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Sun MFS Glob Ttl Rtn-LTA Ser A (0P00015IW4.TO)

Toronto - Toronto Delayed price. Currency in CAD
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12.78+0.09 (+0.69%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.74%
5-year average return3.18%
Number of years up6
Number of years down2
Best 1-yr total return (30 May 2024)11.63%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return11.63%
Worst 3-yr total return0.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00015IW4.TOCategory
YTD2.64%0.00%
1-month-2.31%0.00%
3-month2.57%0.00%
1-year4.29%0.00%
3-year1.10%0.00%
5-year2.29%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00015IW4.TOCategory
2024
N/AN/A
2023
5.22%N/A
2022
-7.72%N/A
2021
5.12%N/A
2020
3.20%N/A
2019
11.63%N/A
2018
-4.76%N/A
2017
4.93%N/A
2016
0.52%N/A
2015
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.08%N/AN/AN/A
20231.94%-0.18%-2.37%5.91%
2022-5.14%-7.57%-2.02%7.42%
20211.05%1.48%0.07%2.44%
2020-9.47%6.80%1.57%5.08%
20195.84%1.29%1.82%2.27%
2018-0.52%-0.87%0.65%-4.04%
20172.48%1.07%-0.77%2.08%
2016-2.47%1.88%1.97%-0.80%
2015-0.77%4.47%N/AN/A

Rank in category (by total return)

YTD50
1-month85
3-month33
1-year84
3-year68
5-year82

Load adjusted returns

1-year4.29%
3-year1.10%
5-year2.29%
10-yearN/A