YHD - Delayed Quote CAD

SunWise Essntl 2 SL MFS MB US Gr Bdl Inv (SWESS2JUMCRO.TO)

19.18 -0.18 (-0.93%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 5
YTD Return --
5y Average Return --
Number of Years Up 3
Number of Years Down --
Best 1Y Total Return 26.40%
Worst 1Y Total Return 11.65%
Best 3Y Total Return 26.40%
Worst 3Y Total Return 18.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SWESS2JUMCRO.TO
Category
YTD
-8.80%
3.59%
1-Month
-2.85%
1.07%
3-Month
-6.01%
3.59%
1-Year
1.59%
11.18%
3-Year
12.04%
6.56%
5-Year
0.00%
8.97%
10-Year
0.00%
4.04%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
SWESS2JUMCRO.TO
Category
2018
--
--
2017
13.62%
--
2016
-2.86%
--
2015
16.90%
6.42%
2014
11.65%
8.57%
2013
26.40%
18.76%
2012
--
9.47%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 5.46% 5.42% 3.41% --
2017 6.37% 2.42% -0.25% 4.56%
2016 -6.13% 1.46% 3.50% -1.45%
2015 9.46% -2.22% 0.84% 8.31%
2014 2.48% -0.68% 3.66% 5.81%
2013 7.16% 2.66% 5.08% 9.34%
2012 0.30% -- -- --

Rank in Category (By Total Return)

YTD 99
1-Month 98
3-Month 98
1-Year 9
3-Year 3
5-Year --

Load Adjusted Returns

1-Year 1.59%
3-Year 12.04%
5-Year --
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 99
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Global Equity Balanced
Fund Family CI Investments Inc
Net Assets --
YTD Return -8.80%
Yield 0.00%
Morningstar Rating
Inception Date Aug 27, 2012

Fund Summary

To seek capital appreciation and income by investing primarily in equity and fixed-income securities of issuers located in the United States.

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