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SunWise 2001 Fidelity NorthStar 100/100 (SUNWISEFIDTO.TO)


Toronto - Toronto Delayed Price. Currency in CAD
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18.2400+0.0700 (+0.3853%)
At close: 4:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return-8.91%
5-Year Average Return11.02%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Apr 29, 2016)43.51%
Worst 1 Yr Total Return (Apr 29, 2016)-33.86%
Best 3-Yr Total Return43.51%
Worst 3-Yr Total Return-10.97%

Trailing Returns (%) Vs. Benchmarks

ReturnSUNWISEFIDTO.TOCategory
YTD-8.91%4.31%
1-Month-3.76%1.27%
3-Month-8.33%4.31%
1-Year2.11%14.17%
3-Year13.77%6.87%
5-Year11.02%12.02%
10-Year4.18%4.69%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
SUNWISEFIDTO.TOCategory
2016
N/AN/A
2015
22.77%12.32%
2014
11.71%8.74%
2013
43.51%33.04%
2012
6.24%5.56%
2011
-10.58%-15.29%
2010
9.78%17.81%
2009
22.37%30.09%
2008
-33.86%-35.79%
2007
-2.79%-3.99%
2006
9.75%19.50%
2005
N/A11.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-5.34%N/AN/AN/A
201512.80%1.43%3.20%3.98%
20145.46%2.66%2.46%0.71%
201314.02%9.31%4.96%9.69%
20127.45%-4.08%0.74%2.32%
20110.49%-1.56%-10.89%1.44%
20102.26%-6.41%7.53%6.69%
2009-5.66%15.06%10.91%1.64%
2008-8.53%2.28%-16.47%-15.37%
20071.35%1.59%-3.37%-2.30%
20067.89%-7.75%-0.28%10.57%
20050.59%4.13%1.70%N/A

Rank In Category (By Total Return)

YTD77
1-Month98
3-Month92
1-Year54
3-Year51
5-Year50

Load Adjusted Returns

1-Year2.11%
3-Year13.77%
5-Year11.02%
10-Year4.18%