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SunWise CI Global Balanced Port Comb (F0CAN05NR1.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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21.30000.0000 (0.0000%)
At close: 4:00PM EDT

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return-3.86%
5-Year Average Return4.93%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Apr 29, 2016)18.46%
Worst 1 Yr Total Return (Apr 29, 2016)-21.83%
Best 3-Yr Total Return18.46%
Worst 3-Yr Total Return-5.30%

Trailing Returns (%) Vs. Benchmarks

ReturnF0CAN05NR1.TOCategory
YTD-3.86%3.59%
1-Month-0.52%1.07%
3-Month-0.11%3.59%
1-Year-5.01%11.18%
3-Year5.98%6.56%
5-Year4.93%8.97%
10-Year3.09%4.04%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
F0CAN05NR1.TOCategory
2016
N/AN/A
2015
3.68%6.42%
2014
7.71%8.57%
2013
18.46%18.76%
2012
7.74%9.47%
2011
-4.75%-4.77%
2010
8.60%8.89%
2009
17.38%18.96%
2008
-21.83%-22.90%
2007
-2.87%-1.94%
2006
11.86%12.88%
2005
8.23%8.05%
2004
8.02%6.80%
2003
N/A11.56%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-3.35%N/AN/AN/A
20156.47%-1.63%-3.97%3.09%
20143.91%1.53%-0.05%2.15%
20136.04%0.95%3.95%6.45%
20125.93%-2.73%2.39%2.12%
20111.86%-1.08%-9.02%3.91%
20101.42%-5.53%7.10%5.83%
2009-3.42%10.36%7.17%2.77%
2008-3.84%1.36%-9.65%-11.22%
20071.53%0.07%-2.43%-2.02%
20065.22%-3.83%2.73%7.60%
20050.97%1.92%3.22%1.90%
20043.84%0.25%-2.18%6.08%
20035.65%3.99%7.30%N/A

Rank In Category (By Total Return)

YTD68
1-Month57
3-Month51
1-Year74
3-Year71
5-Year51

Load Adjusted Returns

1-Year-5.01%
3-Year5.98%
5-Year4.93%
10-Year3.09%