YHD - Delayed Quote CAD

CWB Onyx Balanced Solution Series O (0P0001CL8E.TO)

11.35 0.00 (0.00%)
At close: June 28 at 6:07 PM EDT

Fund Summary

The fundamental investment objective of the fund is to provide investors with long-term capital appreciation by investing in a balanced portfolio of equity and fixed income securities. The fund will generally invest its assets to achieve a target asset allocation of approximately 60% in equity securities and 40% in fixed income securities. The asset allocation may be achieved through investments in other mutual funds (including other Onyx Funds) or directly through investments in individual securities.

Risk Overview

Morningstar Risk Rating --
Best 1Y Total Return 4.60%
Worst 1Y Total Return -7.19%
Number of Years Up 1
Number of Years Down 1

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.65
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
0P0001CL8E.TOCategory Average0P0001CL8E.TOCategory Average0P0001CL8E.TOCategory Average
Alpha -2.74 -0 -- -0 -- 0
BETA 0.65 0.01 -- 0.01 -- 0.01
Mean Annual Return 0.25 0 -- 0.01 -- 0
R-squared 55.28 0.6 -- 0.59 -- 0.44
Standard Deviation 5.77 0.06 -- 0.05 -- 0.07
Sharpe Ratio 0.37 0.01 -- 0.01 -- 0
Treynor Ratio 3.07 0.09 -- 0.11 -- 0.05

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