YHD - Delayed Quote • CAD
SunWise Elite CI Cambridge Bal Bundle (SWLITECAMBRI.TO)
At close: June 28 at 6:07 PM EDT
Fund Summary
To provide long term capital growth and income by obtaining a diversified exposure primarily to equity, equity−related and fixed−income securities of issuers located anywhere in the world. Equity investments may include common shares, preferred shares, real estate investment trust (REITs) and royalty trusts.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.15% |
| Worst 1Y Total Return | -0.41% |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 2 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.59 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SWLITECAMBRI.TO | Category Average | SWLITECAMBRI.TO | Category Average | SWLITECAMBRI.TO | Category Average | |
| Alpha | -0.22 | -0.02 | 0.71 | -0.02 | -- | -0.01 |
| BETA | 0.59 | 0.01 | 0.67 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.56 | 0.01 | 0.63 | 0.01 | -- | 0 |
| R-squared | 53.09 | 0.81 | 61.18 | 0.81 | -- | 0.81 |
| Standard Deviation | 6.27 | 0.07 | 6.39 | 0.07 | -- | 0.09 |
| Sharpe Ratio | 0.94 | 0.01 | 1.04 | 0.01 | -- | 0 |
| Treynor Ratio | 9.96 | 0.07 | 9.96 | 0.1 | -- | 0.03 |
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