Vienna - Delayed Quote CAD

Sun GIF Sol Est CI Global Equity A (0P00015IHO.TO)

15.79 +0.16 (+1.00%)
At close: September 11 at 10:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return 13.75%
5y Average Return 6.08%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Sep 11, 2024) 17.45%
Worst 1Y Total Return (Sep 11, 2024) --
Best 3Y Total Return 17.45%
Worst 3Y Total Return 1.46%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00015IHO.TO
Category
YTD
15.51%
0.00%
1-Month
-0.62%
0.00%
3-Month
3.01%
0.00%
1-Year
17.61%
0.00%
3-Year
2.08%
0.00%
5-Year
6.91%
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
0P00015IHO.TO
Category
2024
--
--
2023
8.63%
--
2022
-16.60%
--
2021
17.18%
--
2020
6.88%
--
2019
17.45%
--
2018
-7.59%
--
2017
5.32%
--

2016
10.05%
--
2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.82% 4.19% -- --
2023 2.56% 2.88% -3.49% 6.67%
2022 -9.58% -13.65% -0.91% 7.80%
2021 4.48% 7.54% -2.80% 7.30%
2020 -14.06% 11.51% 4.10% 7.13%
2019 9.50% 0.45% 1.51% 5.18%
2018 -1.33% 0.91% 3.27% -10.12%
2017 3.32% -0.62% 0.55% 2.02%
2016 -5.78% 1.97% 9.31% 4.79%
2015 -7.30% 3.48% -- --

Rank in Category (By Total Return)

YTD 26
1-Month 88
3-Month 84
1-Year 39
3-Year 85
5-Year 70

Load Adjusted Returns

1-Year 17.61%
3-Year 2.08%
5-Year 6.91%
10-Year --

Performance & Risk

YTD Return 13.75%
5y Average Return 6.08%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sun Life Assurance Company Of Canada
Net Assets 7.59M
YTD Return 15.51%
Yield 0.00%
Morningstar Rating
Inception Date May 04, 2015

Fund Summary

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