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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 March 31 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 March 31 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 March 31 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 March 31 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 March 31 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 March 31 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 March 31 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 March 31 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 March 31 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 March 31 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 March 31 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 March 31 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 December 31 2016

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 March 31 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 March 31 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 March 31 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 March 31 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 March 31 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 March 31 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 March 31 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