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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

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up5
Number of years down1
Best 1-yr total return (Invalid Date)34.85%
Worst 1-yr total return (Invalid Date)-5.51%
Best 3-yr total return34.85%
Worst 3-yr total return1.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnF00000PJEG.TOCategory
YTD6.37%5.08%
1-month4.08%1.34%
3-month0.09%5.08%
1-year-0.72%14.16%
3-year6.12%8.81%
5-year7.13%12.06%
10-year0.00%4.45%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
F00000PJEG.TOCategory
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/A11.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-0.49%0.23%1.79%-6.93%
20174.32%2.33%-1.32%4.30%
2016-5.19%2.71%3.37%0.65%
201511.18%-2.54%-0.24%8.74%
20143.72%-0.07%1.73%5.63%
201311.29%6.85%3.08%10.00%
20121.27%N/AN/AN/A

Rank in category (by total return)

YTD68
1-month17
3-month78
1-year55
3-year72
5-year23

Load adjusted returns

1-year-0.72%
3-year6.12%
5-year7.13%
10-yearN/A