Toronto - Delayed Quote • CAD
CAN Lg Tm Bd 75/75 (PS1) (0P0000ZLUM.TO)
At close: August 14 at 4:00 PM EDT
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | -- |
| Best 1Y Total Return | 14.52% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 0.35% |
| 5y Average Return | -3.78% |
| Rank in Category (ytd) | 32 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating | -- |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000ZLUM.TO | Category Average | 0P0000ZLUM.TO | Category Average | 0P0000ZLUM.TO | Category Average | |
| Alpha | -0.84 | -- | -1.17 | -- | -1.54 | -- |
| BETA | 1.04 | -- | 1.01 | -- | 0.99 | -- |
| Mean Annual Return | -0.45 | -- | -0.21 | -- | 0.09 | -- |
| R-squared | 99.03 | -- | 98.71 | -- | 98.66 | -- |
| Standard Deviation | 13.66 | -- | 12.54 | -- | 10.28 | -- |
| Sharpe Ratio | -0.63 | -- | -0.38 | -- | -0.05 | -- |
| Treynor Ratio | -8.89 | -- | -5.39 | -- | -1.02 | -- |
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