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Toronto - Delayed Quote CAD

SunWise Essntl Fdty TrueNorth Seg (0P0000Q3CX.TO)

25.59
-0.00
(-0.00%)
At close: April 30 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.59%
5y Average Return 10.82%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Apr 30, 2025) 21.38%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 21.38%
Worst 3Y Total Return 1.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000Q3CX.TO
Category
YTD
0.68%
0.00%
1-Month
-1.78%
0.00%
3-Month
0.68%
0.00%
1-Year
9.49%
0.00%
3-Year
5.03%
0.00%
5-Year
12.57%
0.00%
10-Year
5.87%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000Q3CX.TO
Category
2024
14.67%
--
2023
8.68%
--
2022
-6.65%
--
2021
21.38%
--
2020
8.51%
--
2019
15.72%
--
2018
-6.26%
--
2017
3.46%
--

2016
8.68%
--
2015
-3.30%
--
2014
11.97%
--
2013
20.76%
--
2012
6.84%
--
2011
-9.47%
--
2010
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.44% -0.05% 6.03% 2.62%
2023 3.53% 0.78% -1.91% 6.19%
2022 1.09% -11.81% -0.60% 5.34%
2021 5.96% 7.55% 1.17% 5.29%
2020 -14.66% 13.51% 3.48% 8.24%
2019 9.32% 1.62% 2.94% 1.18%
2018 -3.68% 5.84% -1.32% -6.81%
2017 0.20% -0.27% 0.78% 2.73%
2016 1.56% 1.75% 3.52% 1.60%
2015 2.87% -1.95% -3.91% -0.22%

2014 3.86% 3.63% 0.52% 3.49%
2013 5.33% 2.39% 4.86% 6.78%
2012 3.63% -3.00% 4.12% 2.08%
2011 4.60% -5.83% -10.10% 2.22%
2010 6.60% -- -- --

Rank in Category (By Total Return)

YTD 55
1-Month 52
3-Month 55
1-Year 71
3-Year 54
5-Year 70

Load Adjusted Returns

1-Year 9.49%
3-Year 5.03%
5-Year 12.57%
10-Year 5.87%

Performance & Risk

YTD Return 1.59%
5y Average Return 10.82%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Fund Overview

Category --
Fund Family CI Investments Inc
Net Assets 1.02M
YTD Return 0.68%
Yield 0.00%
Morningstar Rating
Inception Date Sep 16, 2010

Fund Summary

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