YHD - Delayed Quote • CAD
EdgePoint Cdn Gr & Inc Pt (non-HST) A(N) (EDGEPOINTPOR.TO)
At close: June 28 at 6:07 PM EDT
Fund Summary
The Fund’s objective is to provide a combination of long-term capital appreciation and income generation by investing primarily in Canadian equity and fixedincome securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 22.32% |
| Worst 1Y Total Return | -3.93% |
| Number of Years Up | 3 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.84 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| EDGEPOINTPOR.TO | Category Average | EDGEPOINTPOR.TO | Category Average | EDGEPOINTPOR.TO | Category Average | |
| Alpha | 2.63 | -0.01 | 0.28 | -0.01 | -- | -0.01 |
| BETA | 0.84 | 0.01 | 1.01 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.77 | 0 | 0.53 | 0.01 | -- | 0 |
| R-squared | 45.53 | 0.69 | 60 | 0.73 | -- | 0.77 |
| Standard Deviation | 7.03 | 0.06 | 7.46 | 0.06 | -- | 0.09 |
| Sharpe Ratio | 1.2 | 0.01 | 0.74 | 0.01 | -- | 0 |
| Treynor Ratio | 10.16 | 0.05 | 5.39 | 0.06 | -- | 0.03 |
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