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SunWise CI Global Balanced Port Comb (0P0000723N.TO)

Toronto - Toronto Delayed price. Currency in CAD
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28.42+0.03 (+0.10%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.59%
5-year average return5.21%
Number of years up15
Number of years down5
Best 1-yr total return (8 May 2024)18.46%
Worst 1-yr total return (8 May 2024)N/A
Best 3-yr total return18.46%
Worst 3-yr total return1.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000723N.TOCategory
YTD5.30%0.00%
1-month-1.52%0.00%
3-month4.06%0.00%
1-year9.26%0.00%
3-year2.34%0.00%
5-year4.45%0.00%
10-year4.26%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000723N.TOCategory
2024
N/AN/A
2023
9.17%N/A
2022
-11.71%N/A
2021
10.93%N/A
2020
6.16%N/A
2019
13.33%N/A
2018
-6.84%N/A
2017
7.13%N/A
2016
4.41%N/A
2015
3.68%N/A
2014
7.71%N/A
2013
18.46%N/A
2012
7.74%N/A
2011
-4.75%N/A
2010
8.60%N/A
2009
17.38%N/A
2008
-21.83%N/A
2007
-2.87%N/A
2006
11.86%N/A
2005
8.23%N/A
2004
8.02%N/A
2003
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.93%N/AN/AN/A
20234.22%0.60%-1.51%5.72%
2022-4.56%-10.89%-1.32%5.19%
20212.85%4.63%-0.21%3.29%
2020-16.37%13.43%4.61%6.97%
20196.70%1.72%0.53%3.86%
2018-1.33%0.86%0.46%-6.82%
20173.16%0.80%0.41%2.60%
2016-3.35%1.42%5.02%1.43%
20156.47%-1.63%-3.97%3.09%
20143.91%1.53%-0.05%2.15%
20136.04%0.95%3.95%6.45%
20125.93%-2.73%2.39%2.12%
20111.86%-1.08%-9.02%3.91%
20101.42%-5.53%7.10%5.83%
2009-3.42%10.36%7.17%2.77%
2008-3.84%1.36%-9.65%-11.22%
20071.53%0.07%-2.43%-2.02%
20065.22%-3.83%2.73%7.60%
20050.97%1.92%3.22%1.90%
20043.84%0.25%-2.18%6.08%
20035.65%3.99%7.30%N/A

Rank in category (by total return)

YTD26
1-month19
3-month28
1-year34
3-year63
5-year52

Load adjusted returns

1-year9.26%
3-year2.34%
5-year4.45%
10-year4.26%