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Sun MFS Glob Ttl Rtn-Inv Ser A (0P00015IQU.TO)

Toronto - Toronto Delayed price. Currency in CAD
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14.49+0.03 (+0.21%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.66%
5-year average return4.51%
Number of years up6
Number of years down2
Best 1-yr total return (29 May 2024)13.25%
Worst 1-yr total return (29 May 2024)N/A
Best 3-yr total return13.25%
Worst 3-yr total return1.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00015IQU.TOCategory
YTD3.15%0.00%
1-month-2.19%0.00%
3-month2.94%0.00%
1-year5.86%0.00%
3-year2.61%0.00%
5-year3.80%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00015IQU.TOCategory
2024
N/AN/A
2023
6.79%N/A
2022
-6.36%N/A
2021
6.72%N/A
2020
4.69%N/A
2019
13.25%N/A
2018
-3.36%N/A
2017
6.43%N/A
2016
1.91%N/A
2015
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.46%N/AN/AN/A
20232.32%0.19%-2.01%6.31%
2022-4.80%-7.23%-1.65%7.81%
20211.42%1.87%0.45%2.83%
2020-9.15%7.19%1.94%5.47%
20196.21%1.65%2.20%2.64%
2018-0.16%-0.51%1.02%-3.68%
20172.83%1.43%-0.41%2.46%
2016-2.14%2.23%2.33%-0.45%
2015-0.36%4.85%N/AN/A

Rank in category (by total return)

YTD34
1-month73
3-month22
1-year54
3-year27
5-year41

Load adjusted returns

1-year5.86%
3-year2.61%
5-year3.80%
10-yearN/A