In February 2025, the US economy continued its transition into a slower growth phase, marked by a cooling labor market, persistent inflation, and softening consumer activity. Financial markets…
In January 2025, U.S. financial markets exhibited resilience amid geopolitical uncertainties and economic shifts. Investor sentiment was buoyed by expectations of deregulation and favorable conditions…
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…
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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 |
