YHD - Delayed Quote • CAD
SunWise Essntl 2 Cl Sig Cdn Balanced Est (F00000PJB5.TO)
As of June 28 at 6:07 PM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | 3 |
| YTD Return | -- |
| 5y Average Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
| Best 1Y Total Return | 11.82% |
| Worst 1Y Total Return | -8.88% |
| Best 3Y Total Return | 11.82% |
| Worst 3Y Total Return | 1.31% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
F00000PJB5.TO
Category
- YTD
- 6.55%
- 2.23%
- 1-Month
- 1.58%
- 0.81%
- 3-Month
- 2.35%
- 2.23%
- 1-Year
- -1.60%
- 9.15%
- 3-Year
- 4.75%
- 4.97%
- 5-Year
- 3.24%
- 6.36%
- 10-Year
- 0.00%
- 4.46%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
F00000PJB5.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2018 | -1.94% | 2.72% | -0.79% | -8.82% |
| 2017 | 2.90% | -0.45% | 1.86% | 4.19% |
| 2016 | -3.12% | 1.82% | 3.57% | 2.75% |
| 2015 | 4.36% | -2.35% | -3.65% | 0.73% |
| 2014 | 4.10% | 2.94% | 1.14% | 1.69% |
| 2013 | 4.00% | -1.13% | 3.32% | 5.24% |
| 2012 | 1.29% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 12 |
| 1-Month | 57 |
| 3-Month | 65 |
| 1-Year | 89 |
| 3-Year | 29 |
| 5-Year | 36 |
Load Adjusted Returns
| 1-Year | -1.60% |
| 3-Year | 4.75% |
| 5-Year | 3.24% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 12 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Fund Overview
| Category | Canadian Neutral Balanced |
| Fund Family | CI Investments Inc |
| Net Assets | 8.36M |
| YTD Return | 6.55% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Aug 27, 2012 |
Fund Summary
To achieve an attractive total return, consisting of income and capital gains. It invests primarily in a mix of Canadian equity and equity-related securities and fixed income securities.
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