Toronto - Delayed Quote CAD

Sun Life Milestone 2035 A (0P0000PYCQ.TO)

16.14
-0.04
(-0.25%)
At close: January 21 at 7:00:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 0.39%
5y Average Return 0.54%
Number of Years Up 12
Number of Years Down 2
Best 1Y Total Return (Jan 22, 2025) 15.67%
Worst 1Y Total Return (Jan 22, 2025) --
Best 3Y Total Return 15.67%
Worst 3Y Total Return -3.98%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000PYCQ.TO
Category
YTD
8.82%
0.00%
1-Month
2.79%
0.00%
3-Month
3.33%
0.00%
1-Year
8.82%
0.00%
3-Year
-1.40%
0.00%
5-Year
1.04%
0.00%
10-Year
2.55%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000PYCQ.TO
Category
2024
8.82%
--
2023
8.31%
--
2022
-18.67%
--
2021
0.51%
--
2020
9.31%
--
2019
13.68%
--
2018
-4.45%
--
2017
10.22%
--

2016
1.24%
--
2015
0.82%
--
2014
15.67%
--
2013
3.36%
--
2012
7.71%
--
2011
5.60%
--
2010
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.52% 0.45% 5.39% 3.33%
2023 5.11% -0.43% -7.11% 11.41%
2022 -9.51% -10.81% -0.30% 1.07%
2021 -7.86% 3.18% -1.19% 6.99%
2020 -2.10% 9.22% 1.01% 1.21%
2019 8.52% 3.49% 1.68% -0.45%
2018 -1.19% 1.01% -0.34% -3.94%
2017 2.95% 3.43% -1.95% 5.57%
2016 0.12% 3.74% 2.85% -5.22%
2015 6.20% -4.69% -3.46% 3.17%

2014 2.98% 4.57% 2.18% 5.12%
2013 2.50% -3.38% 1.08% 3.25%
2012 2.67% 1.46% 2.75% 0.63%
2011 -0.26% 0.57% -1.40% 6.78%
2010 0.97% -- -- --

Rank in Category (By Total Return)

YTD 100
1-Month 1
3-Month 17
1-Year 100
3-Year 100
5-Year 100

Load Adjusted Returns

1-Year 8.82%
3-Year -1.40%
5-Year 1.04%
10-Year 2.55%

Performance & Risk

YTD Return 0.39%
5y Average Return 0.54%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category --
Fund Family SLGI Asset Management Inc
Net Assets 40.4M
YTD Return 8.82%
Yield 4.47%
Morningstar Rating
Inception Date Oct 01, 2010

Fund Summary

null

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