YHD - Delayed Quote • CAD
SunWise Essntl CI Glb Seg Bundle (F00000JVVZ.TO)
At close: June 28 at 6:07 PM EDT
Fund Summary
This fund's objective is to obtain long-term capital growth. It invests primarily in equity and equity-related securities of established companies throughout the world that the portfolio advisor believes have good growth potential. The fund may make large investments in any country, including emerging markets or emerging industries of any market. Any change to the investment objective must be approved by a majority of votes cast at a meeting of unitholders held for that reason.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.05% |
| Worst 1Y Total Return | -6.62% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 13 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| F00000JVVZ.TO | Category Average | F00000JVVZ.TO | Category Average | F00000JVVZ.TO | Category Average | |
| Alpha | -1.67 | -0.02 | -2.86 | -0.02 | -- | -0.01 |
| BETA | 1.06 | 0.01 | 1.07 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.67 | 0.01 | 0.5 | 0.01 | -- | 0 |
| R-squared | 87.26 | 0.81 | 88.78 | 0.81 | -- | 0.81 |
| Standard Deviation | 7.7 | 0.07 | 8.45 | 0.07 | -- | 0.09 |
| Sharpe Ratio | 0.94 | 0.01 | 0.61 | 0.01 | -- | 0 |
| Treynor Ratio | 6.84 | 0.07 | 4.64 | 0.1 | -- | 0.03 |
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