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SunWise Fidelity True North 100% (0P000071JD.TO)

Toronto - Toronto Delayed price. Currency in CAD
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49.57+0.27 (+0.54%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.10%
5-year average return7.52%
Number of years up18
Number of years down7
Best 1-yr total return (29 May 2024)28.60%
Worst 1-yr total return (29 May 2024)N/A
Best 3-yr total return28.60%
Worst 3-yr total return1.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000071JD.TOCategory
YTD3.34%0.00%
1-month-1.88%0.00%
3-month2.56%0.00%
1-year5.87%0.00%
3-year4.82%0.00%
5-year7.00%0.00%
10-year5.09%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000071JD.TOCategory
2024
N/AN/A
2023
8.06%N/A
2022
-7.11%N/A
2021
20.88%N/A
2020
7.86%N/A
2019
15.08%N/A
2018
-6.80%N/A
2017
2.98%N/A
2016
8.01%N/A
2015
-3.64%N/A
2014
11.41%N/A
2013
20.15%N/A
2012
6.36%N/A
2011
-9.72%N/A
2010
10.71%N/A
2009
28.60%N/A
2008
-35.31%N/A
2007
11.07%N/A
2006
15.95%N/A
2005
21.87%N/A
2004
13.07%N/A
2003
19.55%N/A
2002
-14.26%N/A
2001
-3.41%N/A
2000
15.11%N/A
1999
28.35%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.32%N/AN/AN/A
20233.29%0.66%-1.97%6.03%
20220.95%-11.95%-0.67%5.21%
20215.90%7.41%1.04%5.18%
2020-14.81%13.34%3.42%8.02%
20199.19%1.47%2.79%1.04%
2018-3.82%5.69%-1.44%-6.97%
20170.12%-0.37%0.63%2.59%
20161.39%1.60%3.37%1.43%
20152.87%-2.05%-4.05%-0.33%
20143.73%3.49%0.40%3.36%
20135.21%2.23%4.68%6.71%
20123.54%-3.11%3.98%1.96%
20114.47%-5.81%-10.25%2.23%
20101.59%-6.61%7.61%8.45%
2009-0.58%16.15%8.49%2.66%
2008-4.80%10.51%-20.21%-22.94%
20072.77%6.12%2.12%-0.26%
20066.86%-5.96%4.84%10.06%
20054.98%1.75%11.71%2.14%
20044.76%-0.96%1.68%7.18%
2003-4.09%8.27%4.09%10.60%
20022.78%-7.01%-12.00%1.94%
2001-8.04%4.37%-10.47%12.40%
20008.39%4.89%5.46%-3.99%
19995.21%4.06%-3.35%21.30%

Rank in category (by total return)

YTD73
1-month28
3-month77
1-year57
3-year71
5-year41

Load adjusted returns

1-year5.87%
3-year4.82%
5-year7.00%
10-year5.09%