Toronto - Delayed Quote • CAD
Russell Inv Dvsfd Mthly Inc Sr E-7 (0P0000MWDO.TO)
At close: August 23 at 4:00 PM EDT
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 17.90% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 7.97% |
| 5y Average Return | 4.17% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.03 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000MWDO.TO | Category Average | 0P0000MWDO.TO | Category Average | 0P0000MWDO.TO | Category Average | |
| Alpha | -1.49 | -- | -2.3 | -- | -2.01 | -- |
| BETA | 1.03 | -- | 1.11 | -- | 1.04 | -- |
| Mean Annual Return | 0.23 | -- | 0.37 | -- | 0.37 | -- |
| R-squared | 96.85 | -- | 94.56 | -- | 90.4 | -- |
| Standard Deviation | 9.18 | -- | 9.6 | -- | 7.74 | -- |
| Sharpe Ratio | -0.05 | -- | 0.24 | -- | 0.38 | -- |
| Treynor Ratio | -0.84 | -- | 1.68 | -- | 2.63 | -- |
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