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SunWise Fidelity True North Full (0P000071MB.TO)

Toronto - Toronto Delayed price. Currency in CAD
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35.73+0.17 (+0.47%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.04%
5-year average return7.51%
Number of years up16
Number of years down6
Best 1-yr total return (1 May 2024)28.43%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return28.43%
Worst 3-yr total return1.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000071MB.TOCategory
YTD5.31%0.00%
1-month2.27%0.00%
3-month5.31%0.00%
1-year10.30%0.00%
3-year6.64%0.00%
5-year7.96%0.00%
10-year5.66%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000071MB.TOCategory
2024
N/AN/A
2023
8.21%N/A
2022
-6.93%N/A
2021
21.13%N/A
2020
8.17%N/A
2019
15.29%N/A
2018
-6.61%N/A
2017
3.14%N/A
2016
8.22%N/A
2015
-3.43%N/A
2014
11.65%N/A
2013
20.37%N/A
2012
6.51%N/A
2011
-9.53%N/A
2010
10.81%N/A
2009
28.43%N/A
2008
-35.09%N/A
2007
11.21%N/A
2006
15.88%N/A
2005
21.76%N/A
2004
13.16%N/A
2003
19.86%N/A
2002
-14.23%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.31%N/AN/AN/A
20233.32%0.69%-1.93%6.07%
20220.98%-11.88%-0.63%5.26%
20215.94%7.48%1.08%5.25%
2020-14.68%13.40%3.44%8.09%
20199.23%1.52%2.85%1.08%
2018-3.76%5.73%-1.41%-6.90%
20170.17%-0.34%0.67%2.63%
20161.43%1.68%3.40%1.47%
20152.94%-1.99%-4.02%-0.28%
20143.78%3.55%0.46%3.41%
20135.27%2.28%4.79%6.69%
20123.57%-3.08%4.01%2.02%
20114.50%-5.75%-10.20%2.28%
20101.60%-6.55%7.61%8.45%
2009-0.66%16.05%8.48%2.69%
2008-4.80%10.59%-20.16%-22.78%
20072.85%6.11%2.12%-0.21%
20066.87%-5.98%4.86%9.98%
20054.94%1.75%11.68%2.11%
20044.73%-0.90%1.73%7.17%
2003-3.97%8.51%4.03%10.58%
20023.01%-6.47%-11.92%1.07%

Rank in category (by total return)

YTD81
1-month84
3-month81
1-year71
3-year62
5-year42

Load adjusted returns

1-year10.30%
3-year6.64%
5-year7.96%
10-year5.66%