Canadian Mutual Fund Performance as of September 30, 2018 – available only to Globe Unlimited subscribers.
Performance returns for all mutual fund asset classes – pdf format.
Excel spreadsheets are available for download, for a fee.
Canadian Dividend and Income Equity
Canadian Fixed Income Balanced
Canadian Focused Small/Mid Cap Equity
Canadian Inflation Protected Fixed Income
Canadian Long Term Fixed Income
Canadian Short Term Fixed Income
Canadian Small or Mid Cap Equity
Miscellaneous - Income and Real Property
Each file contains the following information:
- Globe 5 Stars Rating
- Fund Name
- RSP Indicator
- Assets ($mil)
- NAVPS
- Distributions
- Management Expense Ratio
- Load
- Return 1 month
- Return 3 month
- Return 1 year
- Return 3 year
- Return 5 year
- Return 10 year