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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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NOTE: To obtain a group/multi person licence please contact us at top1000@globeandmail.com for pricing information.


Canadian Equity June 30 2017

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...

$15.00

Canadian Neutral Balanced June 30 2017

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...

$15.00

Canadian Money Market June 30 2017

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...

$15.00

Canadian Small or Mid Cap Equity June 30 2017

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...

$15.00

Canadian Dividend & Income Equity June 30 2017

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...

$15.00

Canadian Focused Equity June 30 2017

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...

$15.00

Canadian Short Term Fixed Income June 30 2017

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...

$15.00

Canadian Long Term Fixed Income June 30 2017

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...

$15.00

Canadian Inflation Protected Fixed Income June 30 2017

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...

$15.00

Canadian Focused Small Mid Cap Equity June 30 2017

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...

$15.00

Canadian Fixed Income Balanced June 30 2017

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...

$15.00

Canadian Equity Balanced June 30 2017

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...

$15.00

U.S. Equity June 30 2017

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...

$15.00

U.S. Money Market June 30 2017

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...

$15.00

U.S. Small or Mid Cap Equity June 30 2017

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...

$15.00

2025 Target Date Portfolio June 30 2017

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...

$15.00

2020 Target Date Portfolio June 30 2017

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...

$15.00

2015 Target Date Portfolio June 30 2017

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...

$15.00

2025+ Target Date Portfolio June 30 2017

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...

$15.00

Tactical Balanced June 30 2017

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...

$15.00