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 | 0.25 | 0.75 | 4.21 | 3.96 | 2.42 | 1.70 | 1.71 | 0.61 |
Canadian Short-Term Bonds | 0.34 | 1.69 | 7.14 | 3.74 | 2.10 | 1.91 | 2.94 | 2.57 |
Global Government Short-Term Bonds (hedged to CAD) | 0.24 | 1.05 | 4.37 | 2.22 | 0.84 | 1.36 | 2.33 | 2.18 |
Canadian Total Bond Market | -0.28 | 2.02 | 7.65 | 2.50 | 0.88 | 1.77 | 3.68 | 6.39 |
Total Global Bond Market (hedged to CAD) | -0.54 | 0.81 | 3.38 | 0.72 | -0.10 | 1.49 | 3.24 | 4.88 |
Real Estate Investment Trusts (REITs)
1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
Canadian REITs | 0.37 | 2.10 | 1.58 | -5.63 | 6.71 | 4.12 | 7.76 | 18.50 |
Global REITs | -3.18 | 1.49 | 12.02 | 1.30 | 8.39 | 4.08 | 5.71 | 14.65 |
Equities
Canadian Equity
1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
Total Market | -1.51 | 1.51 | 15.81 | 7.77 | 16.76 | 8.54 | 7.97 | 13.33 |
Value | -1.39 | 0.83 | 20.90 | 9.49 | 19.90 | 10.04 | 8.73 | 14.54 |
Growth | -2.51 | 1.94 | 12.35 | 7.50 | 13.14 | 6.57 | 6.98 | 15.02 |
Small Cap Value | 2.40 | 2.44 | 12.65 | 5.93 | 24.15 | 7.75 | 7.53 | 17.71 |
Small Cap Growth | 0.42 | -0.32 | 18.24 | 4.78 | 16.93 | 8.71 | 6.23 | 18.35 |
U.S. Equity
1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
Total Market | -6.33 | -4.61 | 13.91 | 13.41 | 18.73 | 13.25 | 11.04 | 13.96 |
Value | -3.29 | 2.25 | 13.87 | 11.76 | 16.69 | 10.20 | 8.95 | 12.71 |
Growth | -8.91 | -9.87 | 14.49 | 15.39 | 20.64 | 16.61 | 13.18 | 17.58 |
Small Cap Value | -6.50 | -7.64 | 2.92 | 4.85 | 15.85 | 7.44 | 7.74 | 19.12 |
Small Cap Growth | -8.08 | -11.02 | 1.08 | 5.62 | 11.29 | 7.51 | 9.01 | 20.68 |
International Equity
1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
Total Market | -0.80 | 6.54 | 11.17 | 10.36 | 12.01 | 6.73 | 6.19 | 12.26 |
Value | 1.79 | 11.69 | 19.89 | 14.96 | 15.30 | 6.42 | 5.56 | 12.65 |
Growth | -3.75 | 2.25 | 3.45 | 7.27 | 9.04 | 6.83 | 6.46 | 13.72 |
Small Cap Value | 1.70 | 6.30 | 12.71 | 8.83 | 12.19 | 6.70 | 6.85 | 13.18 |
Small Cap Growth | -1.34 | 1.22 | 6.44 | 2.63 | 8.09 | 6.50 | 6.80 | 15.37 |
Emerging Markets Equity
1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
Total Market | -0.01 | 1.81 | 13.25 | 6.33 | 9.28 | 5.16 | 7.13 | 13.23 |
Value | 1.03 | 4.43 | 14.31 | 7.70 | 10.32 | 4.54 | 6.72 | 12.27 |
Growth | -0.76 | 1.78 | 15.27 | 5.00 | 6.61 | 5.45 | 7.18 | 15.85 |
Small Cap Value | 0.37 | -3.42 | 6.41 | 8.85 | 17.52 | 7.27 | 9.33 | 12.40 |
Small Cap Growth | -1.72 | -7.32 | 1.86 | 4.32 | 14.93 | 4.88 | 7.15 | 14.68 |
International and Emerging Markets Equity
1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
Total Market | -0.61 | 5.72 | 12.46 | 9.65 | 11.07 | 6.22 | 6.06 | 11.37 |