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SunWise II 2001 CI Div Inc & Gro 100/100 (0P0000KS05.TO)

Toronto - Toronto Delayed price. Currency in CAD
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35.75+0.21 (+0.58%)
As of 04:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.78%
5-year average return8.69%
Number of years up14
Number of years down6
Best 1-yr total return (30 May 2024)31.25%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return31.25%
Worst 3-yr total return1.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000KS05.TOCategory
YTD8.07%0.00%
1-month-1.00%0.00%
3-month5.26%0.00%
1-year10.84%0.00%
3-year6.96%0.00%
5-year7.28%0.00%
10-year5.70%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000KS05.TOCategory
2024
N/AN/A
2023
5.78%N/A
2022
-4.30%N/A
2021
24.22%N/A
2020
2.35%N/A
2019
12.20%N/A
2018
-8.98%N/A
2017
8.66%N/A
2016
9.18%N/A
2015
-1.94%N/A
2014
10.70%N/A
2013
14.33%N/A
2012
9.23%N/A
2011
-1.55%N/A
2010
8.61%N/A
2009
31.25%N/A
2008
-23.43%N/A
2007
-5.71%N/A
2006
10.16%N/A
2005
10.95%N/A
2004
9.21%N/A
2003
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.17%N/AN/AN/A
20230.68%0.37%-1.13%5.87%
20222.46%-9.12%-3.98%7.02%
20218.79%5.55%1.22%6.88%
2020-20.33%10.29%5.81%10.08%
20197.19%0.03%0.34%4.29%
2018-2.05%1.28%1.00%-9.16%
20173.58%-0.38%1.56%3.69%
2016-1.21%2.84%3.61%3.72%
20153.46%-2.06%-6.59%3.60%
20143.88%2.73%1.43%2.28%
20135.94%-0.57%2.79%5.59%
20124.85%-2.06%3.32%2.96%
20113.87%-0.56%-8.30%3.95%
20103.01%-5.23%6.53%4.44%
2009-2.48%17.72%11.77%2.29%
2008-2.60%-2.10%-4.13%-16.24%
20070.73%-1.32%-1.20%-3.99%
20063.51%-1.69%2.95%5.16%
20051.78%1.75%5.95%1.11%
20042.30%-0.52%2.44%4.76%
20034.11%2.02%6.51%N/A

Rank in category (by total return)

YTD4
1-month4
3-month5
1-year16
3-year2
5-year6

Load adjusted returns

1-year10.84%
3-year6.96%
5-year7.28%
10-year5.70%