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SunWise Essntl Port Sel 20i80eMgt Seg (0P0000Q3DE.TO)

Toronto - Toronto Delayed price. Currency in CAD
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20.36+0.02 (+0.11%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.38%
5-year average return5.04%
Number of years up10
Number of years down3
Best 1-yr total return (8 May 2024)22.13%
Worst 1-yr total return (8 May 2024)N/A
Best 3-yr total return22.13%
Worst 3-yr total return0.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000Q3DE.TOCategory
YTD5.25%0.00%
1-month-1.14%0.00%
3-month4.12%0.00%
1-year9.97%0.00%
3-year3.23%0.00%
5-year4.25%0.00%
10-year4.08%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000Q3DE.TOCategory
2024
N/AN/A
2023
10.10%N/A
2022
-11.31%N/A
2021
12.97%N/A
2020
1.45%N/A
2019
15.35%N/A
2018
-8.19%N/A
2017
7.17%N/A
2016
5.36%N/A
2015
2.02%N/A
2014
7.09%N/A
2013
22.13%N/A
2012
9.26%N/A
2011
-4.99%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.46%N/AN/AN/A
20234.13%1.39%-1.49%5.86%
2022-4.65%-11.35%-0.81%5.77%
20213.15%5.45%0.53%3.31%
2020-19.55%12.02%4.67%7.55%
20197.51%1.74%0.72%4.70%
2018-2.00%1.08%0.74%-8.00%
20173.22%0.45%0.47%2.88%
2016-2.05%0.72%4.65%2.05%
20155.69%-1.29%-4.90%2.83%
20143.24%1.57%0.74%1.39%
20137.16%2.37%3.95%7.10%
20126.89%-2.98%2.38%2.91%
20112.93%-1.52%-10.13%4.29%

Rank in category (by total return)

YTD28
1-month6
3-month25
1-year27
3-year34
5-year59

Load adjusted returns

1-year9.97%
3-year3.23%
5-year4.25%
10-year4.08%