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SunWise Es SL MFS Int Vl Sg Bd Inc75/100 (0P0001NJHR.TO)

Toronto - Toronto Delayed price. Currency in CAD
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24.12+0.07 (+0.29%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.99%
5-year average return4.10%
Number of years up10
Number of years down2
Best 1-yr total return (20 May 2024)25.26%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return25.26%
Worst 3-yr total return-1.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001NJHR.TOCategory
YTD4.67%0.00%
1-month-1.67%0.00%
3-month4.42%0.00%
1-year5.32%0.00%
3-year0.50%0.00%
5-year2.88%0.00%
10-year5.29%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001NJHR.TOCategory
2024
N/AN/A
2023
9.98%N/A
2022
-17.96%N/A
2021
5.64%N/A
2020
12.34%N/A
2019
14.06%N/A
2018
-3.08%N/A
2017
12.30%N/A
2016
0.36%N/A
2015
16.58%N/A
2014
7.07%N/A
2013
25.26%N/A
2012
9.04%N/A
2011
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.44%N/AN/AN/A
20236.80%0.01%-3.93%7.19%
2022-12.08%-11.35%-1.62%6.99%
2021-2.63%4.03%0.38%3.90%
2020-7.26%9.87%5.42%4.58%
20197.56%1.71%0.60%3.65%
20180.76%1.51%0.22%-5.46%
20174.56%3.96%-0.98%4.33%
2016-3.92%2.07%5.35%-2.86%
201511.81%-2.14%0.26%6.28%
20143.91%0.51%0.00%2.52%
20138.01%4.71%3.83%6.66%
20124.42%-0.69%2.68%2.41%
2011-3.72%1.57%N/AN/A

Rank in category (by total return)

YTD38
1-month32
3-month18
1-year88
3-year95
5-year89

Load adjusted returns

1-year5.32%
3-year0.50%
5-year2.88%
10-year5.29%