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SunWise Elite Port Ser Balanced 100/100 (F0CAN064IO.TO)

YHD - YHD Delayed Price. Currency in CAD
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15.4600-0.0800 (-0.5148%)
At close: 4:00PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return-3.84%
5-Year Average Return4.07%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Apr 29, 2016)14.94%
Worst 1 Yr Total Return (Apr 29, 2016)-19.16%
Best 3-Yr Total Return14.94%
Worst 3-Yr Total Return-4.41%

Trailing Returns (%) Vs. Benchmarks

ReturnF0CAN064IO.TOCategory
YTD-3.84%3.59%
1-Month-0.63%1.07%
3-Month-0.83%3.59%
1-Year-5.00%11.18%
3-Year4.74%6.56%
5-Year4.07%8.97%
10-Year2.58%4.04%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
F0CAN064IO.TOCategory
2016
N/AN/A
2015
2.91%6.42%
2014
7.38%8.57%
2013
14.90%18.76%
2012
6.67%9.47%
2011
-3.95%-4.77%
2010
7.34%8.89%
2009
14.94%18.96%
2008
-19.16%-22.90%
2007
-3.22%-1.94%
2006
11.63%12.88%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-3.24%N/AN/AN/A
20156.11%-2.09%-3.34%2.49%
20143.50%1.22%0.36%2.13%
20135.39%0.49%2.91%5.42%
20125.21%-2.26%1.95%1.74%
20111.75%-0.86%-8.00%3.50%
20101.13%-4.75%6.55%4.59%
2009-3.25%9.28%6.35%2.21%
2008-3.06%0.99%-8.58%-9.68%
20071.35%-0.42%-2.35%-1.80%
20065.01%-3.24%2.79%6.88%

Rank In Category (By Total Return)

YTD67
1-Month61
3-Month66
1-Year74
3-Year89
5-Year73

Load Adjusted Returns

1-Year-5.00%
3-Year4.74%
5-Year4.07%
10-Year2.58%