Toronto - Delayed Quote • CAD
SunWise II 2001 CI Cdn Balanced 75/100 (0P0000KRY4.TO)
At close: September 5 at 4:00 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 6.55% |
5y Average Return | 5.40% |
Number of Years Up | 16 |
Number of Years Down | 6 |
Best 1Y Total Return (Sep 5, 2024) | 20.68% |
Worst 1Y Total Return (Sep 5, 2024) | -- |
Best 3Y Total Return | 20.68% |
Worst 3Y Total Return | 1.10% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000KRY4.TO
Category
- YTD
- 7.26%
- 0.00%
- 1-Month
- 2.87%
- 0.00%
- 3-Month
- 4.78%
- 0.00%
- 1-Year
- 11.08%
- 0.00%
- 3-Year
- 2.83%
- 0.00%
- 5-Year
- 5.63%
- 0.00%
- 10-Year
- 4.00%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000KRY4.TO
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 4.28% | -0.02% | -- | -- |
2023 | 3.04% | 0.52% | -1.65% | 6.88% |
2022 | -1.73% | -10.54% | -2.16% | 4.14% |
2021 | 4.15% | 4.77% | -0.16% | 4.87% |
2020 | -11.45% | 8.94% | 3.71% | 6.28% |
2019 | 7.33% | 1.24% | 0.75% | 2.56% |
2018 | -2.00% | 2.66% | -0.84% | -8.86% |
2017 | 2.78% | -0.48% | 1.84% | 4.14% |
2016 | -3.05% | 1.64% | 3.52% | 2.71% |
2015 | 4.35% | -2.44% | -3.73% | 0.61% |
2014 | 4.07% | 2.93% | 1.00% | 1.65% |
2013 | 3.79% | -1.20% | 3.37% | 5.02% |
2012 | 4.01% | -2.47% | 2.89% | 1.26% |
2011 | 2.64% | -1.84% | -8.36% | 3.72% |
2010 | 1.56% | -5.03% | 6.27% | 6.08% |
2009 | -1.95% | 10.35% | 8.90% | 2.43% |
2008 | -1.58% | 1.87% | -8.21% | -8.47% |
2007 | 1.81% | 1.84% | -0.62% | -0.88% |
2006 | 5.23% | -2.66% | 3.38% | 7.59% |
2005 | 2.75% | 2.76% | 8.22% | 2.03% |
2004 | 2.26% | -0.74% | 1.39% | 6.69% |
2003 | -4.31% | 6.31% | 3.08% | 9.05% |
2002 | 0.68% | -7.98% | -8.76% | 6.80% |
Rank in Category (By Total Return)
YTD | 54 |
1-Month | 85 |
3-Month | 92 |
1-Year | 51 |
3-Year | 37 |
5-Year | 17 |
Load Adjusted Returns
1-Year | 11.08% |
3-Year | 2.83% |
5-Year | 5.63% |
10-Year | 4.00% |
Performance & Risk
YTD Return | 6.55% |
5y Average Return | 5.40% |
Rank in Category (ytd) | 54 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.11 |
Morningstar Risk Rating |
Fund Overview
Category | -- |
Fund Family | CI Investments Inc |
Net Assets | 7.1M |
YTD Return | 7.26% |
Yield | 0.00% |
Morningstar Rating | |
Inception Date | Dec 03, 2001 |
Fund Summary
Fund Summary Information Not Available
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