Toronto - Delayed Quote • CAD
Empire Life Monthly Income T8 (0P0000UZCI.TO)
At close: December 5 at 3:00 PM EST
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 13.23% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -3.61% |
| 5y Average Return | 3.47% |
| Rank in Category (ytd) | 16 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000UZCI.TO | Category Average | 0P0000UZCI.TO | Category Average | 0P0000UZCI.TO | Category Average | |
| Alpha | 0.7 | -- | -1 | -- | -1.01 | -- |
| BETA | 1 | -- | 0.96 | -- | 0.97 | -- |
| Mean Annual Return | 0.4 | -- | 0.31 | -- | 0.4 | -- |
| R-squared | 92.38 | -- | 89.61 | -- | 88.84 | -- |
| Standard Deviation | 10.35 | -- | 8.66 | -- | 6.88 | -- |
| Sharpe Ratio | 3.59 | -- | 4.72 | -- | 6.77 | -- |
| Treynor Ratio | 3.63 | -- | 2.44 | -- | 3.95 | -- |
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