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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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23.93-0.17 (-0.71%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.09%
5-year average return3.74%
Number of years up10
Number of years down2
Best 1-yr total return (12 Jun 2024)25.26%
Worst 1-yr total return (12 Jun 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
YTD8.16%0.00%
1-month3.33%0.00%
3-month4.90%0.00%
1-year12.44%0.00%
3-year1.42%0.00%
5-year4.06%0.00%
10-year5.49%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)

YTD21
1-month8
3-month6
1-year60
3-year93
5-year88

Load adjusted returns

1-year12.44%
3-year1.42%
5-year4.06%
10-year5.49%