YHD - Delayed Quote • CAD
SunWise Essntl CI Harbour Gr&Inc Inc (SWESSREVCROI.TO)
At close: June 28 at 6:07 PM EDT
Fund Summary
This fund's objective is to obtain long-term total return through a prudent balance of income and capital appreciation. It invests primarily in equity and equity-related securities of mid- to large-capitalization Canadian companies and fixed income securities issued by Canadian governments and companies. The proportion of the fund's assets invested in equity and fixed income securities may vary according to market conditions. Any change to the investment objective must be approved by a majority of votes cast at a meeting of unitholders held for that reason.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 11.82% |
| Worst 1Y Total Return | -8.11% |
| Number of Years Up | 3 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 5 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.27 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SWESSREVCROI.TO | Category Average | SWESSREVCROI.TO | Category Average | SWESSREVCROI.TO | Category Average | |
| Alpha | 1.28 | 0 | -2.22 | 0 | -- | 0.01 |
| BETA | 0.27 | 0 | 0.45 | 0 | -- | 0 |
| Mean Annual Return | 0.43 | 0 | 0.24 | 0.01 | -- | 0 |
| R-squared | 11.14 | 0.35 | 15.63 | 0.33 | -- | 0.23 |
| Standard Deviation | 6.19 | 0.06 | 7.4 | 0.06 | -- | 0.08 |
| Sharpe Ratio | 0.7 | 0.01 | 0.27 | 0.01 | -- | 0 |
| Treynor Ratio | 15.72 | 0.13 | 3.86 | 0.19 | -- | 0.07 |
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