Toronto - Delayed Quote CAD

Sun Fiera Glob Eq - Inv Ser A (0P00015IPC.TO)

25.42 -0.10 (-0.41%)
At close: August 22 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 13.14%
5y Average Return 10.69%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Aug 22, 2024) 23.89%
Worst 1Y Total Return (Aug 22, 2024) --
Best 3Y Total Return 23.89%
Worst 3Y Total Return 6.04%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00015IPC.TO
Category
YTD
13.77%
0.00%
1-Month
1.75%
0.00%
3-Month
7.59%
0.00%
1-Year
16.09%
0.00%
3-Year
5.71%
0.00%
5-Year
10.64%
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
0P00015IPC.TO
Category
2024
--
--
2023
14.07%
--
2022
-14.48%
--
2021
22.23%
--
2020
14.91%
--
2019
23.89%
--
2018
2.21%
--
2017
19.78%
--

2016
-0.37%
--
2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.56% 2.06% -- --
2023 7.34% 2.73% -3.57% 7.28%
2022 -11.34% -11.52% -0.93% 10.04%
2021 0.37% 8.27% 2.49% 9.75%
2020 -9.67% 10.37% 8.75% 5.98%
2019 12.19% 3.14% 0.82% 6.20%
2018 2.34% 2.47% 3.76% -6.07%
2017 8.80% 2.91% 0.92% 6.01%
2016 -5.65% 1.35% 4.85% -0.63%
2015 -1.23% 8.93% -- --

Rank in Category (By Total Return)

YTD 48
1-Month 65
3-Month 23
1-Year 47
3-Year 34
5-Year 4

Load Adjusted Returns

1-Year 16.09%
3-Year 5.71%
5-Year 10.64%
10-Year --

Performance & Risk

YTD Return 13.14%
5y Average Return 10.69%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sun Life Assurance Company Of Canada
Net Assets 65.8M
YTD Return 13.77%
Yield 0.00%
Morningstar Rating
Inception Date May 04, 2015

Fund Summary

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