Toronto - Delayed Quote • CAD
Sun MFS Cdn Eq Gro - Est Ser A (0P00015IKH.TO)
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
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
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
Fund Summary Information Not Available
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