UK markets open in 1 hour 12 minutes

SunWise Essntl Port Sel 30i70eMgt Inc (0P0000Q3DG.TO)

Toronto - Toronto Delayed price. Currency in CAD
Add to watchlist
20.68+0.05 (+0.23%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.53%
5-year average return5.06%
Number of years up10
Number of years down3
Best 1-yr total return (20 May 2024)20.37%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return20.37%
Worst 3-yr total return0.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000Q3DG.TOCategory
YTD4.49%0.00%
1-month-1.37%0.00%
3-month3.54%0.00%
1-year8.90%0.00%
3-year2.94%0.00%
5-year4.13%0.00%
10-year4.03%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000Q3DG.TOCategory
2024
N/AN/A
2023
10.01%N/A
2022
-11.28%N/A
2021
12.19%N/A
2020
2.26%N/A
2019
14.56%N/A
2018
-6.83%N/A
2017
6.48%N/A
2016
4.86%N/A
2015
2.34%N/A
2014
7.32%N/A
2013
20.37%N/A
2012
9.33%N/A
2011
-3.86%N/A
2010
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.94%N/AN/AN/A
20234.42%1.04%-1.75%6.13%
2022-4.73%-11.17%-0.64%5.50%
20212.64%5.15%0.65%3.27%
2020-17.26%11.10%4.30%6.67%
20196.91%1.84%0.98%4.19%
2018-1.66%0.98%0.47%-6.62%
20172.91%0.39%0.30%2.76%
2016-2.01%1.06%4.41%1.41%
20155.47%-1.14%-4.36%2.64%
20143.20%1.62%0.73%1.59%
20136.70%2.15%3.70%6.49%
20126.42%-2.26%2.31%2.73%
20112.60%-1.13%-8.94%4.07%
20103.70%N/AN/AN/A

Rank in category (by total return)

YTD42
1-month10
3-month51
1-year39
3-year42
5-year62

Load adjusted returns

1-year8.90%
3-year2.94%
5-year4.13%
10-year4.03%