Market Statistics – Expanded View
All figures in CAD unless mentioned otherwise.
Income
Fixed Income
1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
Canadian Treasury Bills | 0.23 | 0.51 | 4.34 | 3.88 | 2.40 | 1.68 | 1.71 | 0.61 |
Canadian Short-Term Bonds | 0.46 | 1.35 | 7.28 | 2.96 | 2.06 | 1.87 | 2.92 | 2.57 |
Global Government Short-Term Bonds (hedged to CAD) | 0.57 | 0.82 | 4.57 | 1.67 | 0.95 | 1.37 | 2.34 | 2.21 |
Canadian Total Bond Market | 1.10 | 2.31 | 8.48 | 1.56 | 0.53 | 1.76 | 3.71 | 6.45 |
Total Global Bond Market (hedged to CAD) | 1.08 | 1.36 | 4.83 | 0.18 | -0.33 | 1.61 | 3.27 | 4.93 |
Real Estate Investment Trusts (REITs)
1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
Canadian REITs | 2.12 | 1.72 | 3.98 | -4.86 | -0.43 | 3.92 | 7.54 | 22.77 |
Global REITs | 1.98 | 4.82 | 18.51 | 3.76 | 4.45 | 4.55 | 5.68 | 17.15 |
Equities
Canadian Equity
1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
Total Market | -0.40 | 3.06 | 22.45 | 9.72 | 12.73 | 8.50 | 8.03 | 15.70 |
Value | -0.42 | 2.25 | 28.67 | 10.94 | 14.47 | 9.86 | 8.85 | 17.87 |
Growth | 0.06 | 4.56 | 18.71 | 10.27 | 10.87 | 6.76 | 7.06 | 16.04 |
Small Cap Value | 0.32 | 0.04 | 16.99 | 6.50 | 15.01 | 7.16 | 7.29 | 22.80 |
Small Cap Growth | -3.84 | -0.74 | 27.34 | 5.79 | 11.81 | 8.37 | 5.99 | 20.65 |
U.S. Equity
1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
Total Market | -2.36 | 1.84 | 25.29 | 16.62 | 17.90 | 14.02 | 11.22 | 14.40 |
Value | -0.05 | 5.73 | 23.40 | 13.55 | 14.23 | 10.56 | 8.97 | 14.11 |
Growth | -4.03 | -1.05 | 27.65 | 20.01 | 21.54 | 17.72 | 13.52 | 17.22 |
Small Cap Value | -4.26 | -1.22 | 14.68 | 7.43 | 12.00 | 8.49 | 7.90 | 21.32 |
Small Cap Growth | -7.19 | -3.20 | 12.81 | 8.30 | 9.51 | 8.76 | 9.17 | 21.55 |
International Equity
1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
Total Market | 1.17 | 7.41 | 15.60 | 10.35 | 9.92 | 6.80 | 6.02 | 13.14 |
Value | 3.26 | 9.73 | 22.68 | 14.01 | 11.55 | 6.16 | 5.25 | 14.32 |
Growth | -0.33 | 6.23 | 9.77 | 8.37 | 8.80 | 7.26 | 6.44 | 13.80 |
Small Cap Value | 0.35 | 4.52 | 16.06 | 7.55 | 8.12 | 6.49 | 6.59 | 15.09 |
Small Cap Growth | -1.92 | 2.60 | 10.39 | 2.70 | 6.08 | 6.75 | 6.65 | 16.11 |
Emerging Markets Equity
1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
Total Market | -0.41 | 1.82 | 15.44 | 5.26 | 6.49 | 5.17 | 6.69 | 14.44 |
Value | 0.73 | 3.36 | 14.12 | 6.45 | 6.94 | 4.33 | 6.20 | 13.86 |
Growth | -0.61 | 2.56 | 20.36 | 3.58 | 4.71 | 5.60 | 6.79 | 16.45 |
Small Cap Value | -2.43 | -3.77 | 5.74 | 9.21 | 12.08 | 7.33 | 8.89 | 15.89 |
Small Cap Growth | -3.73 | -5.69 | 3.69 | 5.33 | 10.86 | 5.21 | 6.87 | 16.96 |
International and Emerging Markets Equity
1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
Total Market | 1.02 | 6.36 | 16.37 | 9.27 | 8.93 | 6.26 | 5.85 | 12.32 |