U.S. Markets closed

SunWise 2001 PS Conserv Bal 100/100 (SUNWISESRIEP.TO)

YHD - YHD Delayed Price. Currency in CAD
Add to watchlist
19.3500+0.0800 (+0.4152%)
At close: 4:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return-3.22%
5-Year Average Return4.24%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Apr 29, 2016)14.63%
Worst 1 Yr Total Return (Apr 29, 2016)-16.58%
Best 3-Yr Total Return14.63%
Worst 3-Yr Total Return-3.89%

Trailing Returns (%) Vs. Benchmarks

ReturnSUNWISESRIEP.TOCategory
YTD-3.22%2.83%
1-Month-0.50%0.75%
3-Month-0.83%2.83%
1-Year-4.10%9.58%
3-Year4.68%5.80%
5-Year4.24%7.24%
10-Year2.92%4.23%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
SUNWISESRIEP.TOCategory
2016
N/AN/A
2015
2.93%5.37%
2014
7.55%8.71%
2013
13.26%12.80%
2012
6.22%8.09%
2011
-2.24%-1.69%
2010
7.43%8.65%
2009
14.63%17.29%
2008
-16.58%-17.16%
2007
-3.06%-0.95%
2006
9.78%9.98%
2005
7.74%6.69%
2004
7.81%6.50%
2003
N/A9.09%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-2.74%N/AN/AN/A
20155.69%-2.14%-2.62%2.19%
20143.68%1.32%0.51%1.86%
20134.85%0.32%2.50%5.06%
20124.57%-1.57%1.67%1.50%
20111.68%-0.48%-6.22%3.02%
20101.28%-3.78%6.16%3.85%
2009-2.75%8.76%6.10%2.15%
2008-2.15%0.73%-7.57%-8.43%
20071.25%-0.62%-2.21%-1.49%
20064.13%-3.23%2.81%5.97%
20050.99%2.04%3.12%1.39%
20043.28%-0.26%-0.78%5.47%
20034.91%3.22%6.42%N/A

Rank In Category (By Total Return)

YTD82
1-Month61
3-Month72
1-Year64
3-Year62
5-Year50

Load Adjusted Returns

1-Year-4.10%
3-Year4.68%
5-Year4.24%
10-Year2.92%