Mutual Fund Benchmarks as of April 30, 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 0.3 1.5 1.0 1.4 2.5 2.3 1.9 1.7
Canada Savings Bonds Index 0.1 0.3 0.5 2.3 3.1 3.2 3.1 4.3
FT-SE 100 Total Return Index -1.1 3.0 3.1 -7.5 -8.0 -6.2 5.8 11.4
HANG SENG Total Return Index 2.8 6.4 13.8 -11.2 -10.6 -1.8 0.7 11.7
MSCI EAFE ($CDN) -0.9 5.3 4.4 -11.8 -12.4 -3.8 4.0 9.1
MSCI Emerging Markets Free ($CDN) -1.0 7.1 32.2 12.9 -6.8 2.5 -2.9 5.2
MSCI Europe ($CDN) -2.3 3.4 4.8 -9.9 -10.0 -3.1 7.9 12.7
MSCI Japan ($CDN) 4.1 15.1 0.3 -20.5 -21.2 -6.6 -2.6 2.7
MSCI World ($CDN) -5.1 -1.5 2.2 -11.7 -12.2 -4.1 6.8 11.9
Mexico IPC (BOLSA) Price Index -3.9 4.1 31.9 25.9 9.5 13.6 13.7 5.6
NASDAQ Composite ($CDN) -10.0 -14.1 -1.3 -18.6 -32.0 -10.6 8.5 14.4
NIKKEI 225 Total Return Index 5.9 18.2 4.6 -18.9 -24.5 -11.7 -7.8 -1.0
Nesbitt Burns Cdn Small-Cap Index -0.1 8.9 27.5 9.6 6.2 10.4 5.7 10.5
Russell 100 Growth Index -5.7 -7.7 4.0 -22.4 -36.9 -10.7 -2.7 4.3
Russell 100 Value Index -0.8 4.3 14.1 11.2 16.0 10.5 10.1 13.7
Russell 300 Growth Index -5.3 -13.3 -2.0 -26.5 -36.0 -11.3 -2.9 4.4
Russell 300 Value Index -0.5 7.7 19.0 15.2 17.0 11.5 10.4 13.8
S&P 500 Composite ($CDN) -7.6 -6.2 0.4 -12.0 -11.4 -4.6 8.6 13.0
S&P/TSX Total Return -2.3 0.6 12.2 -2.0 -8.2 4.5 6.7 10.8
SCM Universe Bond Total Return Index 1.5 0.3 -0.8 7.7 8.1 5.5 7.0 9.2
Salomon World Gov't Bond 1.9 2.5 -3.2 6.7 5.9 3.2 6.0 8.7
1-Year Average GIC Index 0.1 0.3 0.6 1.9 3.1 3.5 3.5 4.2
5-Year Average GIC Index 0.3 1.0 1.9 3.9 4.5 4.8 4.7 5.8
91 Day Treasury Bill Index 0.2 0.5 1.1 3.5 4.6 4.6 4.5 5.1
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