• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up0.14% Nasdaq Down0.35%

    More On SWESSDIVIDEN…


    SunWise Essntl CI Signature Divid Seg (SWESSDIVIDEN.TO)

    13.24 Down 0.27(2.00%) Sep 1

    Risk as of Jul 30, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:2
    Number of Years Up3
    Number of Years Down1
    Best 1 Yr Total Return(Dec 30, 2013):13.96%
    Worst 1 Yr Total Return(Dec 30, 2011):-1.84%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticSWESSDIVIDEN.TOCategory
    Alpha (against Standard Index)0.50-1.11
    Beta (against Standard Index)0.530.80
    Mean Annual Return0.861.11
    R-squared (against Standard Index)43.9077.40
    Standard Deviation4.775.56
    Sharpe Ratio1.972.27
    Treynor Ratio18.4816.47
    5 Years
    StatisticSWESSDIVIDEN.TOCategory
    Alpha (against Standard Index)N/A-2.42
    Beta (against Standard Index)N/A0.91
    Mean Annual ReturnN/A0.82
    R-squared (against Standard Index)N/A81.65
    Standard DeviationN/A6.86
    Sharpe RatioN/A1.32
    Treynor RatioN/A10.26
    10 Years
    StatisticSWESSDIVIDEN.TOCategory
    Alpha (against Standard Index)N/A-1.38
    Beta (against Standard Index)N/A0.93
    Mean Annual ReturnN/A0.46
    R-squared (against Standard Index)N/A83.14
    Standard DeviationN/A9.25
    Sharpe RatioN/A0.41
    Treynor RatioN/A3.83