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SunWise Elite Fidelity NorthStar Basic (0P00007643.TO)

Toronto - Toronto Delayed price. Currency in CAD
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26.41+0.04 (+0.15%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.36%
5-year average return8.50%
Number of years up12
Number of years down6
Best 1-yr total return (30 May 2024)44.00%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return44.00%
Worst 3-yr total return-2.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00007643.TOCategory
YTD6.32%0.00%
1-month-2.04%0.00%
3-month5.54%0.00%
1-year13.69%0.00%
3-year3.96%0.00%
5-year6.75%0.00%
10-year5.60%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00007643.TOCategory
2024
N/AN/A
2023
12.70%N/A
2022
-7.81%N/A
2021
6.17%N/A
2020
18.25%N/A
2019
3.37%N/A
2018
-6.47%N/A
2017
2.65%N/A
2016
-3.45%N/A
2015
23.07%N/A
2014
11.86%N/A
2013
44.00%N/A
2012
6.62%N/A
2011
-10.21%N/A
2010
10.15%N/A
2009
23.12%N/A
2008
-33.33%N/A
2007
-2.19%N/A
2006
10.45%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.53%N/AN/AN/A
20234.72%1.72%-0.67%6.50%
2022-5.15%-10.41%-0.17%8.68%
20214.07%3.32%-0.68%-0.58%
2020-14.17%17.71%4.88%11.59%
20193.16%-4.32%-1.17%5.97%
2018-0.72%0.41%-2.57%-3.69%
20171.95%-0.69%-2.56%4.05%
2016-5.33%-0.61%2.61%0.00%
201512.92%1.48%3.25%4.02%
20145.46%2.79%2.45%0.71%
201314.08%9.44%5.06%9.79%
20127.62%-4.00%0.85%2.33%
20110.59%-1.48%-10.80%1.57%
20102.29%-6.30%7.63%6.77%
2009-5.38%15.20%10.97%1.78%
2008-8.51%2.55%-16.14%-15.26%
20071.49%1.73%-3.23%-2.11%
20067.84%-7.45%-0.10%10.78%

Rank in category (by total return)

YTD53
1-month38
3-month52
1-year56
3-year48
5-year48

Load adjusted returns

1-year13.69%
3-year3.96%
5-year6.75%
10-year5.60%