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    More On F000003XUP.T…


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

    15.80 Up 0.03(0.19%) Jul 27

    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