YHD - Delayed Quote CAD

SunWise Essntl CI Harbour Gr&Inc Inc (SWESSREVCROI.TO)

11.59 -0.05 (-0.43%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 3
Number of Years Down 2
Best 1Y Total Return 11.82%
Worst 1Y Total Return -8.11%
Best 3Y Total Return 11.82%
Worst 3Y Total Return 2.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SWESSREVCROI.TO
Category
YTD
3.27%
2.64%
1-Month
2.18%
0.64%
3-Month
5.77%
2.64%
1-Year
-0.39%
9.59%
3-Year
5.02%
4.28%
5-Year
2.59%
6.22%
10-Year
0.00%
4.09%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
SWESSREVCROI.TO
Category
2018
--
--
2017
3.04%
--
2016
7.43%
--
2015
-1.84%
0.58%
2014
6.39%
6.78%
2013
11.82%
10.74%
2012
5.22%
5.74%
2011
-8.11%
-3.82%

2010
--
10.14%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -2.80% -0.02% -2.12% --
2017 2.58% -3.04% 0.73% 2.83%
2016 1.06% 5.17% 1.08% 0.00%
2015 2.08% -1.65% -2.87% 0.66%
2014 2.39% 4.50% -0.96% 0.40%
2013 3.91% -0.83% 2.13% 6.25%
2012 6.02% -3.78% 2.95% 0.19%
2011 2.67% -2.78% -10.62% 3.00%
2010 8.50% -- -- --

Rank in Category (By Total Return)

YTD 5
1-Month 10
3-Month 4
1-Year 21
3-Year 44
5-Year 39

Load Adjusted Returns

1-Year -0.39%
3-Year 5.02%
5-Year 2.59%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.27
Morningstar Risk Rating

Fund Overview

Category Tactical Balanced
Fund Family CI Investments Inc
Net Assets --
YTD Return 3.27%
Yield 0.00%
Morningstar Rating
Inception Date Sep 16, 2010

Fund Summary

This fund's objective is to obtain long-term total return through a prudent balance of income and capital appreciation. It invests primarily in equity and equity-related securities of mid- to large-capitalization Canadian companies and fixed income securities issued by Canadian governments and companies. The proportion of the fund's assets invested in equity and fixed income securities may vary according to market conditions. Any change to the investment objective must be approved by a majority of votes cast at a meeting of unitholders held for that reason.

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