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SunWise Essntl Fdty TrueNorth Seg (0P0000Q3CX.TO)

26.54
+0.10
+(0.39%)
As of May 16 at 4:00:00 PM EDT. Market Open.

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 21.38%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 4

Performance & Risk

YTD Return 4.93%
5y Average Return 11.64%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.77
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
0P0000Q3CX.TOCategory Average0P0000Q3CX.TOCategory Average0P0000Q3CX.TOCategory Average
Alpha -1.98 -- -1.67 -- -0.87 --
BETA 0.77 -- 0.82 -- 0.76 --
Mean Annual Return 0.61 -- 0.91 -- 0.53 --
R-squared 96.34 -- 95.12 -- 91.51 --
Standard Deviation 10.62 -- 10.67 -- 10.29 --
Sharpe Ratio 0.32 -- 0.79 -- 0.45 --
Treynor Ratio 3.8 -- 10.14 -- 5.6 --

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