Toronto - Free Realtime Quote • CAD
Sun BR Cdn Uni Bd - Est Ser A (0P00015IH9.TO)
As of September 10 at 4:00 PM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.10% |
| 5y Average Return | -0.76% |
| Number of Years Up | 4 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Sep 11, 2024) | 6.06% |
| Worst 1Y Total Return (Sep 11, 2024) | -- |
| Best 3Y Total Return | 6.06% |
| Worst 3Y Total Return | -4.03% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00015IH9.TO
Category
- YTD
- 1.37%
- 0.00%
- 1-Month
- 0.21%
- 0.00%
- 3-Month
- 3.51%
- 0.00%
- 1-Year
- 6.41%
- 0.00%
- 3-Year
- -2.53%
- 0.00%
- 5-Year
- -1.44%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P00015IH9.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -1.56% | 0.51% | -- | -- |
| 2023 | 2.88% | -1.01% | -4.18% | 7.92% |
| 2022 | -7.31% | -5.98% | 0.20% | -0.28% |
| 2021 | -5.17% | 1.35% | -0.86% | 1.15% |
| 2020 | 0.28% | 5.34% | 0.13% | 0.28% |
| 2019 | 3.54% | 2.21% | 0.91% | -1.17% |
| 2018 | -0.38% | -0.00% | -1.31% | 1.36% |
| 2017 | 0.75% | 0.58% | -2.29% | 1.50% |
| 2016 | 0.85% | 2.10% | 0.66% | -3.82% |
| 2015 | 0.17% | 0.81% | -- | -- |
Rank in Category (By Total Return)
| YTD | 71 |
| 1-Month | 43 |
| 3-Month | 40 |
| 1-Year | 65 |
| 3-Year | 53 |
| 5-Year | 65 |
Load Adjusted Returns
| 1-Year | 6.41% |
| 3-Year | -2.53% |
| 5-Year | -1.44% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 3.10% |
| 5y Average Return | -0.76% |
| Rank in Category (ytd) | 71 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Sun Life Assurance Company Of Canada |
| Net Assets | 6.76M |
| YTD Return | 1.37% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 09, 2015 |
Fund Summary
Fund Summary Information Not Available
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