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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 September 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...

$15.00

Canadian Equity Balanced September 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...

$15.00

Canadian Focused Equity September 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...

$15.00

Canadian Focused Small Mid Cap Equity September 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...

$15.00

Canadian Fixed Income Balanced September 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...

$15.00

Canadian Fixed Income September 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...

$15.00

Canadian Neutral Balanced September 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...

$15.00

Canadian Inflation Protected Fixed Income September 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...

$15.00

Canadian Long Term Fixed Income September 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...

$15.00

Canadian Money Market September 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...

$15.00

Canadian Short Term Fixed Income September 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...

$15.00

Canadian Small or Mid Cap Equity September 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...

$15.00

Canadian Dividend & Income Equity September 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...

$15.00

U.S. Equity September 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...

$15.00

U.S. Small or Mid Cap Equity September 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...

$15.00

U.S. Money Market September 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...

$15.00

North American Equity September 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...

$15.00

Global Neutral Balanced September 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...

$15.00

2025+ Target Date Portfolio September 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...

$15.00

2015 Target Date Portfolio September 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...

$15.00