Toronto - Delayed Quote CAD

Sun Strat Inc Fd - Inc Ser F (0P00015INE.TO)

10.37 -0.05 (-0.47%)
At close: August 22 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.58%
5y Average Return -1.50%
Number of Years Up 5
Number of Years Down 3
Best 1Y Total Return (Aug 22, 2024) 8.53%
Worst 1Y Total Return (Aug 22, 2024) --
Best 3Y Total Return 8.53%
Worst 3Y Total Return -5.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00015INE.TO
Category
YTD
0.46%
0.00%
1-Month
2.41%
0.00%
3-Month
5.63%
0.00%
1-Year
5.75%
0.00%
3-Year
-3.63%
0.00%
5-Year
-1.50%
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
0P00015INE.TO
Category
2024
--
--
2023
6.67%
--
2022
-16.28%
--
2021
-4.50%
--
2020
8.53%
--
2019
7.69%
--
2018
-0.53%
--
2017
3.02%
--

2016
2.20%
--
2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.97% 0.07% -- --
2023 2.70% -0.15% -5.32% 9.87%
2022 -9.11% -7.73% -0.71% 0.54%
2021 -7.45% 2.22% -0.88% 1.85%
2020 -1.91% 8.41% 0.73% 1.32%
2019 4.84% 2.88% 1.17% -1.32%
2018 -0.42% -0.18% -1.20% 1.29%
2017 1.19% 1.72% -2.50% 2.65%
2016 1.71% 3.53% 1.79% -4.65%
2015 -1.40% 0.31% -- --

Rank in Category (By Total Return)

YTD 95
1-Month 15
3-Month 5
1-Year 68
3-Year 92
5-Year 81

Load Adjusted Returns

1-Year 5.75%
3-Year -3.63%
5-Year -1.50%
10-Year --

Performance & Risk

YTD Return 1.58%
5y Average Return -1.50%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sun Life Assurance Company Of Canada
Net Assets 337.14M
YTD Return 0.46%
Yield 0.00%
Morningstar Rating
Inception Date May 04, 2015

Fund Summary

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