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Symmetry Balanced Port LB (0P0000V5KZ.TO)

13.23 -0.06 (-0.45%)
As of August 28 at 4:00 PM EDT. Market Open.

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 11.48%
Worst 1Y Total Return --
Number of Years Up 9
Number of Years Down 2

Performance & Risk

YTD Return 8.49%
5y Average Return 4.78%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P0000V5KZ.TOCategory Average0P0000V5KZ.TOCategory Average0P0000V5KZ.TOCategory Average
Alpha -1.28 -- -1.73 -- -2.1 --
BETA 1.07 -- 1.09 -- 1.01 --
Mean Annual Return 0.25 -- 0.41 -- 0.35 --
R-squared 97.18 -- 97.1 -- 92.04 --
Standard Deviation 9.5 -- 9.3 -- 7.49 --
Sharpe Ratio -0.02 -- 0.3 -- 0.37 --
Treynor Ratio -0.59 -- 2.2 -- 2.5 --

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