Our US Large Cap Equity Strategy has been underperforming the S&P 500 TR over the last two years. The underperformance coincides with two significant events: Inclusion of a qualitative overlay in 2021…
Our US Large Cap Equity Strategy has been underperforming the S&P 500 TR over the last two years. The underperformance coincides with two significant events: Inclusion of a qualitative overlay in 2021…
Global financial markets posted the first monthly gain since July amid increased volatility. The third quarter earnings season is off to a pretty strong start, with 45% of the S&P 500 having already…
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US Growth Equity 5-Year Annualized Returns by Decile (%)
US Growth Equity 20-Year Annualized Returns by Decile (%)
US Growth Equity 10-Year Annualized Returns by Decile (%)
Canadian HD Equity 10-Year Annualized Return by Decile (%)
Canadian HD Equity 5-Year Annualized Returns by Decile (%)
Canadian HD Equity 20-Year Annualized Returns by Decile (%)
Canadian Equity 20-Year Annualized Returns by Decile (%)
US Large Cap Equity 20-Year Annualized Returns by Decile (%)
International Equity 20-Year Annualized Returns by Decile (%)
Canadian Equity 5-Year Annualized Returns by Decile (%)
US Large Cap Equity 5-Year Annualized Returns by Decile (%)
International Equity 5-Year Annualized Returns by Decile (%)
Canadian Equity 10-Year Annualized Return by Decile (%)
US Large Cap Equity 10-Year Annualized Returns by Decile (%)
International Equity 10-Year Annualized Returns by Decile (%)
| ENRS: Energy | HLTH: Health Care | Last: Last Price |
| MATR: Materials | FINL: Financials | Yield: Dividend Yield |
| INDU: Industrials | INFT: Technology | Q: Quality |
| COND: Discretionary | TELS: Telecom | V: Value |
| CONS: Staples | UTIL: Utilities | M: Momentum |
