Historical Monthly, Quarterly & Annual Benchmark Returns
QV Balanced Fund Index
| Year |
Jan |
Feb |
Mar |
Q1 |
Apr |
May |
June |
Q2 |
July |
Aug |
Sept |
Q3 |
Oct |
Nov |
Dec |
Q4 |
12 Mo |
| 2008 |
-2.2 |
1.7 |
0.2 |
1.0 |
1.9 |
2.2 |
-1.2 |
3.0 |
-2.1 |
1.1 |
-7.9 |
-8.8 |
-7.7 |
- |
- |
- |
- |
| 2007 |
0.6 |
0.6 |
0.6 |
1.9 |
1.2 |
2.3 |
-0.5 |
3.0 |
0.0 |
-0.4 |
2.2 |
1.8 |
2.4 |
-2.9 |
0.6 |
0.0 |
6.8 |
| 2006 |
3.1 |
-0.9 |
2.1 |
4.3 |
0.2 |
-1.8 |
-0.6 |
-2.2 |
1.9 |
1.9 |
-0.9 |
2.9 |
3.0 |
2.3 |
0.6 |
6.0 |
11.3 |
| 2005 |
0.1 |
2.8 |
-0.1 |
2.9 |
-0.9 |
2.1 |
2.4 |
3.6 |
2.8 |
1.9 |
1.6 |
6.4 |
-3.4 |
2.8 |
2.7 |
2.0 |
15.6 |
| 2004 |
2.6 |
2.3 |
-1.0 |
3.9 |
-2.5 |
1.0 |
0.9 |
-0.7 |
-0.2 |
0.1 |
2.1 |
2.1 |
1.8 |
1.4 |
1.9 |
5.1 |
10.7 |
| 2003 |
-0.6 |
0.2 |
-1.8 |
-2.1 |
2.7 |
3.5 |
1.3 |
7.7 |
1.8 |
2.2 |
0.2 |
4.2 |
2.3 |
0.8 |
3.2 |
6.5 |
17.0 |
| 2002 |
-0.1 |
0.2 |
1.0 |
1.1 |
-0.7 |
0.4 |
-3.3 |
-3.7 |
-3.6 |
0.6 |
-3.0 |
-5.8 |
0.6 |
3.1 |
1.2 |
5.0 |
-3.7 |
| 2001 |
2.7 |
-6.9 |
-3.0 |
-7.3 |
2.2 |
1.7 |
-2.7 |
1.1 |
0.4 |
-1.2 |
-3.8 |
-4.6 |
1.6 |
4.0 |
2.0 |
7.9 |
-3.5 |
| 2000 |
0.3 |
5.2 |
2.5 |
8.2 |
-0.8 |
-0.1 |
6.3 |
5.2 |
1.3 |
5.1 |
-4.1 |
2.1 |
-3.9 |
-3.9 |
1.2 |
-6.5 |
8.7 |
| 1999 |
2.3 |
-4.0 |
3.4 |
1.6 |
3.6 |
-1.6 |
1.5 |
3.4 |
0.3 |
-0.7 |
0.3 |
-0.1 |
2.0 |
2.2 |
6.6 |
11.2 |
16.8 |
| 1998 |
0.6 |
3.3 |
4.2 |
8.3 |
1.0 |
-0.2 |
-1.3 |
-0.5 |
-3.2 |
-11.4 |
2.4 |
-12.2 |
5.9 |
1.7 |
1.7 |
9.5 |
3.6 |
| 1997 |
1.7 |
0.9 |
-3.1 |
-0.5 |
1.7 |
4.4 |
1.0 |
7.2 |
5.0 |
-2.3 |
4.3 |
7.0 |
-0.9 |
-2.7 |
1.8 |
-1.8 |
12.1 |
The QV Canadian Balanced Fund Index is weighted as follows:
5.0% DEX 91 Day Treasury Bill Index
45.0% DEX Bond Universe Index
40.0% S&P/TSX Composite Total Return Index
10.0% Morgan Stanley CI World Index in Canadian Dollars
The Canadian Balanced Fund portfolio is not identical to the benchmark and the benchmark is not managed.
