Index Funds and their Performance

Index Funds Available Through ScotiaMcLeod & Their Performance

Mutual Fund	1 Year (%)	2 Year (%)	3 Year (%)	5 Year (%)	10 Year (%)	Risk *	Min Invest ($)	MER
Altamira American Index	12.02	-7.77	-8.88	-2.58	-3.06	13.59	1,000	0.86
Altamira Canadian Index	27.08	-0.17	-2.55	6.98	4.79	19.94	1,000	0.52
Altamira International Index	23.23	-9.27	-10.75	-0.86	-2.92	16.47	1,000	0.93
Altamira Intl Currency Neutral Index	26.92	-9.63	-11.44	0.70	-2.08	20.46	1,000	0.52
Altamira US Currency Neutral Index	29.27	-8.87	-10.35	-2.58	-2.67	20.59	1,000	0.52
BMO Equity Index	29.91	-0.99	-3.15	5.66	4.17	19.69	500	1.00
BMO US Equity Index	26.38	-9.53	-11.11	-3.60	-3.94	18.54	500	1.09
BMO US Equity Index U$	11.54	-10.05	-11.48	-4.28	-5.28	13.24	500	1.13
CIBC Aggressive Index Portfolio	16.19	-0.37	-1.24	3.53	3.38	10.63	500	na
CIBC Asia Pacific Index	20.70	-6.83	-7.74	1.09	na	15.68	500	1.10
CIBC Balanced Index	16.07	0.18	-0.68	3.83	2.53	8.78	500	1.08
CIBC Canadian Bond Index	8.15	3.86	4.57	4.24	5.86	3.60	500	1.06
CIBC Canadian Index	30.08	-1.05	-3.21	5.66	4.00	19.83	500	1.08
CIBC Canadian Short-Term Bond Index	5.04	4.67	5.18	3.81	4.87	2.24	500	0.97
CIBC Conservative Index Portfolio	10.00	2.18	1.92	3.75	4.08	4.57	500	na
CIBC Emerging Markets Index	46.91	0.88	-0.44	10.46	na	22.24	500	1.37
CIBC European Index	20.88	-9.77	-11.90	-0.94	-1.93	17.80	500	1.04
CIBC Global Bond Index	-9.08	3.16	3.81	0.62	2.75	15.65	500	1.04
CIBC Income-Focused Index Portfolio	5.22	3.68	4.13	3.60	4.69	2.19	500	na
CIBC International Index	18.14	-10.00	-11.76	-1.03	-2.61	16.38	500	1.11
CIBC Moderate Index Portfolio	14.16	0.49	-0.15	3.61	3.71	7.52	500	na
CIBC Nasdaq Index	26.05	-2.10	-4.80	-1.06	na	18.68	500	1.17
CIBC US Broad Market Index	13.96	-9.15	-10.69	-3.17	-4.15	14.16	500	1.08
CIBC US Index	12.67	-10.09	-11.56	-4.09	-4.97	14.21	500	1.00
CIBC Very Aggressive Index Port Non-RSP	16.92	-2.92	-4.14	2.25	1.67	10.76	500	na
CIBC Very Aggressive Index Portfolio RSP	16.92	-3.05	-4.22	2.05	1.43	10.75	500	na
CIBC Very Conservative Index Portfolio	8.12	3.15	3.13	3.93	4.47	3.19	500	na
Meritas Jantzi Social Index	32.78	-2.83	-5.09	4.15	na	19.72	500	1.94
Middlefield Equity Index Class	16.50	-4.91	-7.21	2.46	na	16.70	1,000	2.25
RBC Canadian Bond Index	2.19	4.66	5.24	4.52	na	4.00	500	0.63
RBC Canadian Index	30.86	-0.62	-2.80	6.05	4.51	19.88	500	0.68
RBC US Index	14.63	-9.68	-10.99	-3.76	-4.79	14.03	500	0.70
RBC US Index Currency Neutral	29.15	-9.14	-10.65	-2.78	-2.79	20.63	500	0.69
Scotia Canadian Bond Index	6.74	4.14	4.81	4.34	5.78	3.65	500	0.91
Scotia Canadian Index	30.99	-0.74	-2.94	5.82	4.48	19.79	500	0.99
Scotia CanAm Index	14.89	-10.32	-11.68	-4.18	-5.91	14.14	500	0.98
Scotia International Index	19.06	-9.68	-11.06	-1.26	-3.05	15.66	500	1.14
Scotia Nasdaq Index	28.45	-2.32	-4.91	-0.98	na	18.92	500	1.01
Scotia US Index	14.44	-10.02	-11.39	-3.99	-4.97	13.99	500	0.89
TD Balanced Index - I	16.70	0.36	-0.33	3.86	3.77	8.77	2,000	0.84
TD Canadian Bond Index - e	7.64	4.47	5.16	4.78	na	3.76	na	0.48
TD Canadian Bond Index - I	7.39	4.18	4.85	4.42	5.92	3.72	2,000	0.79
TD Canadian Index - e	31.30	-0.35	-2.55	6.27	4.89	19.90	na	0.31
TD Canadian Index - I	30.72	-0.94	-3.11	5.76	4.34	19.93	2,000	0.84
TD European Index - e	24.24	-9.47	-11.49	-0.40	-1.32	18.37	na	0.48
TD European Index - I	23.74	-9.96	-11.97	-0.88	-1.83	18.42	2,000	0.97
TD International Index - e	21.49	-9.47	-11.06	-0.45	na	16.90	na	0.48
TD International Index - I	20.53	-10.24	-11.78	-1.29	-2.93	16.85	2,000	1.31
TD Japanese Index - e	2.78	-13.52	-13.25	-3.38	-6.43	15.70	na	0.48
TD Japanese Index - I	2.24	-14.03	-13.72	-3.88	-6.95	15.73	2,000	0.98
TD Mgd Idx Agrsv Growth Pt - e	17.96	-5.39	-6.58	1.12	0.43	11.96	na	1.32
TD Mgd Idx Agrsv Growth Pt - I	17.48	-5.67	-6.87	0.82	0.10	11.96	2,000	1.62
TD Mgd Idx Bal Growth Port - e	15.06	-3.06	-3.85	1.82	1.63	9.44	na	1.27
TD Mgd Idx Bal Growth Port - I	14.74	-3.36	-4.11	1.53	1.29	9.40	2,000	1.57
TD Mgd Idx Inc & Mod Growth Port - e	13.20	-1.28	-1.70	2.41	2.46	7.52	na	1.22
TD Mgd Idx Inc & Mod Growth Port - I	12.83	-1.56	-1.98	2.11	2.16	7.51	2,000	1.52
TD Mgd Idx Inc Port - e	11.20	0.43	0.38	2.91	3.37	5.85	na	1.17
TD Mgd Idx Inc Port - I	10.78	0.14	0.06	2.61	3.10	5.86	2,000	1.47
TD Mgd Idx Max Eq Growth Port - e	20.46	-7.77	-9.38	0.26	-1.20	14.70	na	1.37
TD Mgd Idx Max Eq Growth Port - I	20.34	-8.04	-9.62	0.00	-1.53	14.71	2,000	1.67
TD NASDAQ Index - I	43.25	-0.59	-3.38	0.54	-8.59	24.03	2,000	0.96
TD US Index - e	15.24	-9.40	-10.76	-3.33	-4.27	14.34	na	0.33
TD US Index - I	15.11	-9.58	-10.95	-3.52	-4.47	14.40	2,000	0.53
TD US Index Currency Neutral - I	28.30	-8.78	-10.21	-2.58	-2.69	20.32	2,000	0.84

64 Funds Returned    For Periods Ending: 2/28/2010

 

Click on a fund name for more information on that fund.

 

* Risk is the volatility of returns, see risk calculations.

All these funds are available through ScotiaMcLeod. Certain funds may have large minimum investments, sales charges, loads or administrative fees etc, or may not be available for PAC plans, SWP plans or payroll deduction.  Please contact us for details and recommendations regarding the right funds for your portfolio.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rate(s) of return is (are) the historical annual compounded total return(s) including changes in (share or unit) value and reinvestment of all (dividends or distributions) and does (do) not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. See more disclaimers ...