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Toronto - Delayed Quote CAD

Palos Equity Income Series A (0P0000SOUI.TO)

7.27
-0.01
(-0.09%)
At close: May 1 at 4:00:00 PM EDT

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 21.53%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 3

Performance & Risk

YTD Return -2.76%
5y Average Return 12.96%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
0P0000SOUI.TOCategory Average0P0000SOUI.TOCategory Average0P0000SOUI.TOCategory Average
Alpha -5.28 -- -1.15 -- -1.68 --
BETA 0.94 -- 0.96 -- 0.95 --
Mean Annual Return 0.3 -- 1.27 -- 0.6 --
R-squared 92.26 -- 89.99 -- 89.76 --
Standard Deviation 13.57 -- 13.47 -- 13.05 --
Sharpe Ratio -0.03 -- 0.94 -- 0.42 --
Treynor Ratio -1.38 -- 13.43 -- 5.05 --

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