SunWise Ess CI Glb Leaders Seg Bnd Inc 75/100 (CIG12713)

32.56 +0.21 (+0.64%) CAD  |  Dec 10 2025
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CIG12713 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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RBC Select Growth Portfolio Sr T5 Upgrade
CI Dividend Income & Growth Fund Series X Upgrade
BMO Global Monthly Income Series A Upgrade
TD Dividend Income Class Investor Series Upgrade
Sun Life Granite Growth Class Series A 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