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Money
The retirement income gap no-one is talking about
People are living longer than ever before and this can impact how you plan for retirement
SunWise Essential 2 Sun Life MFS McLean Budden Global Value Seg Fund (F00000PJEG.TO)
YHD - YHD Delayed price. Currency in CAD
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20.79
-0.29
(-1.38%)
At close: 06:07PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★★
Year-to-date return
N/A
5-year average return
N/A
Number of years up
5
Number of years down
1
Best 1-yr total return (Invalid Date)
34.85%
Worst 1-yr total return (Invalid Date)
-5.51%
Best 3-yr total return
34.85%
Worst 3-yr total return
1.70%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
F00000PJEG.TO
Category
YTD
6.37%
5.08%
1-month
4.08%
1.34%
3-month
0.09%
5.08%
1-year
-0.72%
14.16%
3-year
6.12%
8.81%
5-year
7.13%
12.06%
10-year
0.00%
4.45%
Last bull market
0.00%
0.00%
Last bear market
0.00%
0.00%
Annual total return (%) history
Year
F00000PJEG.TO
Category
2018
-5.51%
N/A
2017
9.87%
N/A
2016
1.31%
N/A
2015
17.54%
11.85%
2014
11.38%
9.94%
2013
34.85%
28.57%
2012
N/A
11.96%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2018
-0.49%
0.23%
1.79%
-6.93%
2017
4.32%
2.33%
-1.32%
4.30%
2016
-5.19%
2.71%
3.37%
0.65%
2015
11.18%
-2.54%
-0.24%
8.74%
2014
3.72%
-0.07%
1.73%
5.63%
2013
11.29%
6.85%
3.08%
10.00%
2012
1.27%
N/A
N/A
N/A
Rank in category (by total return)
YTD
68
1-month
17
3-month
78
1-year
55
3-year
72
5-year
23
Load adjusted returns
1-year
-0.72%
3-year
6.12%
5-year
7.13%
10-year
N/A
Data disclaimer
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