Toronto - Free Realtime Quote CAD

Sun GIF Sol Inv CI Canadian Equity F (0P00015IO7.TO)

20.88 +0.15 (+0.72%)
As of August 23 at 4:00 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 14.83%
5y Average Return 11.03%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Aug 22, 2024) 26.31%
Worst 1Y Total Return (Aug 22, 2024) --
Best 3Y Total Return 26.31%
Worst 3Y Total Return 2.90%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00015IO7.TO
Category
YTD
15.31%
0.00%
1-Month
4.60%
0.00%
3-Month
9.31%
0.00%
1-Year
21.68%
0.00%
3-Year
9.42%
0.00%
5-Year
10.95%
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
0P00015IO7.TO
Category
2024
--
--
2023
26.31%
--
2022
-13.59%
--
2021
25.48%
--
2020
0.50%
--
2019
19.10%
--
2018
-6.67%
--
2017
4.32%
--

2016
16.59%
--
2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.06% 1.08% -- --
2023 10.11% 7.50% -2.08% 8.96%
2022 -3.29% -12.44% -2.78% 4.96%
2021 8.63% 8.26% -0.44% 7.17%
2020 -20.77% 13.51% 4.45% 6.98%
2019 10.15% 1.55% 1.12% 5.29%
2018 -2.07% 2.47% 3.55% -10.19%
2017 1.27% -0.22% 1.36% 1.86%
2016 -0.11% 4.40% 7.32% 4.17%
2015 -2.86% 1.44% -- --

Rank in Category (By Total Return)

YTD 22
1-Month 44
3-Month 5
1-Year 5
3-Year 13
5-Year 11

Load Adjusted Returns

1-Year 21.68%
3-Year 9.42%
5-Year 10.95%
10-Year --

Performance & Risk

YTD Return 14.83%
5y Average Return 11.03%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sun Life Assurance Company Of Canada
Net Assets 24.79M
YTD Return 15.31%
Yield 0.00%
Morningstar Rating
Inception Date May 04, 2015

Fund Summary

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