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SunWise Elite Dynamic Glbl Value (SUNWISEELDYN.TO)

YHD - YHD Delayed price. Currency in CAD
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9.05+0.01 (+0.11%)
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 down3
Best 1-yr total return (Invalid Date)44.17%
Worst 1-yr total return (Invalid Date)-44.50%
Best 3-yr total return44.17%
Worst 3-yr total return-4.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSUNWISEELDYN.TOCategory
YTD-12.45%5.08%
1-month-3.43%1.34%
3-month-3.76%5.08%
1-year-15.18%14.16%
3-year1.55%8.81%
5-year0.24%12.06%
10-year0.00%4.45%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
SUNWISEELDYN.TOCategory
2018
N/AN/A
2017
12.27%N/A
2016
-5.08%N/A
2015
4.22%11.85%
2014
-2.53%9.94%
2013
25.70%28.57%
2012
18.34%11.96%
2011
-24.94%-6.72%
2010
7.87%6.83%
2009
44.17%16.36%
2008
-44.50%-29.63%
2007
N/A-5.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20181.63%-1.86%-0.77%N/A
20178.31%-1.41%-0.08%5.23%
2016-9.34%-1.03%10.17%-3.99%
20159.19%-0.50%-9.25%5.70%
20142.85%-3.38%-2.55%0.65%
20135.70%0.00%5.26%12.98%
201210.03%-7.12%4.60%10.70%
2011-3.76%-2.44%-21.05%1.27%
20102.28%-8.06%14.71%0.00%
2009-0.29%22.02%13.53%4.37%
2008-8.32%-3.03%-24.27%-17.56%
2007-2.55%0.16%N/AN/A

Rank in category (by total return)

YTD96
1-month99
3-month54
1-year98
3-year95
5-year98

Load adjusted returns

1-year-15.18%
3-year1.55%
5-year0.24%
10-yearN/A