Toronto - Delayed Quote CAD

Sun PH&N ST Bd & Mort-LTA Sr F (0P00015IWY.TO)

9.75 -0.01 (-0.13%)
At close: August 22 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.05%
5y Average Return -0.10%
Number of Years Up 3
Number of Years Down 5
Best 1Y Total Return (Aug 22, 2024) 4.00%
Worst 1Y Total Return (Aug 22, 2024) --
Best 3Y Total Return 4.00%
Worst 3Y Total Return -1.90%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00015IWY.TO
Category
YTD
1.64%
0.00%
1-Month
1.30%
0.00%
3-Month
2.54%
0.00%
1-Year
4.76%
0.00%
3-Year
-0.89%
0.00%
5-Year
-0.14%
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
0P00015IWY.TO
Category
2024
--
--
2023
3.07%
--
2022
-5.63%
--
2021
-2.95%
--
2020
4.00%
--
2019
0.76%
--
2018
-0.43%
--
2017
-1.70%
--

2016
-0.75%
--
2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.30% 0.63% -- --
2023 1.42% -1.14% -0.81% 3.64%
2022 -3.27% -2.05% -0.66% 0.26%
2021 -1.23% -0.40% -0.43% -0.92%
2020 0.98% 2.43% 0.49% 0.06%
2019 1.05% 0.41% -0.25% -0.45%
2018 -0.33% -0.22% -0.59% 0.71%
2017 0.20% -0.78% -0.96% -0.17%
2016 0.13% 0.32% -0.02% -1.17%
2015 -0.53% -0.13% -- --

Rank in Category (By Total Return)

YTD 91
1-Month 85
3-Month 95
1-Year 97
3-Year 80
5-Year 87

Load Adjusted Returns

1-Year 4.76%
3-Year -0.89%
5-Year -0.14%
10-Year --

Performance & Risk

YTD Return 2.05%
5y Average Return -0.10%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sun Life Assurance Company Of Canada
Net Assets 13.26M
YTD Return 1.64%
Yield 0.00%
Morningstar Rating
Inception Date May 04, 2015

Fund Summary

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