Toronto - Delayed Quote CAD

Sun Life Granite Balanced Gr - LTA Ser A (0P00015IV0.TO)

13.99
+0.06
+(0.43%)
At close: February 13 at 3:00:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 2.31%
5y Average Return 2.94%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Feb 14, 2025) 12.53%
Worst 1Y Total Return (Feb 14, 2025) --
Best 3Y Total Return 12.53%
Worst 3Y Total Return -0.70%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00015IV0.TO
Category
YTD
2.78%
0.00%
1-Month
2.78%
0.00%
3-Month
4.18%
0.00%
1-Year
15.47%
0.00%
3-Year
3.14%
0.00%
5-Year
3.54%
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
0P00015IV0.TO
Category
2024
12.29%
--
2023
6.51%
--
2022
-14.10%
--
2021
8.13%
--
2020
5.44%
--
2019
12.53%
--
2018
-5.09%
--
2017
6.61%
--

2016
2.16%
--
2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.99% 0.68% 5.54% 0.65%
2023 3.40% 0.10% -3.74% 6.90%
2022 -6.34% -11.16% -2.15% 5.50%
2021 1.28% 3.70% -0.40% 3.36%
2020 -12.89% 9.66% 3.82% 6.32%
2019 7.61% 1.27% 0.57% 2.68%
2018 -1.03% 2.41% 0.06% -6.41%
2017 2.92% 0.37% -0.13% 3.34%
2016 -2.47% 1.51% 3.94% -0.72%
2015 -2.75% 3.68% -- --

Rank in Category (By Total Return)

YTD 85
1-Month 85
3-Month 87
1-Year 82
3-Year 98
5-Year 97

Load Adjusted Returns

1-Year 15.47%
3-Year 3.14%
5-Year 3.54%
10-Year --

Performance & Risk

YTD Return 2.31%
5y Average Return 2.94%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sun Life Assurance Company Of Canada
Net Assets 351.53M
YTD Return 2.78%
Yield 0.00%
Morningstar Rating
Inception Date May 04, 2015

Fund Summary

null

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