F0CAN05O46.TO - SunWise CI Global Balanced Corp Cl Bas

YHD - YHD Delayed Price. Currency in CAD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return-8.28%
5-Year Average Return6.05%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Apr 29, 2016)15.85%
Worst 1 Yr Total Return (Apr 29, 2016)-23.17%
Best 3-Yr Total Return15.85%
Worst 3-Yr Total Return-7.55%

Trailing Returns (%) Vs. Benchmarks

ReturnF0CAN05O46.TOCategory
YTD-8.28%3.59%
1-Month-1.22%1.07%
3-Month-6.43%3.59%
1-Year-4.64%11.18%
3-Year6.23%6.56%
5-Year6.05%8.97%
10-Year2.33%4.04%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
F0CAN05O46.TOCategory
2016
N/AN/A
2015
9.96%6.42%
2014
10.59%8.57%
2013
15.85%18.76%
2012
10.58%9.47%
2011
-3.92%-4.77%
2010
5.83%8.89%
2009
13.49%18.96%
2008
-23.17%-22.90%
2007
-9.39%-1.94%
2006
14.04%12.88%
2005
2.38%8.05%
2004
2.44%6.80%
2003
14.98%11.56%
2002
-19.08%-10.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-7.15%N/AN/AN/A
201510.43%-2.96%-0.87%3.52%
20145.34%-0.57%2.05%3.46%
20136.78%1.59%1.47%5.25%
20126.39%-1.76%1.58%4.15%
20110.85%-0.42%-6.75%2.60%
2010-0.78%-4.97%7.97%3.96%
20090.00%8.78%3.98%0.34%
2008-3.81%-2.74%-12.23%-6.43%
20071.42%-3.58%-4.08%-3.40%
20065.35%-5.66%2.64%11.78%
2005-2.28%-0.11%1.38%3.45%
20045.30%-0.50%-8.29%6.62%
2003-11.21%11.80%6.13%9.13%
2002-3.63%-9.99%-12.23%6.28%

Rank In Category (By Total Return)

YTD97
1-Month80
3-Month98
1-Year67
3-Year65
5-Year25

Load Adjusted Returns

1-Year-4.64%
3-Year6.23%
5-Year6.05%
10-Year2.33%