YHD - Delayed Quote • CAD
SunWise Essntl 2 SL MFS MB US Gr Bdl Inv (SWESS2JUMCRO.TO)
At close: June 28 at 6:07 PM EDT
Fund Summary
To seek capital appreciation and income by investing primarily in equity and fixed-income securities of issuers located in the United States.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.40% |
| Worst 1Y Total Return | 11.65% |
| Number of Years Up | 3 |
| Number of Years Down | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 99 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SWESS2JUMCRO.TO | Category Average | SWESS2JUMCRO.TO | Category Average | SWESS2JUMCRO.TO | Category Average | |
| Alpha | -0.06 | -0.02 | -- | -0.02 | -- | -0.01 |
| BETA | 1.08 | 0.01 | -- | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.99 | 0.01 | -- | 0.01 | -- | 0 |
| R-squared | 80.51 | 0.81 | -- | 0.81 | -- | 0.81 |
| Standard Deviation | 9.3 | 0.07 | -- | 0.07 | -- | 0.09 |
| Sharpe Ratio | 1.2 | 0.01 | -- | 0.01 | -- | 0 |
| Treynor Ratio | 10.46 | 0.07 | -- | 0.1 | -- | 0.03 |
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