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SWESS 2 SL Granite Bal Port Invstmt (0P0000Y2V2.TO)

Toronto - Toronto Delayed price. Currency in CAD
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17.22-0.00 (-0.01%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.52%
5-year average return2.53%
Number of years up9
Number of years down2
Best 1-yr total return (8 May 2024)13.35%
Worst 1-yr total return (8 May 2024)N/A
Best 3-yr total return13.35%
Worst 3-yr total return-0.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000Y2V2.TOCategory
YTD2.01%0.00%
1-month-2.17%0.00%
3-month2.10%0.00%
1-year4.12%0.00%
3-year-0.43%0.00%
5-year1.77%0.00%
10-year3.32%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000Y2V2.TOCategory
2024
N/AN/A
2023
6.72%N/A
2022
-13.55%N/A
2021
7.08%N/A
2020
5.78%N/A
2019
11.88%N/A
2018
-4.02%N/A
2017
6.54%N/A
2016
2.75%N/A
2015
5.74%N/A
2014
8.53%N/A
2013
13.35%N/A
2012
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.27%N/AN/AN/A
20233.33%0.07%-3.59%7.06%
2022-6.20%-10.43%-1.90%4.89%
20210.69%3.52%-0.33%3.07%
2020-11.42%9.10%3.53%5.72%
20197.03%1.48%0.70%2.29%
2018-0.83%2.13%0.03%-5.27%
20172.89%0.49%-0.08%3.12%
2016-1.93%1.74%3.73%-0.72%
20157.00%-2.35%-2.26%3.54%
20143.67%1.32%1.06%2.25%
20134.64%0.09%2.31%5.78%
20121.97%N/AN/AN/A

Rank in category (by total return)

YTD72
1-month72
3-month55
1-year87
3-year94
5-year93

Load adjusted returns

1-year4.12%
3-year-0.43%
5-year1.77%
10-year3.32%