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 | 0.17 | 2.52 | 2.84 | 4.10 | 2.75 | 1.84 | 1.72 | 0.56 |
| Canadian Short-Term Bonds | 0.18 | 4.14 | 4.53 | 4.90 | 1.95 | 2.13 | 2.98 | 2.54 |
| Global Government Short-Term Bonds (hedged to CAD) | 0.24 | 3.24 | 3.23 | 3.64 | 1.12 | 1.51 | 2.36 | 2.23 |
| Canadian Total Bond Market | 0.27 | 3.97 | 3.25 | 4.37 | -0.02 | 2.14 | 3.55 | 6.12 |
| Total Global Bond Market (hedged to CAD) | 0.07 | 3.43 | 2.48 | 3.61 | -0.30 | 1.78 | 3.25 | 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 | 0.18 | 10.16 | 3.47 | 2.51 | 3.59 | 5.61 | 7.26 | 16.63 |
| Global REITs | 1.33 | 6.01 | 0.84 | 7.38 | 6.56 | 4.49 | 5.38 | 14.03 |
Equities
Canadian Equity
| 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
| Total Market | 3.86 | 29.96 | 25.71 | 18.89 | 16.18 | 12.16 | 8.60 | 12.03 |
| Value | 5.10 | 31.64 | 28.81 | 21.30 | 21.28 | 13.76 | 9.37 | 13.05 |
| Growth | 2.19 | 26.53 | 21.41 | 17.83 | 11.74 | 10.07 | 7.44 | 13.41 |
| Small Cap Value | 4.87 | 39.63 | 34.86 | 18.86 | 19.73 | 13.05 | 8.71 | 13.96 |
| Small Cap Growth | 6.85 | 54.52 | 51.53 | 25.89 | 16.03 | 14.30 | 8.34 | 15.39 |
U.S. Equity
| 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
| Total Market | -0.11 | 13.89 | 13.35 | 21.34 | 15.86 | 14.58 | 11.77 | 12.97 |
| Value | 2.26 | 11.90 | 7.02 | 13.52 | 13.68 | 10.72 | 9.29 | 11.83 |
| Growth | -2.19 | 15.96 | 20.10 | 29.61 | 18.24 | 18.57 | 14.27 | 16.70 |
| Small Cap Value | 2.41 | 9.24 | 2.80 | 10.55 | 12.16 | 9.16 | 8.32 | 18.05 |
| Small Cap Growth | -1.07 | 11.27 | 4.88 | 14.99 | 6.88 | 9.68 | 9.80 | 19.25 |
International Equity
| 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
| Total Market | 0.32 | 24.06 | 24.46 | 17.37 | 10.49 | 8.15 | 6.73 | 10.80 |
| Value | 2.32 | 32.71 | 33.81 | 21.76 | 15.11 | 8.53 | 6.21 | 10.43 |
| Growth | -1.85 | 15.34 | 15.14 | 13.50 | 6.63 | 7.65 | 6.85 | 12.90 |
| Small Cap Value | 2.15 | 29.99 | 30.57 | 18.56 | 11.61 | 8.35 | 7.65 | 11.80 |
| Small Cap Growth | -0.65 | 20.34 | 20.60 | 13.00 | 4.60 | 7.13 | 7.37 | 13.83 |
Emerging Markets Equity
| 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
| Total Market | -2.64 | 24.33 | 27.30 | 16.16 | 7.18 | 8.38 | 7.27 | 12.89 |
| Value | -1.44 | 24.86 | 27.27 | 16.19 | 9.42 | 7.82 | 6.73 | 11.92 |
| Growth | -3.87 | 27.17 | 31.08 | 16.12 | 4.00 | 8.77 | 7.36 | 15.53 |
| Small Cap Value | -1.64 | 14.02 | 14.85 | 16.63 | 12.65 | 9.78 | 9.48 | 10.55 |
| Small Cap Growth | -2.00 | 14.53 | 17.39 | 15.79 | 10.35 | 7.59 | 7.42 | 12.58 |
International and Emerging Markets Equity
| 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
| Total Market | -0.78 | 24.58 | 25.86 | 17.21 | 9.56 | 8.15 | 6.58 | 10.43 |