Toronto - Delayed Quote • CAD
Sun MFS US Value - Est Ser O (0P00015ILV.TO)
At close: August 23 at 4:00 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 15.58% |
5y Average Return | 10.02% |
Number of Years Up | 6 |
Number of Years Down | 2 |
Best 1Y Total Return (Aug 22, 2024) | 23.32% |
Worst 1Y Total Return (Aug 22, 2024) | -- |
Best 3Y Total Return | 23.32% |
Worst 3Y Total Return | 5.19% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00015ILV.TO
Category
- YTD
- 16.96%
- 0.00%
- 1-Month
- 6.16%
- 0.00%
- 3-Month
- 7.43%
- 0.00%
- 1-Year
- 20.50%
- 0.00%
- 3-Year
- 9.49%
- 0.00%
- 5-Year
- 10.11%
- 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
0P00015ILV.TO
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 11.53% | -1.22% | -- | -- |
2023 | -1.72% | 1.03% | -1.39% | 6.54% |
2022 | -4.88% | -7.26% | 1.39% | 11.69% |
2021 | 6.94% | 3.87% | 2.73% | 8.07% |
2020 | -16.53% | 9.46% | 3.82% | 7.21% |
2019 | 10.11% | 2.42% | 3.54% | 4.64% |
2018 | -0.56% | 1.21% | 3.66% | -6.79% |
2017 | 4.01% | 1.32% | -1.23% | 4.89% |
2016 | -4.68% | 4.73% | 3.36% | 6.26% |
Rank in Category (By Total Return)
Rank in Category (By Total Return) Information Not Available
Load Adjusted Returns
1-Year | 20.50% |
3-Year | 9.49% |
5-Year | 10.11% |
10-Year | -- |
Performance & Risk
YTD Return | 15.58% |
5y Average Return | 10.02% |
Rank in Category (ytd) | -- |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.72 |
Morningstar Risk Rating | -- |
Fund Overview
Category | -- |
Fund Family | Sun Life Assurance Company Of Canada |
Net Assets | 66.43M |
YTD Return | 16.96% |
Yield | 0.00% |
Morningstar Rating | -- |
Inception Date | Nov 09, 2015 |
Fund Summary
Fund Summary Information Not Available
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