YHD - Delayed Quote • CAD
SunWise 2001 PS Summit Bal Growth 75/75 (F000003XV3.TO)
At close: June 28 at 6:07 PM EDT
Fund Summary
To achieve long-term capital growth by investing primarily in equity mutual funds. The Fund may also invest in income mutual funds to reduce overall portfolio volatility.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.77% |
| Worst 1Y Total Return | -21.48% |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 76 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| F000003XV3.TO | Category Average | F000003XV3.TO | Category Average | F000003XV3.TO | Category Average | |
| Alpha | -2.3 | -0.02 | -2.99 | -0.02 | -2.07 | -0.01 |
| BETA | 0.83 | 0.01 | 0.81 | 0.01 | 0.88 | 0.01 |
| Mean Annual Return | 0.46 | 0.01 | 0.32 | 0.01 | 0.65 | 0 |
| R-squared | 93.63 | 0.81 | 91.66 | 0.81 | 90.25 | 0.81 |
| Standard Deviation | 5.82 | 0.07 | 6.26 | 0.07 | 6.84 | 0.09 |
| Sharpe Ratio | 0.8 | 0.01 | 0.49 | 0.01 | 1.03 | 0 |
| Treynor Ratio | 5.62 | 0.07 | 3.63 | 0.1 | 8 | 0.03 |
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