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    SunWise 2001 PS Summit Bal Growth 75/75 (F000003XV3.TO)

    21.50 Down 0.13(0.60%) Jun 25

    Risk as of May 30, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up9
    Number of Years Down4
    Best 1 Yr Total Return(Dec 30, 2013):18.77%
    Worst 1 Yr Total Return(Dec 30, 2008):-21.48%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticF000003XV3.TOCategory
    Alpha (against Standard Index)-1.73-1.33
    Beta (against Standard Index)0.800.83
    Mean Annual Return1.061.13
    R-squared (against Standard Index)89.0176.87
    Standard Deviation4.665.24
    Sharpe Ratio2.552.46
    Treynor Ratio15.5216.39
    5 Years
    StatisticF000003XV3.TOCategory
    Alpha (against Standard Index)-2.96-2.58
    Beta (against Standard Index)0.920.94
    Mean Annual Return0.780.83
    R-squared (against Standard Index)91.3583.00
    Standard Deviation6.426.89
    Sharpe Ratio1.321.34
    Treynor Ratio9.4510.18
    10 Years
    StatisticF000003XV3.TOCategory
    Alpha (against Standard Index)-0.85-1.19
    Beta (against Standard Index)0.900.94
    Mean Annual Return0.490.48
    R-squared (against Standard Index)89.5283.05
    Standard Deviation8.509.22
    Sharpe Ratio0.480.43
    Treynor Ratio4.294.08