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 | 0.19 | 1.90 | 2.28 | 3.38 | 3.16 | 2.01 | 1.65 | 0.44 |
| Canadian Short-Term Bonds | 0.70 | 1.22 | 1.15 | 4.71 | 2.41 | 2.02 | 2.85 | 2.55 |
| Global Government Short-Term Bonds (hedged to CAD) | 0.74 | 0.07 | 0.32 | 3.11 | 1.28 | 1.36 | 2.22 | 2.31 |
| Canadian Total Bond Market | 1.49 | 0.69 | -0.32 | 5.13 | 0.80 | 1.53 | 3.29 | 6.14 |
| Total Global Bond Market (hedged to CAD) | 1.55 | -1.14 | -1.44 | 3.58 | -0.31 | 1.13 | 3.01 | 4.98 |
Real Estate Investment Trusts (REITs)
| 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
| Canadian REITs | -1.24 | 4.28 | 5.01 | 10.48 | -0.46 | 5.02 | 6.40 | 16.83 |
| Global REITs | 0.56 | 9.36 | 7.47 | 13.20 | 3.45 | 4.50 | 4.49 | 14.52 |
Equities
Canadian Equity
| 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
| Total Market | 1.24 | 14.37 | 20.35 | 26.95 | 14.34 | 12.44 | 8.57 | 12.41 |
| Value | 4.69 | 30.55 | 41.57 | 35.85 | 21.28 | 15.37 | 10.33 | 13.11 |
| Growth | -0.87 | 0.79 | 2.44 | 19.40 | 8.42 | 9.25 | 6.53 | 14.29 |
| Small Cap Value | -2.28 | 12.98 | 20.37 | 25.41 | 15.70 | 12.77 | 8.62 | 15.81 |
| Small Cap Growth | -9.22 | 2.48 | 12.16 | 31.43 | 12.66 | 12.58 | 7.58 | 20.44 |
U.S. Equity
| 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
| Total Market | -2.48 | 13.68 | 11.53 | 23.39 | 13.75 | 15.38 | 11.98 | 13.32 |
| Value | 2.45 | 26.69 | 28.14 | 23.57 | 14.51 | 12.55 | 9.86 | 12.05 |
| Growth | -7.83 | 1.59 | -2.99 | 22.56 | 13.10 | 18.19 | 14.10 | 17.62 |
| Small Cap Value | 0.61 | 22.01 | 22.98 | 21.66 | 10.16 | 10.50 | 8.63 | 18.03 |
| Small Cap Growth | -3.13 | 11.19 | 6.69 | 20.50 | 6.03 | 10.92 | 9.87 | 19.93 |
International Equity
| 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
| Total Market | -2.78 | 11.28 | 12.85 | 20.04 | 10.74 | 9.51 | 6.40 | 12.07 |
| Value | -2.21 | 15.91 | 21.39 | 24.98 | 16.67 | 10.45 | 6.05 | 11.49 |
| Growth | -2.96 | 7.03 | 5.02 | 15.18 | 5.96 | 8.61 | 6.37 | 14.29 |
| Small Cap Value | -3.67 | 11.10 | 14.55 | 21.74 | 11.07 | 9.03 | 7.28 | 12.94 |
| Small Cap Growth | -4.14 | 9.50 | 8.90 | 18.28 | 3.98 | 7.93 | 6.96 | 15.18 |
Emerging Markets Equity
| 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
| Total Market | -9.80 | 14.15 | 12.13 | 21.39 | 9.37 | 8.55 | 7.07 | 16.15 |
| Value | -7.61 | 21.46 | 21.51 | 23.33 | 12.26 | 8.54 | 6.90 | 15.08 |
| Growth | -11.89 | 9.78 | 6.42 | 21.71 | 6.93 | 8.54 | 6.93 | 18.65 |
| Small Cap Value | -8.47 | 7.81 | 5.51 | 15.26 | 10.19 | 9.09 | 8.87 | 13.37 |
| Small Cap Growth | -11.73 | 3.15 | -0.31 | 12.89 | 6.52 | 7.56 | 6.55 | 16.39 |
International and Emerging Markets Equity
| 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | 5 Year STD DEV | |
| Total Market | -5.19 | 12.77 | 13.21 | 20.89 | 10.79 | 9.35 | 6.33 | 12.52 |