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SunWise Essntl 2 Port Bal Invmt (F00000PJCT.TO)


YHD - YHD Delayed Price. Currency in CAD
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14.55000.00 (0.00%)
As of 4:00PM EDT. Market open.

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return-3.57%
5-Year Average ReturnN/A
Number of Years Up3
Number of Years DownN/A
Best 1 Yr Total Return (Apr 29, 2016)15.79%
Worst 1 Yr Total Return (Apr 29, 2016)3.79%
Best 3-Yr Total Return15.79%
Worst 3-Yr Total Return9.18%

Trailing Returns (%) Vs. Benchmarks

ReturnF00000PJCT.TOCategory
YTD-3.57%3.59%
1-Month-0.54%1.07%
3-Month-0.61%3.59%
1-Year-4.15%11.18%
3-Year5.62%6.56%
5-Year0.00%8.97%
10-Year0.00%4.04%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
F00000PJCT.TOCategory
2016
N/AN/A
2015
3.79%6.42%
2014
8.28%8.57%
2013
15.79%18.76%
2012
N/A9.47%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-3.05%N/AN/AN/A
20156.34%-1.89%-3.11%2.68%
20143.68%1.53%0.56%2.29%
20135.62%0.73%3.01%5.66%
20122.08%N/AN/AN/A

Rank In Category (By Total Return)

YTD62
1-Month58
3-Month62
1-Year60
3-Year77
5-YearN/A

Load Adjusted Returns

1-Year-4.15%
3-Year5.62%
5-YearN/A
10-YearN/A