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SunWise Elite Quotential Bal Inc 75/100 (F000002KZS.TO)

13.88 0.00(0.00%) May 17


Risk as of Feb 27, 2013Get Risk for:
Risk Overview 
Morningstar Risk Rating:1
Number of Years Up2
Number of Years Down0
Best 1 Yr Total Return(Dec 30, 2009):20.28%
Worst 1 Yr Total Return(Dec 30, 2012):4.57%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticF000002KZS.TOCategory
Alpha (against Standard Index)-0.67-0.73
Beta (against Standard Index)0.630.85
Mean Annual Return0.320.50
R-squared (against Standard Index)46.5857.39
Standard Deviation4.655.67
Sharpe Ratio0.660.95
Treynor Ratio4.896.40
5 Years
StatisticF000002KZS.TOCategory
Alpha (against Standard Index)N/A0.96
Beta (against Standard Index)N/A0.69
Mean Annual ReturnN/A0.31
R-squared (against Standard Index)N/A44.61
Standard DeviationN/A8.54
Sharpe RatioN/A0.35
Treynor RatioN/A4.76
10 Years
StatisticF000002KZS.TOCategory
Alpha (against Standard Index)N/A2.05
Beta (against Standard Index)N/A0.57
Mean Annual ReturnN/A0.45
R-squared (against Standard Index)N/A43.57
Standard DeviationN/A6.83
Sharpe RatioN/A0.47
Treynor RatioN/A6.15