YHD - Delayed Quote CAD

SunWise Essntl 2 Fid True North Bdl Inv (F00000PJCJ.TO)

14.49 +0.08 (+0.56%)
At close: June 28 at 6:07 PM EDT

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 15.05%
Worst 1Y Total Return -5.20%
Best 3Y Total Return 15.05%
Worst 3Y Total Return 1.49%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F00000PJCJ.TO
Category
YTD
6.59%
2.32%
1-Month
2.39%
0.96%
3-Month
3.13%
2.32%
1-Year
3.44%
12.66%
3-Year
4.19%
5.28%
5-Year
3.22%
7.19%
10-Year
0.00%
4.27%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
F00000PJCJ.TO
Category
2018
-5.20%
--
2017
2.90%
--
2016
7.17%
--
2015
-2.13%
-2.38%
2014
10.72%
7.98%
2013
15.05%
12.54%
2012
--
7.35%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -2.84% 4.54% -1.33% -5.40%
2017 0.36% 0.00% 0.04% 2.48%
2016 1.48% 1.84% 3.09% 0.58%
2015 3.12% -1.92% -3.17% -0.08%
2014 3.46% 3.26% 0.47% 3.14%
2013 4.08% 1.21% 3.78% 5.24%
2012 1.58% -- -- --

Rank in Category (By Total Return)

YTD 53
1-Month 28
3-Month 38
1-Year 23
3-Year 82
5-Year 46

Load Adjusted Returns

1-Year 3.44%
3-Year 4.19%
5-Year 3.22%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Canadian Equity Balanced
Fund Family CI Investments Inc
Net Assets 1.2M
YTD Return 6.59%
Yield 0.00%
Morningstar Rating
Inception Date Aug 27, 2012

Fund Summary

To achieve long-term capital growth and income by obtaining exposure primarily to equity in Canadian companies and some fixed-income securities of issuers located anywhere in the world.

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