Toronto - Free Realtime Quote CAD

Sun BR Cdn Eq - Protect Sr O (0P00015IXO.TO)

20.30 -0.12 (-0.60%)
As of August 22 at 4:00 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 12.25%
5y Average Return 9.55%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Aug 22, 2024) 21.40%
Worst 1Y Total Return (Aug 22, 2024) --
Best 3Y Total Return 21.40%
Worst 3Y Total Return 4.80%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00015IXO.TO
Category
YTD
12.29%
0.00%
1-Month
4.02%
0.00%
3-Month
7.38%
0.00%
1-Year
15.01%
0.00%
3-Year
6.00%
0.00%
5-Year
9.38%
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
0P00015IXO.TO
Category
2024
--
--
2023
13.39%
--
2022
-11.20%
--
2021
21.40%
--
2020
7.79%
--
2019
21.38%
--
2018
-8.07%
--
2017
10.35%
--

2016
13.48%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.23% 0.68% -- --
2023 5.96% 2.29% -3.08% 7.95%
2022 -0.40% -13.45% -2.56% 5.73%
2021 6.06% 7.49% -0.15% 6.64%
2020 -18.14% 15.88% 5.03% 8.19%
2019 12.18% 1.86% 1.88% 4.27%
2018 -3.16% 5.26% 0.92% -10.64%
2017 3.66% -0.53% 2.64% 4.26%
2016 1.50% 3.41% 5.11% 2.86%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 15.01%
3-Year 6.00%
5-Year 9.38%
10-Year --

Performance & Risk

YTD Return 12.25%
5y Average Return 9.55%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Sun Life Assurance Company Of Canada
Net Assets 29.58M
YTD Return 12.29%
Yield 0.00%
Morningstar Rating --
Inception Date Nov 09, 2015

Fund Summary

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