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SunWise Fidelity US Focused Stock 75/100 (F0CAN05NLT.TO)


Toronto - Toronto Delayed Price. Currency in CAD
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12.0200-0.0100 (-0.0831%)
At close: 4:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return-9.37%
5-Year Average Return10.86%
Number of Years Up9
Number of Years Down5
Best 1 Yr Total Return (Apr 29, 2016)40.83%
Worst 1 Yr Total Return (Apr 29, 2016)-34.83%
Best 3-Yr Total Return40.83%
Worst 3-Yr Total Return-15.32%

Trailing Returns (%) Vs. Benchmarks

ReturnF0CAN05NLT.TOCategory
YTD-9.37%4.28%
1-Month-2.17%0.04%
3-Month-4.78%4.28%
1-Year1.57%15.99%
3-Year14.20%12.30%
5-Year10.86%15.30%
10-Year1.69%6.45%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
F0CAN05NLT.TOCategory
2016
N/AN/A
2015
16.77%13.60%
2014
10.76%18.27%
2013
40.83%39.20%
2012
8.48%10.52%
2011
-5.56%-1.02%
2010
7.37%9.45%
2009
8.78%11.23%
2008
-34.83%-28.26%
2007
-12.42%-8.54%
2006
6.37%11.55%
2005
4.48%2.08%
2004
-0.72%2.11%
2003
6.53%6.24%
2002
-22.50%-23.27%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-7.36%N/AN/AN/A
201512.68%-2.00%-2.50%8.45%
20145.10%-0.97%1.74%4.60%
201310.53%4.62%8.83%11.91%
201210.55%-3.76%2.60%-0.63%
20111.31%-2.58%-11.09%7.64%
20101.58%-9.33%6.67%9.29%
2009-5.53%6.06%4.76%3.64%
2008-12.31%-4.96%-10.60%-12.52%
20073.16%-5.70%-6.83%-3.37%
20064.87%-5.75%-0.59%8.25%
2005-1.57%4.06%0.59%1.41%
20042.16%2.59%-7.91%2.86%
2003-8.83%5.48%3.06%7.49%
20020.14%-15.37%-14.03%6.38%

Rank In Category (By Total Return)

YTD57
1-Month35
3-Month56
1-Year17
3-Year58
5-Year59

Load Adjusted Returns

1-Year1.57%
3-Year14.20%
5-Year10.86%
10-Year1.69%