Toronto - Delayed Quote CAD

Sun GIF Sol Est CI Diversified Yield A (0P00015IHS.TO)

11.88 -0.00 (-0.01%)
At close: May 31 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.44%
5y Average Return 2.52%
Number of Years Up 5
Number of Years Down 3
Best 1Y Total Return (May 31, 2024) 14.61%
Worst 1Y Total Return (May 31, 2024) --
Best 3Y Total Return 14.61%
Worst 3Y Total Return -0.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00015IHS.TO
Category
YTD
0.44%
0.00%
1-Month
0.82%
0.00%
3-Month
0.29%
0.00%
1-Year
7.81%
0.00%
3-Year
1.43%
0.00%
5-Year
2.52%
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
0P00015IHS.TO
Category
2024
--
--
2023
7.36%
--
2022
-10.20%
--
2021
13.55%
--
2020
-2.11%
--
2019
14.61%
--
2018
-5.55%
--
2017
3.03%
--

2016
3.95%
--
2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.09% -- -- --
2023 1.04% 0.51% -1.07% 6.86%
2022 -2.72% -9.29% -1.41% 3.22%
2021 1.90% 5.31% 1.25% 4.50%
2020 -18.66% 10.56% 1.93% 6.78%
2019 8.75% 2.17% 1.78% 1.35%
2018 -4.49% 4.37% 0.59% -5.81%
2017 1.84% 1.43% -1.50% 1.27%
2016 -3.00% 2.57% 3.68% 0.77%
2015 -4.17% 1.15% -- --

Rank in Category (By Total Return)

YTD 100
1-Month 98
3-Month 98
1-Year 81
3-Year 59
5-Year 74

Load Adjusted Returns

1-Year 7.81%
3-Year 1.43%
5-Year 2.52%
10-Year --

Performance & Risk

YTD Return 0.44%
5y Average Return 2.52%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sun Life Assurance Company Of Canada
Net Assets 7.37M
YTD Return 0.44%
Yield 0.00%
Morningstar Rating
Inception Date May 04, 2015

Fund Summary

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