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 | 0.18 | 1.70 | 2.32 | 3.47 | 3.12 | 1.99 | 1.66 | 0.45 |
| Canadian Short-Term Bonds | -0.68 | 0.52 | 0.85 | 4.74 | 2.05 | 1.96 | 2.82 | 2.60 |
| Global Government Short-Term Bonds (hedged to CAD) | -0.79 | -0.67 | -0.08 | 2.96 | 1.04 | 1.26 | 2.19 | 2.31 |
| Canadian Total Bond Market | -1.22 | -0.78 | -1.10 | 4.75 | 0.30 | 1.29 | 3.24 | 6.13 |
| Total Global Bond Market (hedged to CAD) | -1.82 | -2.64 | -2.32 | 2.78 | -0.67 | 0.87 | 2.95 | 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 | -1.74 | 5.59 | 3.64 | 7.88 | 0.91 | 4.92 | 6.60 | 17.01 |
| Global REITs | -2.96 | 8.76 | 6.39 | 11.98 | 4.08 | 4.01 | 4.77 | 14.60 |
Equities
Canadian Equity
| 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
| Total Market | -2.62 | 12.96 | 20.02 | 25.06 | 15.18 | 12.37 | 8.78 | 12.53 |
| Value | -1.25 | 24.71 | 36.06 | 32.51 | 21.47 | 15.16 | 10.29 | 13.16 |
| Growth | -3.75 | 1.67 | 5.01 | 18.44 | 9.72 | 9.27 | 6.92 | 14.40 |
| Small Cap Value | -3.74 | 15.62 | 23.98 | 24.95 | 17.28 | 12.72 | 9.08 | 15.79 |
| Small Cap Growth | -3.36 | 12.89 | 26.06 | 33.92 | 15.84 | 13.45 | 8.56 | 19.93 |
U.S. Equity
| 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
| Total Market | 1.82 | 16.57 | 17.73 | 24.17 | 15.30 | 15.68 | 12.35 | 13.29 |
| Value | -0.53 | 23.66 | 26.61 | 21.96 | 14.56 | 12.35 | 9.94 | 12.05 |
| Growth | 4.90 | 10.22 | 9.92 | 26.21 | 16.34 | 19.14 | 14.80 | 17.28 |
| Small Cap Value | -2.66 | 21.27 | 23.49 | 19.78 | 10.34 | 10.31 | 8.90 | 18.03 |
| Small Cap Growth | -2.76 | 14.79 | 14.58 | 19.39 | 7.18 | 10.81 | 10.43 | 19.87 |
International Equity
| 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
| Total Market | -0.41 | 14.46 | 18.02 | 20.24 | 11.36 | 9.82 | 6.79 | 11.97 |
| Value | -0.19 | 18.53 | 26.05 | 24.90 | 17.02 | 10.97 | 6.43 | 11.41 |
| Growth | -0.71 | 10.30 | 10.81 | 15.68 | 6.79 | 8.70 | 6.74 | 14.20 |
| Small Cap Value | -0.09 | 15.34 | 18.91 | 22.28 | 11.64 | 9.47 | 7.70 | 12.80 |
| Small Cap Growth | -0.54 | 14.23 | 13.42 | 17.97 | 4.82 | 8.18 | 7.42 | 15.04 |
Emerging Markets Equity
| 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
| Total Market | 1.95 | 26.54 | 30.18 | 24.79 | 11.33 | 9.92 | 7.91 | 15.45 |
| Value | 3.09 | 31.46 | 37.91 | 25.81 | 13.60 | 9.81 | 7.62 | 14.63 |
| Growth | 1.14 | 24.59 | 26.94 | 26.18 | 9.53 | 10.06 | 7.88 | 17.76 |
| Small Cap Value | 0.76 | 17.79 | 18.94 | 17.89 | 11.57 | 10.28 | 9.68 | 12.78 |
| Small Cap Growth | 0.86 | 16.85 | 16.28 | 16.25 | 8.85 | 8.85 | 7.55 | 15.44 |
International and Emerging Markets Equity
| 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
| Total Market | 0.46 | 18.94 | 22.95 | 22.24 | 11.90 | 10.02 | 6.86 | 12.22 |