Beneva Guardian Conservative Income GIF (BNVA2156)

12.20 +0.03 (+0.22%) CAD  |  Apr 02 2026
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BNVA2156 Historical Sortino (Since Inception)

Historical Sortino (Since Inception) Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Historical Sortino Ratio Definition

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Measures risk-adjusted return like the Sharpe Ratio but focuses only on downside volatility, isolating harmful fluctuations while ignoring upside movements.

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Historical Sortino (Since Inception) Range, Past 5 Years

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Historical Sortino (Since Inception) Benchmarks

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CI Portfolio Series Conservative Fund Series AT6 Upgrade
Sun Life Granite Conservative Cl Srs AT5 Upgrade
Russell Inv Conservative Income Class Series B Upgrade
Multi Asset Income Strategy Class Series B Upgrade
Sun Life Granite Conservative Portfolio Sr T5 Upgrade

Historical Sortino (Since Inception) Related Metrics

Alpha (Since Inception) Upgrade
Beta (Since Inception) Upgrade
Annualized Standard Deviation of Monthly Returns (Since Inception) Upgrade
Historical Sharpe Ratio (Since Inception) Upgrade
Max Drawdown (Since Inception) Upgrade
Monthly Value at Risk (VaR) 5% (Since Inception) Upgrade