Toronto - Delayed Quote CAD

Sun MFS Intl Gro Bun-LTA Ser A (0P00015IWC.TO)

13.54 -0.05 (-0.39%)
At close: August 22 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.19%
5y Average Return 3.30%
Number of Years Up 5
Number of Years Down 3
Best 1Y Total Return (Aug 22, 2024) 13.92%
Worst 1Y Total Return (Aug 22, 2024) --
Best 3Y Total Return 13.92%
Worst 3Y Total Return -1.61%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00015IWC.TO
Category
YTD
8.22%
0.00%
1-Month
2.71%
0.00%
3-Month
6.20%
0.00%
1-Year
8.11%
0.00%
3-Year
0.33%
0.00%
5-Year
3.02%
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
0P00015IWC.TO
Category
2024
--
--
2023
7.52%
--
2022
-13.52%
--
2021
2.44%
--
2020
7.99%
--
2019
13.39%
--
2018
-3.97%
--
2017
13.92%
--

2016
-4.03%
--
2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.25% 1.06% -- --
2023 7.03% -0.46% -6.11% 7.49%
2022 -9.45% -9.78% -2.14% 8.16%
2021 -2.11% 3.63% -1.89% 2.94%
2020 -9.33% 9.61% 3.64% 4.84%
2019 7.79% 2.02% -0.79% 3.94%
2018 0.27% 2.35% -0.90% -5.58%
2017 4.73% 4.94% -0.53% 4.21%
2016 -4.98% 0.66% 4.97% -4.40%
2015 -3.06% 5.22% -- --

Rank in Category (By Total Return)

YTD 93
1-Month 71
3-Month 31
1-Year 96
3-Year 87
5-Year 89

Load Adjusted Returns

1-Year 8.11%
3-Year 0.33%
5-Year 3.02%
10-Year --

Performance & Risk

YTD Return 9.19%
5y Average Return 3.30%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sun Life Assurance Company Of Canada
Net Assets 11.4M
YTD Return 8.22%
Yield 0.00%
Morningstar Rating
Inception Date Nov 09, 2015

Fund Summary

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