U.S. Markets closed

SunWise Essntl Fdty Glb Asset Allc Inc (SWESSFIDELIT.TO)


Toronto - Toronto Delayed Price. Currency in CAD
Add to watchlist
15.9200+0.0200 (+0.1258%)
At close: 4:00PM EDT

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return-7.18%
5-Year Average Return7.56%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Apr 29, 2016)19.33%
Worst 1 Yr Total Return (Apr 29, 2016)-2.31%
Best 3-Yr Total Return19.33%
Worst 3-Yr Total Return7.74%

Trailing Returns (%) Vs. Benchmarks

ReturnSWESSFIDELIT.TOCategory
YTD-7.18%3.59%
1-Month-2.16%1.07%
3-Month-4.80%3.59%
1-Year-0.75%11.18%
3-Year8.55%6.56%
5-Year7.56%8.97%
10-Year0.00%4.04%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
SWESSFIDELIT.TOCategory
2016
N/AN/A
2015
13.79%6.42%
2014
9.94%8.57%
2013
19.33%18.76%
2012
7.29%9.47%
2011
-2.31%-4.77%
2010
N/A8.89%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-5.13%N/AN/AN/A
20159.85%-2.19%0.00%5.91%
20144.81%-0.61%1.54%3.94%
20136.51%2.61%2.01%7.04%
20124.11%0.00%0.59%2.45%
2011-0.80%-0.40%-1.73%0.62%
2010-0.30%N/AN/AN/A

Rank In Category (By Total Return)

YTD90
1-Month91
3-Month95
1-Year15
3-Year21
5-Year11

Load Adjusted Returns

1-Year-0.75%
3-Year8.55%
5-Year7.56%
10-YearN/A