YHD - Delayed Quote CAD

SunWise Essntl RBC O'Shg IntlEq Bundle (SWESSJUMEACT.TO)

13.42 -0.06 (-0.45%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return 24.19%
Worst 1Y Total Return -8.78%
Best 3Y Total Return 24.19%
Worst 3Y Total Return 6.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SWESSJUMEACT.TO
Category
YTD
-6.03%
3.59%
1-Month
-2.12%
1.07%
3-Month
-3.04%
3.59%
1-Year
-1.97%
11.18%
3-Year
7.22%
6.56%
5-Year
4.74%
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
SWESSJUMEACT.TO
Category
2018
--
--
2017
10.07%
--
2016
-4.27%
--
2015
11.40%
6.42%
2014
3.98%
8.57%
2013
24.19%
18.76%
2012
7.24%
9.47%
2011
-8.78%
-4.77%

2010
--
8.89%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 0.74% -0.91% -2.35% --
2017 5.05% 1.32% 1.93% 1.45%
2016 -3.99% -1.75% 4.16% -2.57%
2015 8.04% -0.94% -0.15% 4.24%
2014 7.55% -0.53% -3.03% 0.23%
2013 4.94% 1.92% 8.48% 7.04%
2012 4.54% -1.45% 0.84% 3.23%
2011 1.18% 1.95% -10.90% -0.75%
2010 1.40% -- -- --

Rank in Category (By Total Return)

YTD 88
1-Month 91
3-Month 91
1-Year 28
3-Year 42
5-Year 56

Load Adjusted Returns

1-Year -1.97%
3-Year 7.22%
5-Year 4.74%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Global Equity Balanced
Fund Family CI Investments Inc
Net Assets --
YTD Return -6.03%
Yield 0.00%
Morningstar Rating
Inception Date Sep 16, 2010

Fund Summary

The objective of the fund is to provide a long-term total return, consisting of capital growth and current income.

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