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    More On SUNWISESRIEP…


    SunWise 2001 PS Conserv Bal 100/100 (SUNWISESRIEP.TO)

    17.97 Up 0.05(0.28%) Feb 4

    Risk as of Dec 30, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up9
    Number of Years Down3
    Best 1 Yr Total Return(Dec 30, 2009):14.63%
    Worst 1 Yr Total Return(Dec 30, 2008):-16.58%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticSUNWISESRIEP.TOCategory
    Alpha (against Standard Index)-1.92-1.60
    Beta (against Standard Index)0.570.59
    Mean Annual Return0.640.71
    R-squared (against Standard Index)62.5755.47
    Standard Deviation5.035.76
    Sharpe Ratio1.371.34
    Treynor Ratio12.3613.25
    5 Years
    StatisticSUNWISESRIEP.TOCategory
    Alpha (against Standard Index)-2.24-1.50
    Beta (against Standard Index)0.620.64
    Mean Annual Return0.450.53
    R-squared (against Standard Index)56.4650.87
    Standard Deviation5.035.61
    Sharpe Ratio0.901.02
    Treynor Ratio7.338.77
    10 Years
    StatisticSUNWISESRIEP.TOCategory
    Alpha (against Standard Index)-1.01-0.09
    Beta (against Standard Index)0.580.59
    Mean Annual Return0.310.39
    R-squared (against Standard Index)48.9145.34
    Standard Deviation6.617.10
    Sharpe Ratio0.320.43
    Treynor Ratio3.335.12