YHD - Delayed Quote • CAD
SunWise 2001 CI Synergy Cdn 75/75 (F000003XT5.TO)
At close: June 28 at 6:07 PM EDT
Fund Summary
The Fund seeks long-term capital growth by investing primarily in equity and equity-related securities of Canadian companies representing the momentum style. The Fund may also invest in foreign securities. The fundamental investment objective of the Fund cannot be changed without obtaining security holder approval.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 22.60% |
| Worst 1Y Total Return | -33.96% |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.79 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| F000003XT5.TO | Category Average | F000003XT5.TO | Category Average | F000003XT5.TO | Category Average | |
| Alpha | -1.95 | 0.01 | -1.54 | 0.03 | -- | -0 |
| BETA | 0.79 | 0.01 | 0.77 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.56 | 0 | 0.25 | 0.01 | -- | 0 |
| R-squared | 79.37 | 0.54 | 68.65 | 0.6 | -- | 0.77 |
| Standard Deviation | 8.22 | 0.08 | 8.3 | 0.08 | -- | 0.13 |
| Sharpe Ratio | 0.72 | 0.01 | 0.28 | 0.01 | -- | 0 |
| Treynor Ratio | 7.27 | 0.09 | 2.57 | 0.12 | -- | 0.04 |
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