Toronto - Delayed Quote • CAD
Sun MFS Div Inc - Est Ser F (0P00015IKR.TO)
At close: August 23 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 9.24% |
| 5y Average Return | 7.69% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Aug 22, 2024) | 21.56% |
| Worst 1Y Total Return (Aug 22, 2024) | -- |
| Best 3Y Total Return | 21.56% |
| Worst 3Y Total Return | 1.17% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00015IKR.TO
Category
- YTD
- 9.52%
- 0.00%
- 1-Month
- 3.79%
- 0.00%
- 3-Month
- 6.06%
- 0.00%
- 1-Year
- 13.85%
- 0.00%
- 3-Year
- 7.28%
- 0.00%
- 5-Year
- 7.18%
- 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
0P00015IKR.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.88% | 0.61% | -- | -- |
| 2023 | 1.97% | -0.84% | -1.31% | 6.78% |
| 2022 | 4.94% | -8.72% | -0.89% | 6.05% |
| 2021 | 8.94% | 5.35% | -0.85% | 6.84% |
| 2020 | -20.14% | 7.99% | 1.32% | 8.15% |
| 2019 | 12.00% | 2.11% | 0.88% | 3.15% |
| 2018 | -4.00% | 4.71% | -1.50% | -6.99% |
| 2017 | 1.44% | -1.07% | 3.21% | 2.91% |
| 2016 | 2.24% | 3.31% | 4.61% | 5.30% |
| 2015 | -6.74% | -1.88% | -- | -- |
Rank in Category (By Total Return)
| YTD | 24 |
| 1-Month | 16 |
| 3-Month | 27 |
| 1-Year | 15 |
| 3-Year | -- |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 13.85% |
| 3-Year | 7.28% |
| 5-Year | 7.18% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 9.24% |
| 5y Average Return | 7.69% |
| Rank in Category (ytd) | 24 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | -- |
| Fund Family | Sun Life Assurance Company Of Canada |
| Net Assets | 113.52M |
| YTD Return | 9.52% |
| Yield | 0.00% |
| Morningstar Rating | -- |
| Inception Date | Nov 09, 2015 |
Fund Summary
Fund Summary Information Not Available
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