Average Annual Total Returns as of 12/31/2020
Strategy Name | QTR | 1 YR | 3 YR | 5 YR | 10 YR | Since Incep. |
---|---|---|---|---|---|---|
Active Core Bond Strategy - Gross of Fees | 1.74 | 8.27 | 5.69 | 5.00 | 4.49 | 4.66 |
Active Core Bond Strategy - Net of Fees | 1.62 | 7.73 | 5.17 | 4.52 | 4.07 | 4.26 |
Bloomberg Barclays U.S. Aggregate Bond Index | 0.67 | 7.51 | 5.34 | 4.43 | 3.84 | 4.46 |
Strategy Name | QTR | 1 YR | 3 YR | 5 YR | 10 YR | Since Incep. |
---|---|---|---|---|---|---|
Canadian Equity Strategy - Gross of Fees | 14.83 | 5.82 | 4.65 | 10.40 | 2.71 | 8.02 |
Canadian Equity Strategy - Net of Fees | 14.70 | 5.35 | 4.12 | 9.85 | 2.22 | 7.52 |
S&P/TSX Capped Composite IDX | 14.25 | 7.49 | 5.15 | 11.23 | 3.16 | 7.29 |
Strategy Name | QTR | 1 YR | 3 YR | 5 YR | 10 YR | Since Incep. |
---|---|---|---|---|---|---|
China Equity Strategy - Gross of Fees | 11.59 | 51.01 | 16.01 | 20.63 | 9.03 | 15.83 |
China Equity Strategy - Net of Fees | 11.54 | 50.71 | 15.69 | 19.93 | 7.90 | 14.40 |
MSCI China/MSCI China 10% capped | 11.20 | 29.49 | 9.05 | 15.05 | 7.61 | 14.04 |
Strategy Name | QTR | 1 YR | 3 YR | 5 YR | 10 YR | Since Incep. |
---|---|---|---|---|---|---|
Emerging Markets Equity Select Strategy - Gross of Fees | 20.19 | 31.63 | 12.85 | 17.76 | - | 12.08 |
Emerging Markets Equity Select Strategy - Net of Fees | 19.89 | 30.74 | 12.34 | 17.04 | - | 11.33 |
MSCI Emerging Markets | 19.70 | 18.31 | 6.17 | 12.80 | 3.63 | 7.62 |
Strategy Name | QTR | 1 YR | 3 YR | 5 YR | 10 YR | Since Incep. |
---|---|---|---|---|---|---|
Global Equity Select Strategy - Gross of Fees | 17.13 | 25.37 | 16.68 | 16.83 | 11.86 | 7.91 |
Global Equity Select Strategy - Net of Fees | 16.91 | 24.81 | 16.23 | 16.26 | 11.17 | 7.22 |
MSCI All Country World Index | 14.68 | 16.25 | 10.06 | 12.25 | 9.13 | 6.64 |
Strategy Name | QTR | 1 YR | 3 YR | 5 YR | 10 YR | Since Incep. |
---|---|---|---|---|---|---|
US Equity Select Strategy - Gross of Fees | 14.33 | 24.38 | 17.82 | 16.10 | 14.92 | 11.52 |
US Equity Select Strategy - Net of Fees | 14.23 | 23.96 | 17.23 | 15.47 | 14.27 | 10.86 |
S&P 500 | 12.15 | 18.40 | 14.18 | 15.21 | 13.88 | 10.01 |
Strategy Name | QTR | 1 YR | 3 YR | 5 YR | 10 YR | Since Incep. |
---|---|---|---|---|---|---|
US Premier Growth Equity Strategy - Gross of Fees | 9.89 | 35.40 | 22.52 | 19.72 | 17.33 | 11.59 |
US Premier Growth Equity Strategy - Net of Fees | 9.71 | 34.52 | 21.73 | 18.95 | 16.58 | 10.87 |
S&P 500 Russell 1000 Growth Linked | 11.39 | 38.49 | 22.98 | 20.99 | 17.21 | 10.43 |