YHD - Delayed Quote CAD

SunWise Elite CI PSS i20/e80 Comb Gtee (F00000LN88.TO)

19.14 -0.24 (-1.24%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return 24.31%
Worst 1Y Total Return -10.13%
Best 3Y Total Return 24.31%
Worst 3Y Total Return 0.81%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F00000LN88.TO
Category
YTD
7.77%
3.59%
1-Month
2.70%
1.07%
3-Month
1.53%
3.59%
1-Year
-1.42%
11.18%
3-Year
5.15%
6.56%
5-Year
2.89%
8.97%
10-Year
7.79%
4.04%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
F00000LN88.TO
Category
2018
-10.13%
--
2017
6.00%
--
2016
7.52%
--
2015
-0.63%
6.42%
2014
7.95%
8.57%
2013
24.31%
18.76%
2012
9.27%
9.47%
2011
-6.32%
-4.77%

2010
8.48%
8.89%
2009
16.12%
18.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -3.07% 2.22% 1.07% -10.26%
2017 2.37% -0.37% 0.67% 3.25%
2016 -0.93% 0.99% 4.40% 2.94%
2015 4.77% -1.81% -5.48% 2.19%
2014 3.60% 2.76% 0.23% 1.16%
2013 7.48% 2.73% 4.26% 7.98%
2012 7.00% -3.07% 2.60% 2.69%
2011 2.92% -1.92% -10.64% 3.85%
2010 2.31% -6.95% 7.29% 6.21%
2009 -6.17% 11.13% 7.82% 3.27%

Rank in Category (By Total Return)

YTD 6
1-Month 11
3-Month 72
1-Year 73
3-Year 64
5-Year 81

Load Adjusted Returns

1-Year -1.42%
3-Year 5.15%
5-Year 2.89%
10-Year 7.79%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Global Equity Balanced
Fund Family CI Investments Inc
Net Assets 2.79M
YTD Return 7.77%
Yield 0.00%
Morningstar Rating
Inception Date Oct 20, 2008

Fund Summary

To provide conservative returns from a diversified portfolio of income securities, with a small amount of exposure to equity securities to seek conservative capital growth. It aims to invest 20% of its assets in a pool that invest primarily in income securities and 80% of its assets in pools that invest primarily in equity securities. No new contributions will be accepted.

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