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    More On F000003XUP.T…


    SunWise 2001 PS Growth Fund 75/100 (F000003XUP.TO)

    15.89 Down 0.10(0.63%) Mar 26

    Risk as of Feb 27, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:4
    Number of Years Up9
    Number of Years Down4
    Best 1 Yr Total Return(Dec 30, 2013):21.35%
    Worst 1 Yr Total Return(Dec 30, 2008):-24.71%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticF000003XUP.TOCategory
    Alpha (against Standard Index)-2.98-1.95
    Beta (against Standard Index)0.880.85
    Mean Annual Return0.991.03
    R-squared (against Standard Index)84.0679.82
    Standard Deviation5.805.78
    Sharpe Ratio1.881.99
    Treynor Ratio12.8314.20
    5 Years
    StatisticF000003XUP.TOCategory
    Alpha (against Standard Index)-4.04-2.26
    Beta (against Standard Index)1.030.93
    Mean Annual Return0.750.81
    R-squared (against Standard Index)88.7484.03
    Standard Deviation7.637.28
    Sharpe Ratio1.071.24
    Treynor Ratio8.039.76
    10 Years
    StatisticF000003XUP.TOCategory
    Alpha (against Standard Index)-2.54-1.16
    Beta (against Standard Index)0.990.94
    Mean Annual Return0.390.48
    R-squared (against Standard Index)90.3082.78
    Standard Deviation9.279.25
    Sharpe Ratio0.300.43
    Treynor Ratio2.484.05