Toronto - Delayed Quote CAD

SunWise 2001 Bond Index 75/75 (0P0000KRZE.TO)

16.75 -0.08 (-0.47%)
At close: October 3 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.75%
5y Average Return -1.59%
Number of Years Up 17
Number of Years Down 5
Best 1Y Total Return (Oct 3, 2024) 7.76%
Worst 1Y Total Return (Oct 3, 2024) --
Best 3Y Total Return 7.76%
Worst 3Y Total Return -4.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000KRZE.TO
Category
YTD
0.93%
0.00%
1-Month
0.03%
0.00%
3-Month
3.18%
0.00%
1-Year
5.75%
0.00%
3-Year
-3.07%
0.00%
5-Year
-1.78%
0.00%
10-Year
0.12%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000KRZE.TO
Category
2024
--
--
2023
4.63%
--
2022
-13.28%
--
2021
-4.39%
--
2020
6.50%
--
2019
5.19%
--
2018
-0.40%
--
2017
0.67%
--

2016
-0.30%
--
2015
1.68%
--
2014
6.86%
--
2013
-3.05%
--
2012
1.58%
--
2011
7.76%
--
2010
4.78%
--
2009
3.47%
--
2008
4.96%
--
2007
2.22%
--
2006
2.52%
--
2005
4.85%
--
2004
6.14%
--
2003
3.85%
--
2002
5.57%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.70% 0.38% -- --
2023 2.75% -1.12% -4.44% 7.77%
2022 -7.36% -6.07% 0.06% -0.39%
2021 -5.52% 1.16% -0.98% 1.02%
2020 1.34% 5.08% -0.10% 0.12%
2019 3.39% 2.03% 0.71% -0.99%
2018 -0.37% 0.04% -1.42% 1.37%
2017 0.77% 0.71% -2.32% 1.55%
2016 0.94% 2.05% 0.74% -3.92%
2015 3.72% -2.20% -0.30% 0.53%

2014 2.31% 1.50% 0.62% 2.27%
2013 0.25% -2.79% -0.38% -0.13%
2012 -0.69% 1.78% 0.75% -0.25%
2011 -0.75% 2.06% 4.70% 1.60%
2010 0.78% 2.41% 2.63% -1.08%
2009 0.96% 0.73% 2.39% -0.64%
2008 2.56% -0.98% -0.76% 4.15%
2007 0.55% -1.97% 1.29% 2.38%
2006 -0.81% -1.39% 4.48% 0.32%
2005 0.77% 4.05% -0.24% 0.24%
2004 2.62% -1.76% 2.60% 2.62%
2003 -1.22% 4.46% 0.18% 0.45%
2002 -2.48% 2.67% 3.62% 1.74%

Rank in Category (By Total Return)

YTD 88
1-Month 96
3-Month 94
1-Year 87
3-Year 75
5-Year 80

Load Adjusted Returns

1-Year 5.75%
3-Year -3.07%
5-Year -1.78%
10-Year 0.12%

Performance & Risk

YTD Return 1.75%
5y Average Return -1.59%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category --
Fund Family CI Investments Inc
Net Assets 987.3k
YTD Return 0.93%
Yield 0.00%
Morningstar Rating
Inception Date Dec 03, 2001

Fund Summary

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