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SunWise 2001 Fidelity NorthStar 100/100 (SUNWISEFIDTO.TO)

18.12 Down 0.05(0.28%) Jan 12

Risk as of Apr 29, 2016Get Risk for:
Risk Overview 
Morningstar Risk Rating:2
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return(Dec 30, 2013):43.51%
Worst 1 Yr Total Return(Dec 30, 2008):-33.86%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticSUNWISEFIDTO.TOCategory
Alpha (against Standard Index)4.49-2.61
Beta (against Standard Index)0.540.76
Mean Annual Return1.110.65
R-squared (against Standard Index)49.1263.90
Standard Deviation8.3310.91
Sharpe Ratio1.510.71
Treynor Ratio23.9310.10
5 Years
StatisticSUNWISEFIDTO.TOCategory
Alpha (against Standard Index)2.76-2.11
Beta (against Standard Index)0.620.85
Mean Annual Return0.911.12
R-squared (against Standard Index)55.9464.40
Standard Deviation9.3911.10
Sharpe Ratio1.081.19
Treynor Ratio16.3116.27
10 Years
StatisticSUNWISEFIDTO.TOCategory
Alpha (against Standard Index)-0.93-1.82
Beta (against Standard Index)0.730.89
Mean Annual Return0.400.47
R-squared (against Standard Index)73.7577.00
Standard Deviation11.9014.20
Sharpe Ratio0.270.32
Treynor Ratio3.604.22