YHD - Delayed Quote • CAD
SunWise Essntl Fdty Glb Asset Allc Seg (SWESSFIDITYR.TO)
At close: June 28 at 6:07 PM EDT
Fund Summary
The investment objective of Fund is to achieve high total return with reduced risk over the long term by allocating its assets among stocks, bonds, and short-term instruments of issuers from around the world. Total investment return is the combination of income and changes in value.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.76% |
| Worst 1Y Total Return | -2.83% |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 91 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SWESSFIDITYR.TO | Category Average | SWESSFIDITYR.TO | Category Average | SWESSFIDITYR.TO | Category Average | |
| Alpha | -2.79 | -0.02 | -0.88 | -0.02 | -- | -0.01 |
| BETA | 0.98 | 0.01 | 0.81 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.68 | 0.01 | 0.6 | 0.01 | -- | 0 |
| R-squared | 85.04 | 0.81 | 73.2 | 0.81 | -- | 0.81 |
| Standard Deviation | 8.27 | 0.07 | 7.11 | 0.07 | -- | 0.09 |
| Sharpe Ratio | 0.9 | 0.01 | 0.89 | 0.01 | -- | 0 |
| Treynor Ratio | 7.45 | 0.07 | 7.72 | 0.1 | -- | 0.03 |
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