U.S. Markets open in 26 mins.

SunWise Elite Port Ser Bal Gr 75/100 (SWESPCROISSQ.TO)

YHD - YHD Delayed Price. Currency in CAD
Add to watchlist
16.0900+0.0200 (+0.1245%)
At close: 4:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return-3.94%
5-Year Average Return4.67%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Apr 29, 2016)18.14%
Worst 1 Yr Total Return (Apr 29, 2016)-21.70%
Best 3-Yr Total Return18.14%
Worst 3-Yr Total Return-5.25%

Trailing Returns (%) Vs. Benchmarks

ReturnSWESPCROISSQ.TOCategory
YTD-3.94%3.59%
1-Month-0.55%1.07%
3-Month-0.21%3.59%
1-Year-5.21%11.18%
3-Year5.67%6.56%
5-Year4.67%8.97%
10-Year2.94%4.04%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
SWESPCROISSQ.TOCategory
2016
N/AN/A
2015
3.39%6.42%
2014
7.34%8.57%
2013
18.14%18.76%
2012
7.64%9.47%
2011
-4.85%-4.77%
2010
8.47%8.89%
2009
17.10%18.96%
2008
-21.70%-22.90%
2007
-2.86%-1.94%
2006
11.83%12.88%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-3.41%N/AN/AN/A
20156.36%-1.69%-4.10%3.10%
20143.86%1.36%-0.07%2.05%
20136.05%0.83%3.77%6.48%
20126.04%-2.85%2.38%2.06%
20111.89%-1.15%-9.09%3.92%
20101.46%-5.66%7.22%5.69%
2009-3.65%10.53%7.07%2.70%
2008-3.84%1.39%-9.71%-11.05%
20071.56%0.00%-2.39%-2.01%
20065.14%-3.78%2.78%7.56%

Rank In Category (By Total Return)

YTD70
1-Month59
3-Month54
1-Year78
3-Year75
5-Year58

Load Adjusted Returns

1-Year-5.21%
3-Year5.67%
5-Year4.67%
10-Year2.94%