F00000JVYI.TO - SunWise Essntl FT Quotntl Bal Gr Seg

YHD - YHD Delayed Price. Currency in CAD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return-4.02%
5-Year Average Return3.59%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Apr 29, 2016)13.88%
Worst 1 Yr Total Return (Apr 29, 2016)-5.28%
Best 3-Yr Total Return13.88%
Worst 3-Yr Total Return4.43%

Trailing Returns (%) Vs. Benchmarks

ReturnF00000JVYI.TOCategory
YTD-4.02%3.59%
1-Month-0.48%1.07%
3-Month-1.04%3.59%
1-Year-5.76%11.18%
3-Year5.29%6.56%
5-Year3.59%8.97%
10-Year0.00%4.04%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
F00000JVYI.TOCategory
2016
N/AN/A
2015
4.44%6.42%
2014
6.44%8.57%
2013
13.88%18.76%
2012
5.57%9.47%
2011
-5.28%-4.77%
2010
N/A8.89%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-3.55%N/AN/AN/A
20158.15%-1.79%-4.78%3.27%
20142.92%1.17%1.07%1.14%
20133.81%-0.38%3.40%6.49%
20124.13%-4.46%2.90%3.12%
20111.08%-0.97%-6.84%1.57%
20102.30%N/AN/AN/A

Rank In Category (By Total Return)

YTD72
1-Month54
3-Month70
1-Year86
3-Year82
5-Year81

Load Adjusted Returns

1-Year-5.76%
3-Year5.29%
5-Year3.59%
10-YearN/A