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Canadian Mutual Fund Performance as of December 31, 2017 – 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.
- 2025+ Target Date Portfolio
- 2025 Target Date Portfolio
- 2020 Target Date Portfolio
- 2015 Target Date Portfolio
- Alternative Strategies
- Asia Pacific Equity
- Asia Pacific ex-Japan Equity
- Canadian Dividend and Income Equity
- Canadian Equity
- Canadian Equity Balanced
- Canadian Fixed Income
- Canadian Fixed Income Balanced
- Canadian Focused Equity
- Canadian Focused Small/Mid Cap Equity
- Canadian Inflation Protected Fixed Income
- Canadian Long Term Fixed Income
- Canadian Money Market
- Canadian Neutral Balanced
- Canadian Short Term Fixed Income
- Canadian Small or Mid Cap Equity
- Commodity
- Emerging Markets Equity
- Energy Equity
- European Equity
- Financial Services Equity
- Floating Rate Loan
- Geographic Equity
- Global Equity
- Global Equity Balanced
- Global Fixed Income
- Global Fixed Income Balanced
- Global Neutral Balanced
- Global Small/Mid Cap Equity
- Greater China Equity
- High Yield Fixed Income
- International Equity
- Miscellaneous - Other
- Miscellaneous - Income and Real Property
- Miscellaneous - Undisclosed Earnings
- North American Equity
- Natural Resources Equity
- Passive Inverse Leveraged
- Precious Metals Equity
- Preferred Share Fixed Income
- Real Estate Equity
- Retail Venture Capital
- Sector Equity
- Tactical Balanced
- U.S. Equity
- U.S. Money Market
- U.S. Small or Mid Cap Equity
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