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Current Performance as at June 1, 2020

  Current Value 1 Day % change Weekly % change Month-To-Date % change 30 Day % change
U.S. Equity Fund $CAD $50.59 -0.61% 1.18% -0.61% 8.72%
S&P 500 Index $CAD 4,164.96 -0.77% 0.55% -0.77% 4.60%
 
U.S. Equity Fund $USD $37.12 0.54% 4.03% 0.54% 12.20%
S&P 500 Index $USD 3,055.73 0.38% 3.39% 0.38% 7.95%

Short Term Rates of Return (%) for the period ended April 30, 2020

  1 Month 3 Months 6 Months YTD
U.S. Equity Fund $CAD 12.30% -2.70% 1.52% -3.00%
S&P 500 Index $CAD 10.62% -4.61% 2.36% -2.85%
 
U.S. Equity Fund $USD 14.53% -7.44% -3.95% -9.43%
S&P 500 Index $USD 12.82% -9.26% -3.16% -9.29%
S&P MidCap 400 Index $USD 14.18% -17.58% -15.02% -19.73%
S&P SmallCap 600 Index $USD 12.70% -20.94% -19.42% -24.08%
NASDAQ Composite Index $USD * 15.45% -2.86% 7.20% -0.93%
*Not total return

Annualized Rates of Return (%) for the period ended April 30, 2020

  1 Year 3 Years 5 Years 10 Years 15 Years 20 Years Since Inception*
U.S. Equity Fund $CAD 2.87% 8.18% 10.42% 13.37% 9.08% 9.78% 12.45%
S&P 500 Index $CAD 4.52% 9.70% 12.28% 15.26% 9.31% 5.26% 9.99%
 
U.S. Equity Fund $USD -0.74% 7.53% 7.32% 9.86% 8.35% 10.12% 11.99%
S&P 500 Index $USD 0.86% 9.04% 9.12% 11.69% 8.59% 5.58% 9.55%
S&P MidCap 400 Index $USD -14.94% -0.03% 3.58% 8.86% 8.20% 7.84% 10.90%
S&P SmallCap 600 Index $USD -19.60% -1.79% 3.37% 8.74% 7.78% 8.08% 10.15%
NASDAQ Composite Index $USD ** 9.81% 13.70% 12.46% 13.70% 10.75% 4.26% 10.44%
*Date of Inception: October 13, 1992   **Not total return

Annual Rates of Return (%) for Calendar Years

  2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
U.S. Equity Fund $CAD 21.5% 3.0% 16.1% 3.8% 20.8% 21.7% 44.2% 6.6% 1.7% 11.6%
S&P 500 Index $CAD 25.2% 4.0% 13.8% 8.6% 21.0% 24.0% 41.5% 13.5% 4.4% 8.9%
 
U.S. Equity Fund $USD 27.7% -5.3% 24.2% 7.0% 1.2% 11.6% 34.9% 8.9% -0.5% 17.9%
S&P 500 Index $USD 31.5% -4.4% 21.8% 12.0% 1.4% 13.7% 32.4% 16.0% 2.1% 15.1%
S&P MidCap 400 Index $USD 26.2% -11.1% 16.2% 20.7% -2.2% 9.8% 33.5% 17.9% -1.7% 26.6%
S&P SmallCap 600 Index $USD 22.8% -8.5% 13.2% 26.6% -2.0% 5.8% 41.3% 16.3% 1.0% 26.3%
NASDAQ Composite Index $USD 35.2% -3.9% 28.2% 7.5% 5.7% 13.4% 38.3% 15.9% -1.8% 16.9%