YHD - Delayed Quote CAD

SunWise Essential 2 CI Black Creek Global Balanced Segregated Fund (SWESS2QUILMN.TO)

19.20 -0.10 (-0.52%)
As of June 28 at 6:07 PM EDT. Market Open.

Fund Summary

To seek the growth of long-term total return by investing primarily in equity and fixed income securities of issuers located anywhere in the world.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 26.50%
Worst 1Y Total Return 4.96%
Number of Years Up 3
Number of Years Down --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
SWESS2QUILMN.TOCategory AverageSWESS2QUILMN.TOCategory AverageSWESS2QUILMN.TOCategory Average
Alpha 0.42 -0.02 -- -0.02 -- -0.01
BETA 1.06 0.01 -- 0.01 -- 0.01
Mean Annual Return 1.01 0.01 -- 0.01 -- 0
R-squared 79.07 0.81 -- 0.81 -- 0.81
Standard Deviation 9.25 0.07 -- 0.07 -- 0.09
Sharpe Ratio 1.24 0.01 -- 0.01 -- 0
Treynor Ratio 10.96 0.07 -- 0.1 -- 0.03

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