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    More On SWESSQUILREV…


    SunWise Essntl FT Quotntl Bal Inc Seg (SWESSQUILREV.TO)

    12.23 Down 0.15(1.21%) Jun 24

    Risk as of Apr 29, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:2
    Number of Years Up4
    Number of Years Down1
    Best 1 Yr Total Return(Dec 30, 2013):9.05%
    Worst 1 Yr Total Return(Dec 30, 2011):-2.25%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticSWESSQUILREV.TOCategory
    Alpha (against Standard Index)-3.42-1.34
    Beta (against Standard Index)0.600.59
    Mean Annual Return0.340.55
    R-squared (against Standard Index)69.4457.38
    Standard Deviation5.576.31
    Sharpe Ratio0.610.95
    Treynor Ratio5.429.90
    5 Years
    StatisticSWESSQUILREV.TOCategory
    Alpha (against Standard Index)-3.41-1.49
    Beta (against Standard Index)0.630.65
    Mean Annual Return0.270.48
    R-squared (against Standard Index)61.9253.38
    Standard Deviation5.215.99
    Sharpe Ratio0.470.85
    Treynor Ratio3.747.72
    10 Years
    StatisticSWESSQUILREV.TOCategory
    Alpha (against Standard Index)N/A0.09
    Beta (against Standard Index)N/A0.59
    Mean Annual ReturnN/A0.40
    R-squared (against Standard Index)N/A44.62
    Standard DeviationN/A7.17
    Sharpe RatioN/A0.45
    Treynor RatioN/A5.38