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    More On SWESSFIDITYR…


    SunWise Essntl Fdty Glb Asset Allc Seg (SWESSFIDITYR.TO)

    14.92 Down 0.03(0.20%) Sep 28

    Risk as of Apr 29, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up4
    Number of Years Down1
    Best 1 Yr Total Return(Dec 30, 2013):18.76%
    Worst 1 Yr Total Return(Dec 30, 2011):-2.83%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticSWESSFIDITYR.TOCategory
    Alpha (against Standard Index)-2.79-1.28
    Beta (against Standard Index)0.980.83
    Mean Annual Return0.680.76
    R-squared (against Standard Index)85.0482.57
    Standard Deviation8.277.38
    Sharpe Ratio0.901.14
    Treynor Ratio7.4510.35
    5 Years
    StatisticSWESSFIDITYR.TOCategory
    Alpha (against Standard Index)-0.88-2.34
    Beta (against Standard Index)0.810.90
    Mean Annual Return0.600.73
    R-squared (against Standard Index)73.2081.00
    Standard Deviation7.117.38
    Sharpe Ratio0.891.10
    Treynor Ratio7.729.03
    10 Years
    StatisticSWESSFIDITYR.TOCategory
    Alpha (against Standard Index)N/A-1.48
    Beta (against Standard Index)N/A0.94
    Mean Annual ReturnN/A0.40
    R-squared (against Standard Index)N/A81.57
    Standard DeviationN/A9.56
    Sharpe RatioN/A0.36
    Treynor RatioN/A3.33