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Sun Life Excel India Balanced Fund A (0P00017ZIW.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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5.34-0.00 (-0.00%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Invalid Date)18.59%
Worst 1 Yr Total Return (Invalid Date)-2.92%
Best 3-Yr Total Return18.59%
Worst 3-Yr Total Return2.58%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00017ZIW.TOCategory
YTD0.37%3.59%
1-Month-0.82%1.07%
3-Month-2.52%3.59%
1-Year22.56%11.18%
3-Year3.92%6.56%
5-Year1.94%8.97%
10-Year0.00%4.04%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00017ZIW.TOCategory
2021
N/AN/A
2020
7.78%N/A
2019
3.16%N/A
2018
-2.92%N/A
2017
18.59%N/A
2016
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20213.07%-4.57%N/AN/A
2020-17.88%8.71%7.16%12.67%
20193.69%-1.64%-1.52%2.71%
2018-3.69%0.27%-7.80%9.03%
201712.02%0.41%-2.38%8.01%
20168.79%-3.39%N/AN/A

Rank In Category (By Total Return)

YTD100
1-Month100
3-Month100
1-Year61
3-Year99
5-Year88

Load Adjusted Returns

1-Year18.76%
3-Year3.21%
5-Year5.76%
10-YearN/A