 7.30% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Sep 16, 2010 |
Fund Summary
This fund's objective is to obtain long-term capital growth. It invests primarily in equity and equity-related securities of established companies throughout the world that the portfolio advisor believes have good growth potential. The fund may make large investments in any country, including emerging markets or emerging industries of any market. Any change to the investment objective must be approved by a majority of votes cast at a meeting of unitholders held for that reason.
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