YHD - Delayed Quote • CAD
SunWise Essntl CI Can Invmt Inc Bundle (F00000JVVS.TO)
At close: June 28 at 6:07 PM EDT
Fund Summary
This fund's objective is to achieve long-term capital growth by investing primarily in shares of major Canadian corporations. Any change to the investment objective must be approved by a majority of votes cast at a meeting of unitholders held for that reason.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 19.41% |
| Worst 1Y Total Return | -8.09% |
| Number of Years Up | 5 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 69 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.86 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| F00000JVVS.TO | Category Average | F00000JVVS.TO | Category Average | F00000JVVS.TO | Category Average | |
| Alpha | -1.23 | -0.02 | -2.57 | -0.02 | -- | -0.01 |
| BETA | 0.86 | 0.01 | 0.7 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.57 | 0.01 | 0.29 | 0.01 | -- | 0 |
| R-squared | 75.19 | 0.81 | 57.63 | 0.81 | -- | 0.81 |
| Standard Deviation | 6.79 | 0.07 | 6.8 | 0.07 | -- | 0.09 |
| Sharpe Ratio | 0.89 | 0.01 | 0.39 | 0.01 | -- | 0 |
| Treynor Ratio | 7 | 0.07 | 3.56 | 0.1 | -- | 0.03 |
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