YHD - Delayed Quote CAD

SunWise Elite CI PSS i30/e70 Comb Gtee (F00000LN8B.TO)

18.50 -0.20 (-1.07%)
At close: June 28 at 6:07 PM EDT

Fund Summary

To provide conservative returns from a diversified portfolio of income securities, with a small amount of exposure to equity securities to seek conservative capital growth. It aims to invest 30% of its assets in a pool that invest primarily in income securities and 70% of its assets in pools that invest primarily in equity securities. No new contributions will be accepted.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 21.25%
Worst 1Y Total Return -8.61%
Number of Years Up 8
Number of Years Down 2

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
F00000LN8B.TOCategory AverageF00000LN8B.TOCategory AverageF00000LN8B.TOCategory Average
Alpha -3.56 -0.02 -3.81 -0.02 -2.58 -0.01
BETA 0.91 0.01 0.81 0.01 0.89 0.01
Mean Annual Return 0.41 0.01 0.25 0.01 0.61 0
R-squared 88.2 0.81 79.97 0.81 82.98 0.81
Standard Deviation 6.59 0.07 6.7 0.07 7.19 0.09
Sharpe Ratio 0.62 0.01 0.33 0.01 0.92 0
Treynor Ratio 4.4 0.07 2.54 0.1 7.38 0.03

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