YHD - Delayed Quote CAD

SunWise Elite CI PSS i40/e60 Comb Gtee (F00000LN8G.TO)

18.29 -0.18 (-0.97%)
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 40% of its assets in a pool that invest primarily in income securities and 60% 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 19.18%
Worst 1Y Total Return -8.00%
Number of Years Up 8
Number of Years Down 2

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
F00000LN8G.TOCategory AverageF00000LN8G.TOCategory AverageF00000LN8G.TOCategory Average
Alpha -3.36 -0.02 -3.51 -0.02 -2.25 -0.01
BETA 0.86 0.01 0.76 0.01 0.82 0.01
Mean Annual Return 0.39 0.01 0.25 0.01 0.58 0
R-squared 88.97 0.81 80.88 0.81 83.98 0.81
Standard Deviation 6.18 0.07 6.28 0.07 6.58 0.09
Sharpe Ratio 0.62 0.01 0.35 0.01 0.94 0
Treynor Ratio 4.41 0.07 2.68 0.1 7.56 0.03

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