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SunWise 2001 PS Balanced 100/100 (F000003XX3.TO)

18.89 Up 0.01(0.05%) Feb 17

Risk as of Apr 29, 2016Get Risk for:
Risk Overview 
Morningstar Risk Rating:1
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return(Dec 30, 2009):15.25%
Worst 1 Yr Total Return(Dec 30, 2008):-19.01%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticF000003XX3.TOCategory
Alpha (against Standard Index)-3.40-1.38
Beta (against Standard Index)0.740.82
Mean Annual Return0.420.54
R-squared (against Standard Index)93.0781.02
Standard Deviation5.967.09
Sharpe Ratio0.720.82
Treynor Ratio5.657.14
5 Years
StatisticF000003XX3.TOCategory
Alpha (against Standard Index)-3.42-1.54
Beta (against Standard Index)0.790.85
Mean Annual Return0.370.72
R-squared (against Standard Index)92.8280.65
Standard Deviation6.116.68
Sharpe Ratio0.581.19
Treynor Ratio4.369.43
10 Years
StatisticF000003XX3.TOCategory
Alpha (against Standard Index)-2.00-1.21
Beta (against Standard Index)0.790.93
Mean Annual Return0.250.34
R-squared (against Standard Index)92.3481.18
Standard Deviation7.509.40
Sharpe Ratio0.200.30
Treynor Ratio1.552.73