YHD - Delayed Quote • CAD
SunWise 2001 PS Balanced 100/100 (F000003XX3.TO)
At close: June 28 at 6:07 PM EDT
Fund Summary
The investment objective of the fund is to provide a prudent balance between income and long-term capital growth while further diversifying risk by limiting its investments primarily to securities of mutual funds.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 15.25% |
| Worst 1Y Total Return | -19.01% |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.66 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| F000003XX3.TO | Category Average | F000003XX3.TO | Category Average | F000003XX3.TO | Category Average | |
| Alpha | -1.25 | -0 | -2.46 | -0 | 0.04 | 0 |
| BETA | 0.66 | 0.01 | 0.62 | 0.01 | 0.65 | 0.01 |
| Mean Annual Return | 0.33 | 0 | 0.24 | 0.01 | 0.54 | 0 |
| R-squared | 70.44 | 0.6 | 65.88 | 0.59 | 51.93 | 0.44 |
| Standard Deviation | 5.09 | 0.06 | 5.56 | 0.05 | 6.01 | 0.07 |
| Sharpe Ratio | 0.62 | 0.01 | 0.38 | 0.01 | 0.95 | 0 |
| Treynor Ratio | 4.72 | 0.09 | 3.23 | 0.11 | 8.8 | 0.05 |
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