YHD - Delayed Quote CAD

SunWise Essntl 2 CIBlkCrk GlblBal PIMInv (F00000PJ8Y.TO)

21.01 -0.20 (-0.94%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 5
YTD Return --
5y Average Return --
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return 26.50%
Worst 1Y Total Return -4.71%
Best 3Y Total Return 26.50%
Worst 3Y Total Return 3.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F00000PJ8Y.TO
Category
YTD
5.73%
3.59%
1-Month
2.45%
1.07%
3-Month
2.99%
3.59%
1-Year
2.37%
11.18%
3-Year
7.48%
6.56%
5-Year
6.38%
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
F00000PJ8Y.TO
Category
2018
-4.71%
--
2017
9.76%
--
2016
6.48%
--
2015
15.56%
6.42%
2014
4.96%
8.57%
2013
26.50%
18.76%
2012
--
9.47%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -5.22% 3.75% 1.25% -4.29%
2017 6.88% 1.05% -0.57% 2.21%
2016 -1.93% -1.51% 8.41% 1.68%
2015 10.31% 2.92% -2.60% 4.51%
2014 5.65% -0.13% -2.61% 2.15%
2013 4.36% 2.01% 9.91% 8.12%
2012 11.36% -- -- --

Rank in Category (By Total Return)

YTD 63
1-Month 31
3-Month 13
1-Year 13
3-Year 15
5-Year 9

Load Adjusted Returns

1-Year 2.37%
3-Year 7.48%
5-Year 6.38%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Global Equity Balanced
Fund Family CI Investments Inc
Net Assets 12.16M
YTD Return 5.73%
Yield 0.00%
Morningstar Rating
Inception Date Aug 27, 2012

Fund Summary

To seek the growth of long-term total return by investing primarily in equity and fixed income securities of issuers located anywhere in the world.

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