Toronto - Delayed Quote CAD
Meritage Conservative Investment Port T5 (0P00017FPY.TO)
6.83
+0.02
+(0.29%)
At close: January 21 at 3:00:00 PM EST
Fund Summary
null
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 9.42% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 0.44% |
| 5y Average Return | 1.31% |
| Rank in Category (ytd) | 96 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P00017FPY.TO | Category Average | 0P00017FPY.TO | Category Average | 0P00017FPY.TO | Category Average | |
| Alpha | -2.03 | -- | -1.7 | -- | -1.56 | -- |
| BETA | 1.06 | -- | 1.1 | -- | 1.06 | -- |
| Mean Annual Return | -0.01 | -- | 0.15 | -- | 0.2 | -- |
| R-squared | 97.89 | -- | 96.73 | -- | 94.99 | -- |
| Standard Deviation | 7.68 | -- | 7.4 | -- | 5.81 | -- |
| Sharpe Ratio | -0.51 | -- | -0.08 | -- | 0.14 | -- |
| Treynor Ratio | -3.94 | -- | -0.76 | -- | 0.62 | -- |
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