YHD - Delayed Quote • CAD
SunWise Elite CI Har For G&I Cp 75/75 (SUNESOCDECRO.TO)
At close: June 28 at 6:07 PM EDT
Fund Summary
To obtain maximum long term capital growth by obtaining exposure primarily to equity, equity-related and fixed income securities of issuers located anywhere in the world.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.26% |
| Worst 1Y Total Return | -29.35% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 32 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SUNESOCDECRO.TO | Category Average | SUNESOCDECRO.TO | Category Average | SUNESOCDECRO.TO | Category Average | |
| Alpha | 0.26 | -0.02 | -2.71 | -0.02 | -- | -0.01 |
| BETA | 0.8 | 0.01 | 1 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.78 | 0.01 | 0.58 | 0.01 | -- | 0 |
| R-squared | 74.2 | 0.81 | 74.18 | 0.81 | -- | 0.81 |
| Standard Deviation | 7.24 | 0.07 | 8.63 | 0.07 | -- | 0.09 |
| Sharpe Ratio | 1.19 | 0.01 | 0.71 | 0.01 | -- | 0 |
| Treynor Ratio | 10.82 | 0.07 | 5.96 | 0.1 | -- | 0.03 |
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