YHD - Delayed Quote • CAD
CIBC Very Conservative Index Portfolio (CIBCPORTINDT.TO)
At close: June 28 at 6:07 PM EDT
Fund Summary
This service aims to provide a superior risk-adjusted rate of return for investors. The asset allocation service achieves its investment objective by investing in a combination of CIBC mutual funds.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 7.27% |
| Worst 1Y Total Return | -1.42% |
| Number of Years Up | 15 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 23 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.61 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CIBCPORTINDT.TO | Category Average | CIBCPORTINDT.TO | Category Average | CIBCPORTINDT.TO | Category Average | |
| Alpha | -1.26 | -0.01 | -1.18 | -0.01 | -0.48 | -0.01 |
| BETA | 0.61 | 0.01 | 0.61 | 0.01 | 0.59 | 0.01 |
| Mean Annual Return | 0.17 | 0 | 0.16 | 0 | 0.24 | 0 |
| R-squared | 90.67 | 0.8 | 89.28 | 0.78 | 86.14 | 0.76 |
| Standard Deviation | 2.07 | 0.04 | 1.79 | 0.04 | 2.28 | 0.05 |
| Sharpe Ratio | 0.59 | 0.01 | 0.62 | 0.01 | 0.56 | 0.01 |
| Treynor Ratio | 1.94 | 0.03 | 1.79 | 0.03 | 2.19 | 0.03 |
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