Scroll right Income

  • Canadian Income Securities
    Title1 monthYear-to-date1 year3 years5 years10 years20 years30 years5-year Std Dev
    Inflation (One month lag)-0.222.172.021.831.601.701.942.031.20
    Treasury Bills0.150.961.651.040.890.862.163.720.15
    Short Term Bonds-0.012.664.211.481.882.484.085.651.43
    Total Bond Market0.176.708.342.433.784.485.487.053.86
    Preferred Shares1.310.37-9.253.75-0.712.36 - - 10.04
    REITs1.5715.7614.648.738.7913.2211.78 - 9.99
    Utilities1.7924.6220.026.988.849.349.429.4510.70
  • U.S. Income Securities
    Title1 monthYear-to-date1 year3 years5 years10 years20 years30 years5-year Std Dev
    Total Bond Market in USD0.226.358.082.173.053.754.975.932.93
    High-Yield Bonds in USD0.5610.566.926.775.108.666.958.065.49
    High-Yield Bonds1.066.307.837.019.1110.796.248.467.65
    Emerging Market Bonds1.327.3911.433.738.369.008.55 - 8.59
    REITs2.0416.4415.045.3613.3817.3210.1910.8415.72

Scroll right Equity

  • Canadian Equity
    Title1 monthYear-to-date1 year3 years5 years10 years20 years30 years5-year Std Dev
    Total Market0.3416.623.057.144.447.396.937.539.03
    Large Cap0.2316.163.378.215.237.237.018.298.98
    Value-0.3013.890.299.524.148.048.078.2911.40
    Growth0.2118.503.675.674.575.563.385.869.13
    Small Cap3.1313.87-4.26-0.61-0.495.844.36 - 14.28
  • U.S. Equity
    Title1 monthYear-to-date1 year3 years5 years10 years20 years30 years5-year Std Dev
    Large Cap2.4416.189.4513.8115.7116.335.4710.1811.15
    Large Cap in USD1.9420.848.5213.5411.4514.096.179.7812.00
    Large Cap Value2.2614.187.1910.5512.7914.595.18 - 10.62
    Large Cap Growth1.6516.8910.4916.2117.9817.745.42 - 12.40
    Small Cap1.0713.12-3.6010.6212.6814.687.239.5715.29
    Small Cap in USD0.5817.66-4.4210.368.5312.477.959.1716.35
    Small Cap Value0.659.27-6.928.2110.8213.388.0510.3614.81
  • International Equity
    Title1 monthYear-to-date1 year3 years5 years10 years20 years30 years5-year Std Dev
    Developed Markets-0.788.69-1.257.656.828.413.545.1911.19
    Developed Markets in Local Currencies0.7214.960.778.916.558.134.024.5611.20
    Europe-1.449.81-1.847.856.178.443.817.8711.95
    Pacific0.336.88-0.107.548.158.512.982.4011.41
    Developed Markets Value-1.763.51-5.586.704.346.943.675.9011.44
    Developed Markets Growth0.1313.883.068.509.229.813.274.3911.65
    Developed Markets Small Cap-0.217.78-6.447.329.1411.30 - - 11.68
    Emerging Markets-0.665.29-0.969.086.136.986.969.2512.66

Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of July for the various Canadian, U.S. and international markets that we follow.

Source: DFA 2.0
This report is published by PWL Capital Inc. for your information only. Information on which this report is based is available on request. Particular investments or trading strategies should be evaluated relative to each individual’s objectives in consultation with the Investment Advisor. Opinions of PWL Capital constitute its judgment as of the above mentioned date, are subject to change without notice and are provided in good faith but without responsibility for any errors or omissions contained herein. This publication is furnished on the basis and understanding that neither PWL Capital Inc. nor its employees, agents or information suppliers is to be under any responsibility of liability whatsoever in respect thereof.

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