YHD - Delayed Quote • CAD
SunWise Essntl Port Sel 40i60eMgt Seg (F00000JVZ7.TO)
At close: June 28 at 6:07 PM EDT
Fund Summary
The investment objective of this Managed Portfolio is to provide a balance between income and long-term capital growth, while diversifying risk by investing in equity and income securities. It aims to invest 40% of its assets in mutual funds that invest primarily in income securities and 60% of its assets in mutual funds that invest primarily in equity securities. Any change to the investment objective must be approved by a majority of the votes cast by shareholders at a meeting called to consider the change.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 17.40% |
| Worst 1Y Total Return | -6.35% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 47 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.64 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| F00000JVZ7.TO | Category Average | F00000JVZ7.TO | Category Average | F00000JVZ7.TO | Category Average | |
| Alpha | -1 | -0 | -1.88 | -0 | -- | 0 |
| BETA | 0.64 | 0.01 | 0.53 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.34 | 0 | 0.23 | 0.01 | -- | 0 |
| R-squared | 61.29 | 0.6 | 48.68 | 0.59 | -- | 0.44 |
| Standard Deviation | 5.23 | 0.06 | 5.52 | 0.05 | -- | 0.07 |
| Sharpe Ratio | 0.62 | 0.01 | 0.37 | 0.01 | -- | 0 |
| Treynor Ratio | 5.04 | 0.09 | 3.63 | 0.11 | -- | 0.05 |
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