YHD - Delayed Quote • CAD
SunWise Essntl 2 Fid True North Bdl Inv (F00000PJCJ.TO)
At close: June 28 at 6:07 PM EDT
Fund Summary
To achieve long-term capital growth and income by obtaining exposure primarily to equity in Canadian companies and some fixed-income securities of issuers located anywhere in the world.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 15.05% |
| Worst 1Y Total Return | -5.20% |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 53 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| F00000PJCJ.TO | Category Average | F00000PJCJ.TO | Category Average | F00000PJCJ.TO | Category Average | |
| Alpha | -3.54 | -0.01 | -2.36 | -0.01 | -- | -0.01 |
| BETA | 1.02 | 0.01 | 0.95 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.36 | 0 | 0.28 | 0.01 | -- | 0 |
| R-squared | 94.35 | 0.69 | 89.86 | 0.73 | -- | 0.77 |
| Standard Deviation | 5.93 | 0.06 | 5.65 | 0.06 | -- | 0.09 |
| Sharpe Ratio | 0.59 | 0.01 | 0.46 | 0.01 | -- | 0 |
| Treynor Ratio | 3.34 | 0.05 | 2.58 | 0.06 | -- | 0.03 |
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