December brought mixed economic signals and investor disappointment, especially after comments from Federal Reserve Chairman Jerome Powell. While the Fed announced a 25 basis point rate cut…
US Growth Equity 5-Year Annualized Returns by Decile (%)
December brought mixed economic signals and investor disappointment, especially after comments from Federal Reserve Chairman Jerome Powell. While the Fed announced a 25 basis point rate cut…
November 2024 was a dynamic month for markets, shaped by post-election shifts and evolving economic conditions. Donald Trump’s re-election and a Republican congressional sweep set the stage for…
In October, the US equities experienced notable volatility, with the S&P 500 declining nearly 1% for the month. A significant sell-off in tech stocks primarily drove this downturn, as major companies…
September is typically a challenging month for equities, but this year, markets have defied expectations. Aggressive rate cuts by central banks and easing inflationary pressures have created a more…
Global economies are navigating a phase of moderated inflation following aggressive monetary tightening by central banks, with many now pivoting towards rate cuts as inflation approaches…
July was marked by significant volatility in the US markets. In the first half of the month, an unexpected decline in June’s consumer prices boosted the market. However, a major sell-off in tech stock…
As we pass the mid-year mark, financial markets remain in solid shape, bolstered by a resilient economy, slowing inflation, and early signs of central bank easing. The S&P 500 experienced a significant…
The economic disparity between the U.S. and Canada persisted throughout May. Inflation in the U.S. remains persistently elevated, but recent indicators suggest a potential cooling trend. However…
April presented a challenging landscape for financial markets in both the United States and Canada, each facing distinct economic pressures. In the U.S., financial markets experienced a significant downturn…
As the first quarter of 2024 concluded, the financial markets demonstrated resilience amidst cautious optimism and economic complexities. March showcased divergent inflation trends, with the…
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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 |