| 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 | 6.6 | 13.4 | 37.4 | 75.1 | -3.3 | -1.6 | 5.9 | 9.1 |
| Blend: MLI RCGT Moderate AA Fund (NRSP) | 0.5 | 1.6 | 8.5 | 16.1 | -1.4 | -0.2 | 4.6 | 3.7 |
| CPI - All Items | 0.0 | 0.4 | 0.1 | 1.7 | 1.4 | 1.7 | 1.8 | 2.1 |
| Canada Savings Bonds Index | 0.0 | 0.2 | 0.7 | 1.6 | 2.2 | 2.5 | 2.2 | 2.4 |
| Citigroup World Government Bond Index | -5.6 | -4.2 | -6.0 | -12.9 | 9.9 | 4.4 | 1.8 | 3.2 |
| Composite Benchmark: Aggressive - MF | 2.0 | 3.0 | 13.1 | 25.1 | -6.3 | -3.4 | 4.5 | 2.4 |
| Composite Benchmark: Balanced - MF | 0.8 | 2.1 | 10.2 | 19.4 | -1.5 | 0.7 | 5.4 | 4.7 |
| Composite Benchmark: Conservative - MF | -0.5 | 0.6 | 4.7 | 9.3 | 3.0 | 3.4 | 5.0 | 5.6 |
| Composite Benchmark: Growth - MF | 1.3 | 2.4 | 10.9 | 21.1 | -3.7 | -1.6 | 4.8 | 3.4 |
| Composite Benchmark: Moderate - MF | -0.0 | 1.1 | 6.7 | 13.2 | 1.3 | 1.9 | 5.2 | 5.2 |
| DEX Long Term Bond Total Return | -2.3 | -1.4 | 2.8 | 5.5 | 4.1 | 3.9 | 5.8 | 7.8 |
| HANG SENG Total Return Index | -0.4 | 1.9 | 7.4 | 29.0 | -8.3 | -0.3 | 6.2 | -0.7 |
| MSCI EAFE ($ Cdn) | 0.4 | -0.2 | 10.0 | 13.2 | -10.6 | -8.9 | 1.2 | -1.6 |
| MSCI Emerging Markets Free ($ Cdn) | 3.4 | 6.1 | 18.6 | 52.0 | -5.6 | 1.8 | 12.8 | 6.6 |
| MSCI Europe ($ Cdn) | 1.0 | 0.9 | 14.7 | 16.2 | -11.5 | -8.7 | 1.7 | -0.8 |
| MSCI Japan ($ Cdn) | 0.2 | -5.0 | -6.5 | -9.7 | -10.5 | -13.3 | -3.3 | -6.6 |
| MSCI World ($ Cdn) | 0.8 | 1.7 | 10.3 | 11.8 | -9.1 | -8.4 | -0.3 | -2.9 |
| NASDAQ Composite ($ Cdn) | 4.7 | 4.4 | 11.3 | 23.0 | -4.8 | -5.5 | -1.9 | -8.7 |
| NIKKEI 225 Total Return Index ($ Cdn) | 3.8 | -2.2 | -0.9 | -1.6 | -6.3 | -11.0 | -2.4 | -7.8 |
| Russell 2500 ($Cdn) | 6.1 | 2.6 | 13.6 | 14.9 | -5.1 | -8.2 | -1.2 | 1.6 |
| S&P 500 Composite ($ Cdn) | 0.7 | 3.0 | 9.2 | 5.5 | -10.3 | -11.0 | -4.4 | -5.8 |
| S&P/TSX 60 Shariah | 0.6 | 1.9 | 3.9 | - | - | - | - | - |
| S&P/TSX Small Cap | 6.1 | 12.0 | 35.4 | 56.2 | -9.8 | -7.5 | -1.7 | 2.9 |
| S&P/TSX Small Cap Total Return | 6.5 | 12.9 | 37.7 | 62.4 | -9.9 | -6.6 | - | - |
| S&P/TSX Total Return | 2.9 | 3.9 | 14.9 | 35.1 | -4.9 | -0.2 | 7.7 | 5.6 |
| 1-Year Average GIC Index | 0.0 | 0.1 | 0.1 | 0.4 | 1.2 | 1.8 | 2.0 | 2.2 |
| 5-Year Average GIC Index | 0.2 | 0.5 | 1.0 | 2.0 | 2.5 | 2.8 | 2.9 | 3.4 |
| 91 Day Treasury Bill Index | 0.0 | 0.1 | 0.1 | 0.5 | 1.8 | 2.6 | 2.9 | 3.3 |