Scroll right Income

  • Canadian Income Securities
    Title1 monthYear-to-date1 year3 years5 years10 years20 years30 years5-year Std Dev
    Inflation (One month lag)0.441.952.031.961.671.791.952.071.21
    Treasury Bills0.140.681.570.970.860.842.183.780.14
    Short Term Bonds0.512.534.171.631.902.564.085.761.45
    Total Bond Market1.695.567.002.953.744.585.367.153.99
    Preferred Shares-3.00-1.72-9.884.03-0.792.62 - - 10.03
    REITs1.6713.7715.7810.968.6013.9611.76 - 10.84
    Utilities3.5220.8520.258.418.169.959.209.4111.62
  • U.S. Income Securities
    Title1 monthYear-to-date1 year3 years5 years10 years20 years30 years5-year Std Dev
    Total Bond Market in USD1.784.806.402.502.703.834.856.062.98
    High-Yield Bonds in USD-1.197.495.517.044.409.306.818.005.71
    High-Yield Bonds-0.706.409.958.229.0811.626.348.418.31
    Emerging Market Bonds1.545.3810.704.818.199.088.65 - 9.35
    REITs1.1516.4621.049.0113.6917.8810.0110.9517.93

Scroll right Equity

  • Canadian Equity
    Title1 monthYear-to-date1 year3 years5 years10 years20 years30 years5-year Std Dev
    Total Market-3.0613.363.037.624.987.566.987.709.61
    Large Cap-3.0813.374.558.696.017.397.108.509.67
    Value-5.0911.370.669.385.219.008.188.4512.22
    Growth-1.8715.254.476.544.995.003.686.079.66
    Small Cap-4.155.82-12.210.45-1.105.394.08 - 14.53
  • U.S. Equity
    Title1 monthYear-to-date1 year3 years5 years10 years20 years30 years5-year Std Dev
    Large Cap-5.899.618.1612.9514.5716.365.3610.1712.68
    Large Cap in USD-6.3510.743.7811.729.6613.955.839.7612.87
    Large Cap Value-7.116.885.449.3311.4714.554.96 - 11.68
    Large Cap Growth-4.8212.0610.6316.0717.2317.955.47 - 14.50
    Small Cap-7.328.15-5.2110.9611.4915.237.179.3717.35
    Small Cap in USD-7.789.26-9.049.756.7112.847.648.9617.85
    Small Cap Value-7.715.59-7.588.879.7014.048.0210.2116.54
  • International Equity
    Title1 monthYear-to-date1 year3 years5 years10 years20 years30 years5-year Std Dev
    Developed Markets-4.186.95-1.267.526.328.983.895.4111.91
    Developed Markets in Local Currencies-4.499.44-1.827.445.518.363.974.5711.73
    Europe-4.787.98-0.526.995.048.993.958.2814.08
    Pacific-3.065.30-2.508.738.959.133.822.5314.05
    Developed Markets Value-5.123.44-3.776.604.307.684.156.1611.94
    Developed Markets Growth-3.3010.461.238.378.2810.223.494.5612.63
    Developed Markets Small Cap-4.727.14-7.827.218.8812.13 - - 12.76
    Emerging Markets-6.763.13-4.4811.506.737.627.368.8615.69

Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of May 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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