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SunWise Elite CI Prem PtfSerBalGr100/100 (0P0000FXT2.TO)

Toronto - Toronto Delayed price. Currency in CAD
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17.26+0.01 (+0.07%)
As of 04:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.17%
5-year average return3.66%
Number of years up12
Number of years down3
Best 1-yr total return (7 May 2024)16.18%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return16.18%
Worst 3-yr total return0.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000FXT2.TOCategory
YTD5.01%0.00%
1-month-1.59%0.00%
3-month3.84%0.00%
1-year8.35%0.00%
3-year1.66%0.00%
5-year3.03%0.00%
10-year3.31%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000FXT2.TOCategory
2024
N/AN/A
2023
8.23%N/A
2022
-12.42%N/A
2021
11.36%N/A
2020
4.30%N/A
2019
11.37%N/A
2018
-8.14%N/A
2017
8.05%N/A
2016
6.26%N/A
2015
1.71%N/A
2014
5.33%N/A
2013
16.18%N/A
2012
6.83%N/A
2011
-2.29%N/A
2010
6.67%N/A
2009
14.96%N/A
2008
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.71%N/AN/AN/A
20233.97%0.38%-1.72%5.50%
2022-4.71%-11.07%-1.53%4.95%
20213.66%3.74%-0.03%3.58%
2020-17.74%10.62%4.34%9.85%
20198.67%0.66%0.39%1.41%
2018-0.34%2.40%0.30%-10.26%
20172.34%1.33%0.65%3.52%
2016-1.69%1.47%4.26%2.16%
20154.41%-1.80%-2.87%2.13%
20144.30%0.58%-0.98%1.41%
20135.39%-0.85%3.73%7.19%
20124.70%-3.57%2.54%3.20%
20114.28%-0.50%-9.35%3.88%
20101.78%-5.25%7.96%2.46%
2009-7.93%13.47%9.18%0.78%
2008-7.27%-12.43%N/AN/A

Rank in category (by total return)

YTD31
1-month27
3-month40
1-year47
3-year81
5-year86

Load adjusted returns

1-year8.35%
3-year1.66%
5-year3.03%
10-year3.31%