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    More On SWESSQUILREV…


    SunWise Essntl FT Quotntl Bal Inc Seg (SWESSQUILREV.TO)

    12.88 Up 0.05(0.39%) Feb 21

    Risk as of Apr 29, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:2
    Number of Years Up4
    Number of Years Down1
    Best 1 Yr Total Return(Dec 30, 2013):9.05%
    Worst 1 Yr Total Return(Dec 30, 2011):-2.25%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticSWESSQUILREV.TOCategory
    Alpha (against Standard Index)-3.420.01
    Beta (against Standard Index)0.600.60
    Mean Annual Return0.340.48
    R-squared (against Standard Index)69.4460.26
    Standard Deviation5.576.19
    Sharpe Ratio0.610.84
    Treynor Ratio5.428.99
    5 Years
    StatisticSWESSQUILREV.TOCategory
    Alpha (against Standard Index)-3.41-0.22
    Beta (against Standard Index)0.630.61
    Mean Annual Return0.270.58
    R-squared (against Standard Index)61.9257.22
    Standard Deviation5.215.39
    Sharpe Ratio0.471.15
    Treynor Ratio3.7410.42
    10 Years
    StatisticSWESSQUILREV.TOCategory
    Alpha (against Standard Index)N/A0.30
    Beta (against Standard Index)N/A0.58
    Mean Annual ReturnN/A0.34
    R-squared (against Standard Index)N/A43.23
    Standard DeviationN/A7.12
    Sharpe RatioN/A0.39
    Treynor RatioN/A4.68