YHD - Delayed Quote • CAD
SunWise Essntl CI Signature High Inc (SWESSREVLEVS.TO)
As of June 28 at 6:07 PM EDT. Market Open.
Fund Summary
This fund's objective is to generate a high level of income and long-term capital growth. It invests primarily in high-yielding equity securities and Canadian corporate bonds. Any change to the investment objective must be approved by a majority of votes cast at a meeting of unitholders held for that reason.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 10.09% |
| Worst 1Y Total Return | -2.21% |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 41 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.38 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SWESSREVLEVS.TO | Category Average | SWESSREVLEVS.TO | Category Average | SWESSREVLEVS.TO | Category Average | |
| Alpha | -3.2 | -0 | -0.81 | -0 | -- | 0 |
| BETA | 0.38 | 0.01 | 0.41 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.15 | 0 | 0.32 | 0.01 | -- | 0 |
| R-squared | 35.08 | 0.6 | 31.57 | 0.59 | -- | 0.44 |
| Standard Deviation | 4.92 | 0.06 | 4.79 | 0.05 | -- | 0.07 |
| Sharpe Ratio | 0.22 | 0.01 | 0.64 | 0.01 | -- | 0 |
| Treynor Ratio | 2.49 | 0.09 | 7.23 | 0.11 | -- | 0.05 |
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