F0CAN064KL.TO - SunWise Elite CI Value Trust Corp Basic

Toronto - Toronto Delayed Price. Currency in CAD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return-7.45%
5-Year Average Return9.27%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Apr 29, 2016)44.38%
Worst 1 Yr Total Return (Apr 29, 2016)-46.74%
Best 3-Yr Total Return44.38%
Worst 3-Yr Total Return-24.03%

Trailing Returns (%) Vs. Benchmarks

ReturnF0CAN064KL.TOCategory
YTD-7.45%4.28%
1-Month-2.35%0.04%
3-Month0.97%4.28%
1-Year-2.92%15.99%
3-Year12.84%12.30%
5-Year9.27%15.30%
10-Year-1.50%6.45%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
F0CAN064KL.TOCategory
2016
N/AN/A
2015
6.64%13.60%
2014
15.16%18.27%
2013
44.38%39.20%
2012
8.33%10.52%
2011
-12.52%-1.02%
2010
0.00%9.45%
2009
19.15%11.23%
2008
-46.74%-28.26%
2007
-21.51%-8.54%
2006
4.88%11.55%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-5.23%N/AN/AN/A
20155.34%-3.04%0.23%4.17%
20143.83%0.26%2.62%7.80%
201314.20%4.66%6.60%13.31%
201211.97%-4.01%1.39%-0.59%
2011-0.19%-2.06%-16.44%7.09%
20101.50%-12.15%7.76%4.09%
2009-9.35%18.92%9.71%0.75%
2008-17.56%-11.80%-7.34%-20.95%
2007-2.98%-2.11%-8.63%-9.55%
20060.68%-9.99%1.40%14.13%

Rank In Category (By Total Return)

YTD28
1-Month42
3-Month9
1-Year71
3-Year72
5-Year85

Load Adjusted Returns

1-Year-2.92%
3-Year12.84%
5-Year9.27%
10-Year-1.50%