Toronto - Delayed Quote CAD

Sun MFS US Value - Pro Ser O (0P00015IYS.TO)

20.21 -0.02 (-0.08%)
At close: August 22 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 14.92%
5y Average Return 8.94%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Aug 22, 2024) 22.19%
Worst 1Y Total Return (Aug 22, 2024) --
Best 3Y Total Return 22.19%
Worst 3Y Total Return 4.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00015IYS.TO
Category
YTD
16.35%
0.00%
1-Month
6.08%
0.00%
3-Month
7.19%
0.00%
1-Year
19.43%
0.00%
3-Year
8.50%
0.00%
5-Year
9.03%
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
0P00015IYS.TO
Category
2024
--
--
2023
3.38%
--
2022
-1.00%
--
2021
22.19%
--
2020
0.38%
--
2019
21.29%
--
2018
-3.61%
--
2017
8.18%
--

2016
8.67%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.29% -1.44% -- --
2023 -1.94% 0.80% -1.62% 6.31%
2022 -5.09% -7.47% 1.16% 11.44%
2021 6.69% 3.63% 2.49% 7.82%
2020 -16.71% 8.76% 3.59% 6.97%
2019 9.98% 2.21% 3.33% 4.43%
2018 -0.78% 0.98% 3.44% -6.99%
2017 3.77% 1.09% -1.45% 4.64%
2016 -4.89% 4.50% 3.12% 6.02%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 19.43%
3-Year 8.50%
5-Year 9.03%
10-Year --

Performance & Risk

YTD Return 14.92%
5y Average Return 8.94%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Sun Life Assurance Company Of Canada
Net Assets 66.43M
YTD Return 16.35%
Yield 0.00%
Morningstar Rating --
Inception Date Nov 09, 2015

Fund Summary

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