YHD - Delayed Quote CAD

SW CI Cambridge Prem Amer Eq CC 100/100 (SWCICAMBRIDG.TO)

13.93 -0.26 (-1.83%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 4
YTD Return --
5y Average Return --
Number of Years Up 11
Number of Years Down 6
Best 1Y Total Return 43.31%
Worst 1Y Total Return -44.88%
Best 3Y Total Return 43.31%
Worst 3Y Total Return -17.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SWCICAMBRIDG.TO
Category
YTD
-7.72%
4.28%
1-Month
-2.46%
0.04%
3-Month
0.72%
4.28%
1-Year
-3.65%
15.99%
3-Year
11.99%
12.30%
5-Year
9.94%
15.30%
10-Year
6.56%
6.45%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
SWCICAMBRIDG.TO
Category
2018
--
--
2017
1.05%
--
2016
8.67%
--
2015
5.78%
13.60%
2014
14.36%
18.27%
2013
43.31%
39.20%
2012
8.20%
10.52%
2011
3.54%
-1.02%

2010
36.75%
9.45%
2009
11.66%
11.23%
2008
-44.88%
-28.26%
2007
31.05%
-8.54%
2006
-2.58%
11.55%
2005
12.10%
2.08%
2004
-4.24%
2.11%
2003
1.16%
6.24%
2002
-31.33%
-23.27%
2001
-19.16%
-8.03%
2000
-15.38%
-1.59%
1999
19.12%
12.23%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -2.34% 2.28% 6.58% --
2017 -0.47% -3.37% 1.20% 3.82%
2016 -5.39% 1.15% 5.63% 7.49%
2015 5.16% -3.22% 0.08% 3.86%
2014 3.61% 0.17% 2.38% 7.63%
2013 14.14% 4.42% 6.46% 12.94%
2012 15.98% -6.48% 0.50% -0.75%
2011 11.32% 3.81% -11.26% 0.97%
2010 2.90% 2.44% 17.98% 9.95%
2009 -7.56% 4.91% 2.90% 11.90%

2008 -15.36% -1.27% -15.95% -21.53%
2007 0.00% 10.61% 9.87% 7.83%
2006 9.12% -16.43% -4.33% 11.67%
2005 -2.90% 2.11% 4.47% 8.22%
2004 -0.49% 2.13% -9.63% 4.26%
2003 -10.73% 4.44% 3.54% 4.79%
2002 -0.90% -21.29% -15.79% 4.54%
2001 -16.16% 1.17% -20.23% 19.47%
2000 5.62% -3.69% -5.11% -12.33%
1999 4.92% 2.88% -6.83% 18.44%

Rank in Category (By Total Return)

YTD 36
1-Month 50
3-Month 14
1-Year 81
3-Year 89
5-Year 75

Load Adjusted Returns

1-Year -3.65%
3-Year 11.99%
5-Year 9.94%
10-Year 6.56%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category US Equity
Fund Family CI Investments Inc
Net Assets --
YTD Return -7.72%
Yield 0.00%
Morningstar Rating
Inception Date Nov 24, 1998

Fund Summary

The investment objective is to achieve long-term capital appreciation by investing in large, well-capitalized U.S. corporations, which have above-average growth prospects. The fund also acts as a hedge against declines in the value of the Canadian dollar.

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