Toronto - Delayed Quote CAD

Sun MFS Cdn Eq Gro - Est Ser A (0P00015IKH.TO)

16.65 +0.16 (+0.98%)
At close: August 23 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.54%
5y Average Return 6.81%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Aug 22, 2024) 19.21%
Worst 1Y Total Return (Aug 22, 2024) --
Best 3Y Total Return 19.21%
Worst 3Y Total Return 2.97%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00015IKH.TO
Category
YTD
10.36%
0.00%
1-Month
6.06%
0.00%
3-Month
6.77%
0.00%
1-Year
12.87%
0.00%
3-Year
3.54%
0.00%
5-Year
6.85%
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
0P00015IKH.TO
Category
2024
--
--
2023
8.02%
--
2022
-10.40%
--
2021
16.75%
--
2020
7.54%
--
2019
19.21%
--
2018
-6.35%
--
2017
9.63%
--

2016
6.35%
--
2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.76% -1.61% -- --
2023 4.07% 0.07% -3.29% 7.24%
2022 -1.77% -12.57% -1.29% 5.69%
2021 3.47% 7.10% -0.30% 5.67%
2020 -15.80% 14.69% 4.97% 6.09%
2019 11.34% 3.10% 1.07% 2.75%
2018 -2.21% 6.52% -0.53% -9.62%
2017 2.61% 1.06% 1.53% 4.13%
2016 -3.41% 1.81% 5.48% 2.52%
2015 -3.23% 0.79% -- --

Rank in Category (By Total Return)

YTD 64
1-Month 20
3-Month 52
1-Year 69
3-Year 94
5-Year 79

Load Adjusted Returns

1-Year 12.87%
3-Year 3.54%
5-Year 6.85%
10-Year --

Performance & Risk

YTD Return 9.54%
5y Average Return 6.81%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sun Life Assurance Company Of Canada
Net Assets 71.63M
YTD Return 10.36%
Yield 0.00%
Morningstar Rating
Inception Date May 04, 2015

Fund Summary

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