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Toronto - Delayed Quote CAD

SunWise 2001 Fidelity Gl AA 75/100 (0P0000KRUQ.TO)

23.14
+0.08
+(0.33%)
At close: February 18 at 3:00:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 2.62%
5y Average Return 4.35%
Number of Years Up 16
Number of Years Down 7
Best 1Y Total Return (Feb 14, 2025) 18.50%
Worst 1Y Total Return (Feb 14, 2025) --
Best 3Y Total Return 18.50%
Worst 3Y Total Return -0.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000KRUQ.TO
Category
YTD
3.74%
0.00%
1-Month
3.74%
0.00%
3-Month
5.97%
0.00%
1-Year
19.59%
0.00%
3-Year
5.21%
0.00%
5-Year
5.09%
0.00%
10-Year
4.52%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000KRUQ.TO
Category
2024
16.56%
--
2023
7.68%
--
2022
-12.90%
--
2021
7.68%
--
2020
5.88%
--
2019
12.44%
--
2018
-2.96%
--
2017
8.17%
--

2016
-2.18%
--
2015
13.11%
--
2014
9.43%
--
2013
18.50%
--
2012
6.82%
--
2011
-2.92%
--
2010
1.28%
--
2009
14.71%
--
2008
-16.76%
--
2007
-4.32%
--
2006
15.26%
--
2005
3.77%
--
2004
1.31%
--
2003
4.33%
--
2002
-12.51%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.45% 1.79% 4.16% 2.31%
2023 3.27% -0.26% -1.27% 5.87%
2022 -7.11% -10.76% -1.01% 6.15%
2021 0.80% 2.93% 0.50% 3.26%
2020 -10.46% 9.36% 2.53% 5.46%
2019 6.05% 1.21% 0.82% 3.90%
2018 1.20% 0.16% 0.37% -4.63%
2017 3.53% 0.70% -0.28% 4.05%
2016 -5.25% -0.54% 4.01% -0.20%
2015 9.63% -2.31% -0.20% 5.83%

2014 4.75% -0.76% 1.37% 3.83%
2013 6.29% 2.47% 1.81% 6.86%
2012 4.01% -0.10% 0.39% 2.40%
2011 -1.17% -0.49% -1.68% 0.40%
2010 -1.78% -5.72% 7.14% 2.09%
2009 -2.15% 8.44% 6.29% 1.71%
2008 -1.60% -2.01% -11.72% -2.21%
2007 0.99% -1.87% -3.82% 0.38%
2006 5.50% -4.53% 1.96% 12.23%
2005 -0.97% 1.31% 1.07% 2.34%
2004 3.38% 0.32% -6.42% 4.39%
2003 -9.34% 4.90% 3.71% 5.77%
2002 1.53% -9.42% -8.80% 4.31%

Rank in Category (By Total Return)

YTD 13
1-Month 13
3-Month 27
1-Year 30
3-Year 73
5-Year 82

Load Adjusted Returns

1-Year 19.59%
3-Year 5.21%
5-Year 5.09%
10-Year 4.52%

Performance & Risk

YTD Return 2.62%
5y Average Return 4.35%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category --
Fund Family CI Investments Inc
Net Assets 2.43M
YTD Return 3.74%
Yield 0.00%
Morningstar Rating
Inception Date Dec 03, 2001

Fund Summary

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