| Index | Total Return | Average Annual Compound Return | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 mo. | 3 mo. | 6 mo. | 1 yr. | 2 yrs. | 3 yrs. | 5 yrs. | 10 yrs. | |
| Note: All Benchmarks are expressed in Canadian Dollars. Source: Datastream, ScotiaMcLeod, Frank Russell Canada, Morgan Stanley Capital Int'l. |
||||||||
| BMO Nesbitt Burns Cdn Small Cap Index | 10.2 | 21.1 | 52.3 | 11.4 | -11.1 | -2.9 | 5.2 | 8.3 |
| Blend: MLI RCGT Moderate AA Fund (NRSP) | 2.4 | 6.8 | 17.4 | 4.8 | -2.3 | 1.6 | 5.4 | 4.6 |
| CPI - All Items | 0.0 | -0.3 | 0.6 | -0.9 | 1.2 | 1.7 | 1.8 | 2.1 |
| Canada Savings Bonds Index | 0.2 | 0.5 | 0.9 | 1.9 | 2.5 | 2.7 | 2.2 | 2.5 |
| Citigroup World Government Bond Index | -0.0 | -1.9 | -6.3 | 14.9 | 14.1 | 8.0 | 3.2 | 3.4 |
| Composite Benchmark: Aggressive - MF | 3.7 | 9.8 | 28.1 | 0.6 | -8.6 | -0.8 | 5.4 | 3.8 |
| Composite Benchmark: Balanced - MF | 2.8 | 8.0 | 20.3 | 4.8 | -2.5 | 2.1 | 6.2 | 5.6 |
| Composite Benchmark: Conservative - MF | 1.4 | 4.0 | 8.6 | 7.3 | 3.5 | 4.1 | 5.7 | 5.9 |
| Composite Benchmark: Growth - MF | 3.1 | 8.4 | 23.0 | 2.8 | -5.3 | 0.6 | 5.6 | 4.5 |
| Composite Benchmark: Moderate - MF | 2.0 | 5.5 | 13.2 | 6.9 | 1.1 | 3.2 | 5.9 | 5.7 |
| DEX Long Term Bond Total Return | 1.7 | 4.3 | 6.6 | 12.5 | 7.3 | 4.6 | 7.1 | 7.7 |
| HANG SENG Total Return Index | 3.8 | 5.4 | 31.7 | 17.6 | -8.6 | 4.9 | 6.4 | 1.9 |
| MSCI EAFE ($ Cdn) | 1.5 | 10.2 | 28.0 | 5.0 | -11.7 | -4.4 | 3.1 | -0.2 |
| MSCI Emerging Markets Free ($ Cdn) | 6.6 | 11.9 | 39.2 | 20.6 | -7.0 | 6.9 | 13.9 | 8.3 |
| MSCI Europe ($ Cdn) | 2.3 | 13.7 | 32.1 | 3.3 | -12.4 | -4.3 | 3.5 | 0.6 |
| MSCI Japan ($ Cdn) | -3.9 | -1.5 | 11.9 | 0.5 | -11.3 | -9.1 | -1.0 | -4.9 |
| MSCI World ($ Cdn) | 1.7 | 8.4 | 21.1 | -0.5 | -11.3 | -5.1 | 0.7 | -1.8 |
| NASDAQ Composite ($ Cdn) | 3.3 | 6.7 | 18.1 | 8.1 | -8.0 | -3.3 | -1.0 | -5.6 |
| NIKKEI 225 Total Return Index ($ Cdn) | -2.2 | 1.3 | 17.6 | 7.7 | -8.5 | -7.3 | -0.5 | -6.7 |
| Russell 2500 ($Cdn) | 3.4 | 10.7 | 22.9 | -4.6 | -8.8 | -5.0 | -0.1 | 3.0 |
| S&P 500 Composite ($ Cdn) | 1.3 | 6.1 | 12.7 | -8.3 | -13.7 | -8.7 | -4.3 | -5.0 |
| S&P/TSX 60 Shariah | 5.1 | 1.9 | - | - | - | - | - | - |
| S&P/TSX Small Cap | 10.3 | 20.9 | 46.5 | 0.5 | -17.3 | -8.8 | -2.6 | 2.3 |
| S&P/TSX Small Cap Total Return | 10.6 | 21.9 | 49.3 | 5.3 | -17.5 | -4.8 | - | - |
| S&P/TSX Total Return | 5.1 | 10.6 | 32.7 | 0.5 | -7.2 | 1.9 | 8.3 | 7.3 |
| 1-Year Average GIC Index | 0.0 | 0.1 | 0.1 | 0.7 | 1.5 | 2.0 | 2.0 | 2.3 |
| 5-Year Average GIC Index | 0.2 | 0.5 | 0.9 | 2.2 | 2.7 | 2.9 | 2.9 | 3.5 |
| 91 Day Treasury Bill Index | 0.0 | 0.1 | 0.2 | 1.1 | 2.3 | 3.0 | 3.0 | 3.4 |