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Canadian Mutual Fund Performance
Performance returns for Canadian mutual funds by asset class. Reports are updated quarterly and are available in PDF format to Globe and Mail Unlimited subscribers at The Globe and Mail funds & ETFs
Each file contains a great deal of useful mutual fund data including one and three month returns. As well as one, three, five and ten year returns. Assets, NAVPS, MER, and much more.
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Canadian Small or Mid Cap Equity June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...
Canadian Dividend & Income Equity June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...
U.S. Equity June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...
U.S. Small or Mid Cap Equity June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...
U.S. Money Market June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...
North American Equity June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...
Global Neutral Balanced June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...
2025+ Target Date Portfolio June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...
2015 Target Date Portfolio June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...
2020 Target Date Portfolio June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...
2025 Target Date Portfolio June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...
Sector Equity June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...
Real Estate Equity June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...
Precious Metals Equity June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...
Preferred Share Fixed Income June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...
Natural Resources Equity June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...
Misc. Other June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...
Retail Venture Capital June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...
Passive Inverse Leveraged June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...
Misc. Income and Real Property June 30 2018
Each file contains the following information: Globe 5 Stars Rating Fund Name RSP Indicator Assets ($mil) NAVPS Distributions Management Expense Ratio Load Return 1 month Return 3 month Return...