YHD - Delayed Quote CAD

SunWise Essntl CI Sgnt Sel Can Seg Bndl (SWESSJUMELCD.TO)

14.47 0.00 (0.00%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 2
YTD Return --
5y Average Return --
Number of Years Up 3
Number of Years Down 2
Best 1Y Total Return 14.77%
Worst 1Y Total Return -6.10%
Best 3Y Total Return 14.77%
Worst 3Y Total Return 5.48%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SWESSJUMELCD.TO
Category
YTD
0.00%
3.59%
1-Month
1.83%
1.07%
3-Month
3.64%
3.59%
1-Year
-5.85%
11.18%
3-Year
5.58%
6.56%
5-Year
3.87%
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
SWESSJUMELCD.TO
Category
2018
--
--
2017
11.21%
--
2016
11.22%
--
2015
-1.98%
6.42%
2014
9.03%
8.57%
2013
14.77%
18.76%
2012
8.89%
9.47%
2011
-6.10%
-4.77%

2010
--
8.89%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -2.56% 3.39% -0.09% --
2017 3.23% 0.39% 3.24% 3.94%
2016 -1.80% 2.82% 5.48% 4.42%
2015 4.40% -2.04% -5.66% 1.60%
2014 4.32% 2.76% 0.82% 0.89%
2013 4.59% -0.88% 3.89% 6.56%
2012 6.49% -3.38% 3.98% 1.77%
2011 3.38% -2.18% -11.69% 5.15%
2010 6.60% -- -- --

Rank in Category (By Total Return)

YTD 11
1-Month 2
3-Month 4
1-Year 87
3-Year 77
5-Year 76

Load Adjusted Returns

1-Year -5.85%
3-Year 5.58%
5-Year 3.87%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.69
Morningstar Risk Rating

Fund Overview

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

Fund Summary

The objective of the Fund is to achieve an attractive total return comprised of income and capital gains by investing primarily in high yield corporate bonds of Canadian issuers.

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