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

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Market Statistics - January 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	0.28	0.28	4.53	3.81	2.39	1.66	1.71	0.61
Canadian Short-Term Bonds	0.88	0.88	6.82	2.75	2.10	1.82	2.90	2.58
Global Government Short-Term Bonds (hedged to CAD)	0.25	0.25	3.42	1.35	0.99	1.30	2.30	2.22
Canadian Total Bond Market	1.20	1.20	6.94	0.95	0.45	1.64	3.65	6.44
Total Global Bond Market (hedged to CAD)	0.27	0.27	2.94	-0.62	-0.29	1.44	3.20	4.94

Real Estate Investment Trusts (REITs)


	1 Month	YTD	1 Year	3 Years	5 Years	10 Years	20 Years	5 Year STD DEV
Canadian REITs	-0.79	-0.79	-0.81	-5.17	-1.67	3.71	7.48	22.38
Global REITs	2.37	2.37	17.99	2.04	2.48	3.98	5.62	17.15

Equities

Canadian Equity


	1 Month	YTD	1 Year	3 Years	5 Years	10 Years	20 Years	5 Year STD DEV
Total Market	3.48	3.48	25.19	9.97	11.45	8.96	8.33	16.00
Value	2.68	2.68	30.49	11.60	13.03	10.29	9.10	18.20
Growth	4.50	4.50	22.75	9.62	9.67	7.28	7.40	16.27
Small Cap Value	-0.28	-0.28	16.26	7.98	13.01	7.56	7.60	23.19
Small Cap Growth	3.23	3.23	35.34	7.29	10.92	9.22	6.50	20.90

U.S. Equity


	1 Month	YTD	1 Year	3 Years	5 Years	10 Years	20 Years	5 Year STD DEV
Total Market	3.88	3.88	36.92	16.29	16.70	14.73	11.40	14.61
Value	5.36	5.36	29.58	12.87	12.17	10.89	9.07	14.50
Growth	2.69	2.69	43.83	19.65	21.08	18.75	13.74	17.27
Small Cap Value	2.77	2.77	25.22	9.35	10.93	9.26	8.17	21.28
Small Cap Growth	3.88	3.88	33.04	10.93	9.74	10.13	9.58	21.15

International Equity


	1 Month	YTD	1 Year	3 Years	5 Years	10 Years	20 Years	5 Year STD DEV
Total Market	5.74	5.74	17.55	9.04	7.80	7.11	6.11	13.54
Value	5.84	5.84	20.48	12.03	8.88	6.27	5.24	14.59
Growth	6.15	6.15	15.23	7.43	7.15	7.69	6.60	14.25
Small Cap Value	4.16	4.16	16.62	7.08	6.11	6.98	6.74	15.66
Small Cap Growth	4.18	4.18	15.54	2.49	4.57	7.41	6.88	16.35

Emerging Markets Equity


	1 Month	YTD	1 Year	3 Years	5 Years	10 Years	20 Years	5 Year STD DEV
Total Market	1.83	1.83	22.57	4.13	5.61	5.33	7.09	14.34
Value	2.20	2.20	19.29	5.36	5.60	4.41	6.57	13.81
Growth	2.77	2.77	29.27	2.06	4.15	5.77	7.16	16.37
Small Cap Value	-1.78	-1.78	11.96	9.08	11.13	7.60	9.38	15.63
Small Cap Growth	-2.44	-2.44	12.77	5.39	10.41	5.69	7.39	16.58

International and Emerging Markets Equity


	1 Month	YTD	1 Year	3 Years	5 Years	10 Years	20 Years	5 Year STD DEV
Total Market	4.87	4.87	19.74	7.86	7.15	6.51	5.97	12.57

Market Statistics – January 2025