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Fund Report: Simple Annual Returns Report Simple Annual Returns report

This report displays simple (not compounded) annual returns.

You can sort the data in a column by clicking on the column heading. Click once to sort in ascending order; click again to sort in descending order.

Statistics show the return of the fund for the given time period and do not reflect the effects of sales charges or taxes. Management Expense Ratio (MER) is deducted from the prices that fund companies report to GLOBEfund, provided that the fund, or fund company, is a member of the Investment Funds Institute of Canada (IFIC). For these funds, MER has been accounted for in the returns shown in reports and charts.

Below is a description of some of the data shown in this report:

5-Star Rating - The Globefund 5-Star Ratings, based on a system developed by Algorithmics Inc., provide a simple rating for most mutual funds in Canada. Funds are ranked from one to five stars, with the top ranked funds getting five stars and the lowest ranked funds getting one star. Click here for more information.

YTD % (Year To Date) - the percent change in the fund price since the end of the previous year.

[Year] % - a fund's return for a 12 month time period corresponding to calendar years.

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