YHD - Delayed Quote • CAD
SunWise Essntl FT Quotntl Glb Gr Seg (F00000JVZ1.TO)
At close: June 28 at 6:07 PM EDT
Fund Summary
Long-term capital appreciation by investing primarily in a diversified mix of equity mutual funds. The fundamental investment objective may only be changed with the approval of a majority of the unitholders at a meeting called for that purpose.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.11% |
| Worst 1Y Total Return | -9.22% |
| Number of Years Up | 5 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 64 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.88 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| F00000JVZ1.TO | Category Average | F00000JVZ1.TO | Category Average | F00000JVZ1.TO | Category Average | |
| Alpha | -5.15 | -0.02 | -6.17 | -0.02 | -- | -0.01 |
| BETA | 0.88 | 0.01 | 0.9 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.46 | 0.01 | 0.31 | 0.01 | -- | 0 |
| R-squared | 92.86 | 0.78 | 92.82 | 0.78 | -- | 0.81 |
| Standard Deviation | 8.25 | 0.1 | 9.24 | 0.1 | -- | 0.12 |
| Sharpe Ratio | 0.57 | 0.01 | 0.32 | 0.01 | -- | 0 |
| Treynor Ratio | 5.14 | 0.09 | 2.86 | 0.13 | -- | 0.03 |
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