• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down0.26% Nasdaq Down0.34%

    More On SWESSQUILREV…


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

    12.78 Up 0.04(0.31%) Jul 2

    Risk as of May 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):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)-0.741.74
    Beta (against Standard Index)0.590.55
    Mean Annual Return0.730.89
    R-squared (against Standard Index)77.1453.41
    Standard Deviation4.044.62
    Sharpe Ratio1.972.20
    Treynor Ratio13.7320.15
    5 Years
    StatisticSWESSQUILREV.TOCategory
    Alpha (against Standard Index)N/A0.19
    Beta (against Standard Index)N/A0.66
    Mean Annual ReturnN/A0.71
    R-squared (against Standard Index)N/A51.00
    Standard DeviationN/A5.40
    Sharpe RatioN/A1.45
    Treynor RatioN/A12.05
    10 Years
    StatisticSWESSQUILREV.TOCategory
    Alpha (against Standard Index)N/A1.07
    Beta (against Standard Index)N/A0.58
    Mean Annual ReturnN/A0.44
    R-squared (against Standard Index)N/A43.92
    Standard DeviationN/A6.97
    Sharpe RatioN/A0.50
    Treynor RatioN/A6.25