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    More On SWESSFIDITYR…


    SunWise Essntl Fdty Glb Asset Allc Seg (SWESSFIDITYR.TO)

    14.43 Up 0.07(0.49%) Apr 24

    Risk as of Mar 30, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up3
    Number of Years Down1
    Best 1 Yr Total Return(Dec 30, 2013):18.76%
    Worst 1 Yr Total Return(Dec 30, 2011):-2.83%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticSWESSFIDITYR.TOCategory
    Alpha (against Standard Index)-1.02-1.61
    Beta (against Standard Index)0.870.85
    Mean Annual Return1.081.00
    R-squared (against Standard Index)75.8080.53
    Standard Deviation6.155.82
    Sharpe Ratio1.971.93
    Treynor Ratio14.5113.90
    5 Years
    StatisticSWESSFIDITYR.TOCategory
    Alpha (against Standard Index)N/A-2.28
    Beta (against Standard Index)N/A0.93
    Mean Annual ReturnN/A0.77
    R-squared (against Standard Index)N/A84.15
    Standard DeviationN/A7.26
    Sharpe RatioN/A1.18
    Treynor RatioN/A9.24
    10 Years
    StatisticSWESSFIDITYR.TOCategory
    Alpha (against Standard Index)N/A-1.19
    Beta (against Standard Index)N/A0.94
    Mean Annual ReturnN/A0.49
    R-squared (against Standard Index)N/A82.87
    Standard DeviationN/A9.22
    Sharpe RatioN/A0.45
    Treynor RatioN/A4.26