YHD - Delayed Quote • CAD
SunWise Elite CI PSS i70/e30 Full Gtee (F00000LN8T.TO)
As of June 28 at 6:07 PM EDT. Market Open.
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 70% of its assets in a pool that invest primarily in income securities and 30% 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 | 12.89% |
| Worst 1Y Total Return | -6.65% |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 47 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.57 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| F00000LN8T.TO | Category Average | F00000LN8T.TO | Category Average | F00000LN8T.TO | Category Average | |
| Alpha | -2.03 | -0 | -2.42 | -0 | 0.31 | 0 |
| BETA | 0.57 | 0.01 | 0.46 | 0.01 | 0.46 | 0.01 |
| Mean Annual Return | 0.22 | 0 | 0.15 | 0.01 | 0.42 | 0 |
| R-squared | 58.98 | 0.6 | 51.89 | 0.59 | 45.39 | 0.44 |
| Standard Deviation | 4.82 | 0.06 | 4.73 | 0.05 | 4.58 | 0.07 |
| Sharpe Ratio | 0.38 | 0.01 | 0.22 | 0.01 | 0.95 | 0 |
| Treynor Ratio | 3.02 | 0.09 | 2 | 0.11 | 9.42 | 0.05 |
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