YHD - Delayed Quote • CAD
SunWise Elite CI PSS i30/e70 Basic Gtee (F00000LN8H.TO)
At close: June 28 at 6:07 PM EDT
Fund Summary
To provide conservative returns from a diversified portfolio of income securities, with a small amount of exposure to equity securities to seek conservative capital growth. It aims to invest 30% of its assets in a pool that invest primarily in income securities and 70% of its assets in pools that invest primarily in equity securities. No new contributions will be accepted.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 21.54% |
| Worst 1Y Total Return | -8.36% |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 30 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| F00000LN8H.TO | Category Average | F00000LN8H.TO | Category Average | F00000LN8H.TO | Category Average | |
| Alpha | -3.3 | -0.02 | -3.52 | -0.02 | -2.27 | -0.01 |
| BETA | 0.91 | 0.01 | 0.8 | 0.01 | 0.89 | 0.01 |
| Mean Annual Return | 0.43 | 0.01 | 0.27 | 0.01 | 0.64 | 0 |
| R-squared | 88.3 | 0.81 | 79.76 | 0.81 | 83.07 | 0.81 |
| Standard Deviation | 6.59 | 0.07 | 6.69 | 0.07 | 7.16 | 0.09 |
| Sharpe Ratio | 0.66 | 0.01 | 0.38 | 0.01 | 0.96 | 0 |
| Treynor Ratio | 4.7 | 0.07 | 2.91 | 0.1 | 7.74 | 0.03 |
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