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SunWise II CI Select Cdn Bal 100/100 (0P00007207.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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22.12+0.07 (+0.30%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.57%
5-Year Average Return4.23%
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (May 1, 2024)15.79%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return15.79%
Worst 3-Yr Total Return0.71%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00007207.TOCategory
YTD4.15%0.00%
1-Month2.06%0.00%
3-Month4.15%0.00%
1-Year9.69%0.00%
3-Year3.26%0.00%
5-Year4.80%0.00%
10-Year3.67%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00007207.TOCategory
2024
N/AN/A
2023
8.41%N/A
2022
-10.81%N/A
2021
13.74%N/A
2020
5.85%N/A
2019
11.82%N/A
2018
-9.43%N/A
2017
8.06%N/A
2016
4.38%N/A
2015
-1.76%N/A
2014
9.48%N/A
2013
11.13%N/A
2012
5.36%N/A
2011
-4.59%N/A
2010
7.06%N/A
2009
15.79%N/A
2008
-17.50%N/A
2007
-9.40%N/A
2006
11.22%N/A
2005
2.50%N/A
2004
12.01%N/A
2003
10.99%N/A
2002
2.21%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.15%N/AN/AN/A
20232.93%0.42%-1.76%6.77%
2022-1.84%-10.62%-2.26%4.01%
20214.04%4.65%-0.28%4.75%
2020-11.55%8.83%3.61%6.13%
20197.23%1.14%0.64%2.45%
2018-2.08%2.55%-0.94%-8.96%
20172.72%-0.58%1.72%4.02%
2016-3.21%1.66%3.38%2.61%
20154.18%-2.50%-3.76%0.50%
20143.91%2.81%0.93%1.54%
20133.76%-1.28%3.24%5.09%
20123.96%-2.54%2.76%1.19%
20112.59%-2.02%-8.33%3.54%
20102.30%-5.89%4.86%6.05%
2009-4.59%11.26%7.18%1.78%
2008-1.82%-1.47%-4.70%-10.52%
20072.26%-1.34%-4.97%-5.51%
20062.21%-4.03%5.60%7.37%
20051.17%1.47%0.00%-0.15%
20044.73%0.42%0.33%6.15%
2003-4.09%5.48%3.37%6.14%
20022.47%-0.26%-2.11%2.17%

Rank In Category (By Total Return)

YTD33
1-Month22
3-Month33
1-Year24
3-Year41
5-Year29

Load Adjusted Returns

1-Year9.69%
3-Year3.26%
5-Year4.80%
10-Year3.67%