YHD - Delayed Quote • CAD
SunWise Essntl 2 CIBlkCrk GlblBal PIMInv (F00000PJ8Y.TO)
At close: June 28 at 6:07 PM EDT
Fund Summary
To seek the growth of long-term total return by investing primarily in equity and fixed income securities of issuers located anywhere in the world.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.50% |
| Worst 1Y Total Return | -4.71% |
| Number of Years Up | 5 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 63 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| F00000PJ8Y.TO | Category Average | F00000PJ8Y.TO | Category Average | F00000PJ8Y.TO | Category Average | |
| Alpha | -1.45 | -0.02 | -1.72 | -0.02 | -- | -0.01 |
| BETA | 0.97 | 0.01 | 1 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.63 | 0.01 | 0.55 | 0.01 | -- | 0 |
| R-squared | 71.33 | 0.81 | 75.92 | 0.81 | -- | 0.81 |
| Standard Deviation | 7.85 | 0.07 | 8.55 | 0.07 | -- | 0.09 |
| Sharpe Ratio | 0.86 | 0.01 | 0.68 | 0.01 | -- | 0 |
| Treynor Ratio | 6.89 | 0.07 | 5.61 | 0.1 | -- | 0.03 |
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