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    More On F0CAN05MHP.T…

    SunWise Portfolio Series Balanced Gr 75% (F0CAN05MHP.TO)

    23.67 Down 0.10(0.42%) Apr 30

    Risk as of Mar 30, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up11
    Number of Years Down5
    Best 1 Yr Total Return(Dec 30, 2013):18.77%
    Worst 1 Yr Total Return(Dec 30, 2008):-21.67%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    Alpha (against Standard Index)-1.97-1.61
    Beta (against Standard Index)0.820.85
    Mean Annual Return0.931.00
    R-squared (against Standard Index)90.3680.53
    Standard Deviation5.235.82
    Sharpe Ratio1.961.93
    Treynor Ratio13.1113.90
    5 Years
    Alpha (against Standard Index)-2.84-2.28
    Beta (against Standard Index)0.920.93
    Mean Annual Return0.710.77
    R-squared (against Standard Index)91.8484.15
    Standard Deviation6.717.26
    Sharpe Ratio1.141.18
    Treynor Ratio8.449.24
    10 Years
    Alpha (against Standard Index)-1.09-1.19
    Beta (against Standard Index)0.900.94
    Mean Annual Return0.480.49
    R-squared (against Standard Index)89.1782.87
    Standard Deviation8.489.22
    Sharpe Ratio0.470.45
    Treynor Ratio4.184.26