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SunWise 2001 PS Growth Fund 75/100 (F000003XUP.TO)

15.77 Down 0.03(0.19%) Jul 28

Risk as of Apr 29, 2016Get Risk for:
Risk Overview 
Morningstar Risk Rating:4
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return(Dec 30, 2013):21.35%
Worst 1 Yr Total Return(Dec 30, 2008):-24.71%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticF000003XUP.TOCategory
Alpha (against Standard Index)-3.33-1.45
Beta (against Standard Index)0.890.84
Mean Annual Return0.550.71
R-squared (against Standard Index)85.2282.24
Standard Deviation7.447.35
Sharpe Ratio0.791.07
Treynor Ratio6.489.61
5 Years
StatisticF000003XUP.TOCategory
Alpha (against Standard Index)-4.37-2.53
Beta (against Standard Index)0.990.90
Mean Annual Return0.440.59
R-squared (against Standard Index)87.0682.51
Standard Deviation7.907.55
Sharpe Ratio0.560.83
Treynor Ratio4.226.86
10 Years
StatisticF000003XUP.TOCategory
Alpha (against Standard Index)-2.82-1.46
Beta (against Standard Index)0.980.94
Mean Annual Return0.250.40
R-squared (against Standard Index)89.1582.30
Standard Deviation9.449.55
Sharpe Ratio0.160.35
Treynor Ratio1.083.20