Toronto - Delayed Quote CAD

SunWise Essntl 2 Fidelity Cdn AA Income (0P0000Y2TK.TO)

18.52 +0.10 (+0.53%)
At close: April 23 at 4:00 PM EDT

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 14.98%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

Performance & Risk

YTD Return 3.58%
5y Average Return 5.68%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P0000Y2TK.TOCategory Average0P0000Y2TK.TOCategory Average0P0000Y2TK.TOCategory Average
Alpha -1.26 -- -1.19 -- -1.41 --
BETA 0.91 -- 0.88 -- 0.84 --
Mean Annual Return 0.47 -- 0.56 -- 0.43 --
R-squared 97.61 -- 96.96 -- 93.56 --
Standard Deviation 9.71 -- 10.45 -- 8.3 --
Sharpe Ratio 0.32 -- 0.45 -- 0.45 --
Treynor Ratio 3 -- 4.98 -- 4.16 --

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