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Sun MFS Glob Ttl Rtn-Est Ser F (0P00015IKV.TO)

Toronto - Toronto Delayed price. Currency in CAD
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15.59-0.02 (-0.11%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.52%
5-year average return5.33%
Number of years up6
Number of years down2
Best 1-yr total return (15 May 2024)13.98%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return13.98%
Worst 3-yr total return2.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00015IKV.TOCategory
YTD3.37%0.00%
1-month-2.13%0.00%
3-month3.09%0.00%
1-year6.54%0.00%
3-year3.25%0.00%
5-year4.45%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00015IKV.TOCategory
2024
N/AN/A
2023
7.47%N/A
2022
-5.78%N/A
2021
7.35%N/A
2020
5.36%N/A
2019
13.98%N/A
2018
-2.75%N/A
2017
7.12%N/A
2016
2.62%N/A
2015
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.62%N/AN/AN/A
20232.48%0.35%-1.85%6.48%
2022-4.65%-7.09%-1.50%7.98%
20211.57%2.01%0.60%2.98%
2020-9.00%7.35%2.11%5.63%
20196.37%1.82%2.36%2.80%
2018-0.01%-0.35%1.17%-3.53%
20173.00%1.60%-0.25%2.62%
2016-1.95%2.40%2.50%-0.28%
2015-0.02%4.81%N/AN/A

Rank in category (by total return)

YTD27
1-month70
3-month19
1-year40
3-year18
5-year28

Load adjusted returns

1-year6.54%
3-year3.25%
5-year4.45%
10-yearN/A