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 Dow Up0.36% Nasdaq Up0.71%

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

19.84 Down 0.03(0.15%) Jul 21

Risk as of Jun 29, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:3
Number of Years Up8
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)-3.76-3.44
Beta (against Standard Index)0.990.98
Mean Annual Return0.720.74
R-squared (against Standard Index)92.8784.19
Standard Deviation6.717.05
Sharpe Ratio1.151.17
Treynor Ratio7.918.82
5 Years
StatisticF000003XV3.TOCategory
Alpha (against Standard Index)-1.74-1.33
Beta (against Standard Index)0.950.96
Mean Annual Return0.760.81
R-squared (against Standard Index)91.6782.45
Standard Deviation6.777.25
Sharpe Ratio1.241.25
Treynor Ratio9.039.82
10 Years
StatisticF000003XV3.TOCategory
Alpha (against Standard Index)0.01-0.85
Beta (against Standard Index)0.910.95
Mean Annual Return0.490.44
R-squared (against Standard Index)88.6183.84
Standard Deviation8.569.19
Sharpe Ratio0.470.37
Treynor Ratio4.163.28