Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the various Canadian, U.S. and international markets that we follow.

Download the PDF or see the expanded tables below!

Source: DFA Web

This report is published by PWL Capital Inc. for your information only. Information on which this report is based is available on request. Particular investments or trading strategies should be evaluated relative to each individual’s objectives in consultation with the Investment Advisor. Opinions of PWL Capital constitute its judgment as of the above mentioned date, are subject to change without notice and are provided in good faith but without responsibility for any errors or omissions contained herein. This publication is furnished on the basis and understanding that neither PWL Capital Inc. nor its employees, agents or information suppliers is to be under any responsibility of liability whatsoever in respect thereof.

Market Statistics - September 2025

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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	0.24	2.12	3.14	4.17	2.67	1.81	1.72	0.57
Canadian Short-Term Bonds	0.83	3.54	4.21	4.98	1.88	2.07	2.93	2.53
Global Government Short-Term Bonds (hedged to CAD)	0.12	2.65	2.47	3.74	1.01	1.46	2.33	2.23
Canadian Total Bond Market	1.89	2.98	2.93	4.66	-0.16	2.02	3.50	6.14
Total Global Bond Market (hedged to CAD)	0.60	2.71	1.36	4.12	-0.33	1.74	3.20	4.83

Real Estate Investment Trusts (REITs)


	1 Month	YTD	1 Year	3 Years	5 Years	10 Years	20 Years	5 Year STD DEV
Canadian REITs	0.32	12.82	-3.53	6.65	7.16	6.03	7.36	18.24
Global REITs	2.07	5.09	1.62	9.81	7.54	4.82	5.36	14.60

Equities

Canadian Equity


	1 Month	YTD	1 Year	3 Years	5 Years	10 Years	20 Years	5 Year STD DEV
Total Market	5.40	23.93	28.60	21.31	16.68	11.82	8.27	12.83
Value	6.11	24.49	30.02	22.96	23.03	13.65	9.19	14.38
Growth	4.21	21.85	27.99	21.23	11.05	9.49	6.97	13.89
Small Cap Value	9.18	32.28	30.76	21.76	21.95	12.28	8.38	15.09
Small Cap Growth	10.11	41.74	52.02	26.99	15.19	13.85	7.66	15.48

U.S. Equity


	1 Month	YTD	1 Year	3 Years	5 Years	10 Years	20 Years	5 Year STD DEV
Total Market	4.83	10.76	20.82	24.43	16.79	15.20	11.76	13.51
Value	2.85	8.10	12.62	17.25	14.91	11.20	9.18	12.60
Growth	6.72	13.51	29.18	31.94	18.64	19.34	14.37	16.92
Small Cap Value	3.37	5.57	11.02	13.84	15.63	9.69	8.25	19.31
Small Cap Growth	5.55	8.10	16.85	16.98	9.39	10.38	9.78	20.17

International Equity


	1 Month	YTD	1 Year	3 Years	5 Years	10 Years	20 Years	5 Year STD DEV
Total Market	3.23	21.62	18.73	21.72	11.76	8.59	6.64	12.15
Value	2.67	27.72	26.08	25.97	16.71	8.62	6.03	12.56
Growth	3.89	14.77	10.89	18.13	7.60	8.38	6.81	13.58
Small Cap Value	3.06	27.25	24.36	22.82	13.03	8.54	7.58	13.06
Small Cap Growth	2.84	21.33	17.96	17.32	5.78	7.99	7.45	14.44

Emerging Markets Equity


	1 Month	YTD	1 Year	3 Years	5 Years	10 Years	20 Years	5 Year STD DEV
Total Market	7.83	21.94	19.38	18.45	8.60	8.49	7.28	12.99
Value	8.26	20.82	16.59	18.10	10.90	7.60	6.59	12.44
Growth	8.86	25.86	24.52	18.79	5.25	9.16	7.48	15.39
Small Cap Value	3.82	12.35	9.88	18.70	15.01	9.92	9.56	11.51
Small Cap Growth	2.93	13.49	12.90	17.69	12.02	7.89	7.62	13.24

International and Emerging Markets Equity


	1 Month	YTD	1 Year	3 Years	5 Years	10 Years	20 Years	5 Year STD DEV
Total Market	4.98	21.94	19.14	20.97	10.85	8.50	6.49	11.32

Market Statistics – September 2025