YHD - Delayed Quote CAD

SunWise Elite CI PSS i50/e50 Comb Gtee (F00000LN8O.TO)

17.03 -0.15 (-0.87%)
At close: June 28 at 6:07 PM EDT

Fund Summary

To provide conservative returns from a diversified portfolio of income securities, with a small amount of exposure to equity securities to seek conservative capital growth. It aims to invest 50% of its assets in a pool that invest primarily in income securities and 50% of its assets in pools that invest primarily in equity securities. No new contributions will be accepted.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 16.52%
Worst 1Y Total Return -7.70%
Number of Years Up 8
Number of Years Down 2

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
F00000LN8O.TOCategory AverageF00000LN8O.TOCategory AverageF00000LN8O.TOCategory Average
Alpha -3.51 -0.02 -3.51 -0.02 -2.04 -0.01
BETA 0.8 0.01 0.71 0.01 0.74 0.01
Mean Annual Return 0.34 0.01 0.21 0.01 0.53 0
R-squared 89.5 0.81 81.96 0.81 84.33 0.81
Standard Deviation 5.8 0.07 5.82 0.07 5.92 0.09
Sharpe Ratio 0.56 0.01 0.31 0.01 0.94 0
Treynor Ratio 3.96 0.07 2.35 0.1 7.54 0.03

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