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SWESS 2 CI US Equity Invstmt PIM (0P0000Y2QP.TO)

Vienna - Vienna Delayed price. Currency in CAD
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56.03-0.36 (-0.65%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return25.32%
5-year average return15.74%
Number of years up9
Number of years down2
Best 1-yr total return (20 Jun 2024)49.32%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return49.32%
Worst 3-yr total return5.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000Y2QP.TOCategory
YTD16.93%0.00%
1-month5.03%0.00%
3-month4.10%0.00%
1-year31.83%0.00%
3-year13.39%0.00%
5-year15.06%0.00%
10-year12.70%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000Y2QP.TOCategory
2024
N/AN/A
2023
26.87%N/A
2022
-13.74%N/A
2021
27.89%N/A
2020
7.47%N/A
2019
25.31%N/A
2018
-1.35%N/A
2017
5.29%N/A
2016
13.29%N/A
2015
10.28%N/A
2014
19.09%N/A
2013
49.32%N/A
2012
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.85%N/AN/AN/A
20238.17%5.99%0.68%9.91%
2022-6.70%-13.01%3.02%3.15%
20217.63%7.68%1.77%8.43%
2020-17.65%11.75%6.38%9.77%
20199.43%2.96%3.87%7.08%
2018-1.37%3.34%7.69%-10.13%
20170.61%-2.44%2.25%4.90%
2016-4.37%2.13%6.75%8.66%
20156.24%-2.21%1.11%5.00%
20144.69%1.18%3.44%8.68%
201315.27%5.49%7.60%14.13%
20120.29%N/AN/AN/A

Rank in category (by total return)

YTD14
1-month10
3-month30
1-year8
3-year5
5-year8

Load adjusted returns

1-year31.83%
3-year13.39%
5-year15.06%
10-year12.70%