Mutual Fund Benchmarks as of January 31, 2002

Index Total Return Average Annual Compound Return
1 mo. 3 mo. 6 mo. 1 yr. 2 yrs. 3 yrs. 5 yrs. 10 yrs.
CPI - All Items 0.1 -0.7 -0.9 1.1 2.0 2.1 1.6 1.6
Canada Savings Bonds Index 0.1 0.3 1.0 3.1 3.4 3.4 3.2 4.5
FT-SE 100 Total Return Index -4.2 0.1 -2.6 -13.9 -9.1 -5.3 7.3 11.6
HANG SENG Total Return Index -6.0 7.5 -8.0 -27.5 -11.0 8.3 0.5 14.9
MSCI EAFE ($CDN) -5.3 -0.9 -7.6 -21.2 -13.5 -4.8 4.1 7.6
MSCI Emerging Markets Free ($CDN) 3.0 23.5 14.1 -6.0 -12.6 7.6 -3.2 5.4
MSCI Europe ($CDN) -5.5 1.9 0.5 -15.3 -6.8 -3.2 10.0 13.4
MSCI Japan ($CDN) -8.2 -12.9 -20.2 -30.2 -26.7 -7.5 -4.2 -1.2
MSCI World ($CDN) -3.0 3.8 -4.8 -15.9 -9.5 -3.0 8.4 11.7
Mexico IPC (BOLSA) Price Index 8.4 26.7 11.1 19.4 10.2 26.9 13.9 6.7
NASDAQ Composite Principal ($CDN) -0.9 14.8 -0.7 -26.0 -26.6 -6.6 10.6 15.5
NIKKEI 225 Total Return Index -7.4 -11.6 -18.1 -33.5 -33.0 -14.2 -10.2 -5.3
Nesbitt Burns Cdn Small-Cap Index 2.7 17.1 2.8 2.7 5.2 10.6 3.0 9.4
Russell 100 Growth Index -2.4 12.7 -3.7 -47.3 -30.0 -8.1 -2.1 4.4
Russell 100 Value Index 0.3 9.4 2.0 6.5 16.3 11.3 9.6 12.5
Russell 300 Growth Index -2.1 13.1 -3.8 -43.6 -27.1 -6.4 -1.1 5.1
Russell 300 Value Index 0.7 10.4 2.7 7.6 15.8 11.5 9.1 12.4
S&P 500 Composite ($CDN) -1.6 7.0 -2.9 -12.2 -5.7 -2.3 11.2 14.1
SCM Universe Bond Total Return Index 0.2 -1.1 5.2 7.5 9.6 5.5 7.2 9.1
Salomon World Gov't Bond -2.2 -5.5 3.3 3.1 5.2 0.1 5.8 8.6
TSE 300 Total Return -0.4 11.5 0.3 -16.6 -3.7 5.9 6.2 10.0
1-Year Average GIC Index 0.1 0.3 0.8 2.4 3.6 3.7 3.5 4.4
5-Year Average GIC Index 0.3 0.9 1.8 4.0 4.7 4.8 4.7 5.9
91 Day Treasury Bill Index 0.1 0.6 1.8 4.3 5.0 4.9 4.5 5.3
Note : All Benchmarks are expressed in Canadian Dollars. Source: Datastream, ScotiaMcLeod, Frank Russell Canada, Morgan Stanley Capital Int'l.

News

Search Fund News


Advanced Search

globefund.com Alert

Back to top