F0CAN05NUH.TO - SunWise CI Global Conservative Port Bas

YHD - YHD Delayed Price. Currency in CAD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return-3.04%
5-Year Average Return4.88%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Apr 29, 2016)15.28%
Worst 1 Yr Total Return (Apr 29, 2016)-16.28%
Best 3-Yr Total Return15.28%
Worst 3-Yr Total Return-3.47%

Trailing Returns (%) Vs. Benchmarks

ReturnF0CAN05NUH.TOCategory
YTD-3.04%2.83%
1-Month-0.51%0.75%
3-Month-0.72%2.83%
1-Year-3.57%9.58%
3-Year5.30%5.80%
5-Year4.88%7.24%
10-Year3.50%4.23%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
F0CAN05NUH.TOCategory
2016
N/AN/A
2015
3.51%5.37%
2014
8.22%8.71%
2013
14.02%12.80%
2012
6.88%8.09%
2011
-1.67%-1.69%
2010
8.11%8.65%
2009
15.28%17.29%
2008
-16.28%-17.16%
2007
-2.59%-0.95%
2006
10.29%9.98%
2005
8.29%6.69%
2004
8.27%6.50%
2003
N/A9.09%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-2.54%N/AN/AN/A
20155.84%-2.00%-2.49%2.35%
20143.80%1.51%0.64%2.06%
20135.04%0.49%2.66%5.24%
20124.77%-1.43%1.85%1.62%
20111.81%-0.33%-6.07%3.16%
20101.45%-3.64%6.30%4.04%
2009-2.59%8.91%6.22%2.30%
2008-2.10%0.93%-7.50%-8.41%
20071.36%-0.54%-2.09%-1.31%
20064.28%-3.17%2.97%6.06%
20051.06%2.17%3.23%1.60%
20043.43%-0.09%-0.77%5.58%
20034.99%3.39%6.57%N/A

Rank In Category (By Total Return)

YTD75
1-Month64
3-Month66
1-Year58
3-Year43
5-Year29

Load Adjusted Returns

1-Year-3.57%
3-Year5.30%
5-Year4.88%
10-Year3.50%