SunWise Elite CI Global Eqt Core Bundle C 75/75 (CIG9624)

28.88 -0.34 (-1.17%) CAD  |  Jan 20 2026
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CIG9624 Historical Sortino (5Y)

Historical Sortino (5Y) 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 (5Y) Range, Past 5 Years

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Median

Historical Sortino (5Y) Benchmarks

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Sun Life Granite Balanced Growth Class Series A Upgrade
Counsel Focus Growth Portfolio Series A Upgrade
CIBC Sustainable Balanced Growth Solution A --
Mackenzie FuturePath Global Equity Balanced Fd PA --
SunWise Ess Sun Life MFS Intl Opp Seg Bnd Inv/Est Upgrade

Historical Sortino (5Y) Related Metrics

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