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SunWise Esntl SL MFS US Gr Sg Inv 75/75 (0P0001NOTY.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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48.85-0.32 (-0.65%)
As of 04:00PM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return16.55%
5-Year Average Return10.53%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Apr 28, 2024)40.04%
Worst 1 Yr Total Return (Apr 28, 2024)N/A
Best 3-Yr Total Return40.04%
Worst 3-Yr Total Return1.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001NOTY.TOCategory
YTD18.76%0.00%
1-Month2.19%0.00%
3-Month18.76%0.00%
1-Year39.22%0.00%
3-Year9.56%0.00%
5-Year12.02%0.00%
10-Year13.10%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001NOTY.TOCategory
2024
N/AN/A
2023
28.25%N/A
2022
-28.38%N/A
2021
18.49%N/A
2020
22.93%N/A
2019
27.03%N/A
2018
8.28%N/A
2017
18.73%N/A
2016
-4.20%N/A
2015
23.81%N/A
2014
14.44%N/A
2013
40.04%N/A
2012
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202418.76%N/AN/AN/A
20239.40%8.85%-1.28%9.09%
2022-13.81%-17.41%-1.01%1.64%
2021-1.70%9.92%2.72%6.75%
2020-4.20%17.35%7.84%1.40%
201914.45%3.50%1.63%5.53%
20187.50%7.89%5.40%-11.43%
20178.24%3.18%0.45%5.84%
2016-8.84%1.26%4.65%-0.83%
201511.94%-1.93%1.35%11.28%
20142.83%-1.45%4.89%7.66%
201310.60%4.57%6.86%13.31%
2012-5.70%2.77%0.60%N/A

Rank In Category (By Total Return)

YTD8
1-Month67
3-Month8
1-Year6
3-Year62
5-Year30

Load Adjusted Returns

1-Year39.22%
3-Year9.56%
5-Year12.02%
10-Year13.10%