Index Funds and their Performance

Index Funds Available Through ScotiaMcLeod & Their Performance

Mutual Fund






Risk *



BMO US Dollar Equity Index A8.7213.729.8117.0410.3210.785001.02
CIBC Aggressive Index Portfolio2.475.822.825.694.294.47500na
CIBC Asia Pacific Index15.0116.717.8711.676.2311.525001.24
CIBC Asia Pacific Index Premium15.7517.448.5512.38na11.54na0.63
CIBC Balanced Index2.386.003.085.774.514.535001.19
CIBC Balanced Index Premium3.196.863.916.63na4.53na0.39
CIBC Canadian Bond Index0.460.480.211.863.313.445001.16
CIBC Canadian Bond Index Premium1.231.260.982.65na3.45na0.39
CIBC Canadian Index0.618.612.935.763.387.325001.14
CIBC Canadian Index Premium1.359.423.696.55na7.32na0.39
CIBC Canadian Short-Term Bd Idx Premium-0.640.150.381.27na1.19na0.39
CIBC Canadian Short-Term Bond Index-1.32-0.54-0.320.561.841.195001.09
CIBC Conservative Index Portfolio0.532.491.172.722.792.19500na
CIBC Emerging Markets Index20.4520.018.789.254.1312.265001.39
CIBC Emerging Markets Index Premium21.3520.909.6010.06na12.27na0.65
CIBC European Index10.0310.794.4110.323.4412.245001.23
CIBC European Index Premium10.8511.615.1811.14na12.25na0.49
CIBC Global Bond Index2.510.452.694.833.328.425001.19
CIBC Global Bond Index Premium3.221.153.405.58na8.42na0.49
CIBC Income-Focused Index Portfolio-
CIBC International Index10.3111.895.1710.294.0011.465001.24
CIBC International Index Premium10.9612.555.7910.93na11.47na0.65
CIBC Moderate Index Portfolio1.984.832.424.994.093.84500na
CIBC Nasdaq Index16.8220.3515.3523.9916.2915.865001.26
CIBC Nasdaq Index Premium17.8421.4016.3825.09na15.87na0.39
CIBC US Broad Market Index8.5813.979.1616.6610.7911.505001.18
CIBC US Broad Market Index Premium9.4514.8810.0117.58na11.50na0.39
CIBC US Index8.7113.349.7117.0410.3611.565001.18
CIBC US Index Premium9.5714.2410.5817.97na11.57na0.39
CIBC Very Aggressive Index Port Non-RSP4.337.823.907.524.755.97500na
CIBC Very Aggressive Index Portfolio RSP4.337.823.907.524.735.97500na
CIBC Very Conservative Index Portfolio-
Meritas Jantzi Social Index3.149.693.946.343.278.125002.14
NBI Canadian Index1.509.723.966.923.887.411,0000.66
NBI International Currency Neutral Index5.4111.992.957.583.1111.121,0000.67
NBI International Index10.4412.655.4910.544.4111.651,0000.66
NBI US Currency Neutral Index11.9313.889.2112.077.5610.531,0000.67
NBI US Index14.4518.0113.0017.5011.1212.421,0000.67
PowerShares Canadian Dividend Idx Cl A-2.716.773.236.15na8.27na1.82
PRO Fundamental Balanced Index Cl A2.042.49nanananana3.38
PRO Fundamental Balanced Index Cl B-5.20-0.280.36nana5.41na3.32
RBC Canadian Bond Index A0.740.730.492.113.613.441,0000.81
Scotia Canadian Bond Index0.600.690.432.083.473.445000.85
Scotia Canadian Index0.708.743.035.853.557.355000.99
Scotia CanAm Index8.7013.469.8216.9810.3011.725001.09
Scotia International Index10.0411.814.5210.173.7611.705001.25
Scotia Nasdaq Index16.0719.7714.8723.3515.7816.005001.15
Scotia US Index8.8513.499.8617.1510.4511.475001.07
TD Balanced Index - I2.325.372.765.534.494.282,0000.89
TD Canadian Bond Index - I0.480.580.392.063.513.442,0000.83
TD Canadian Index - I0.878.873.176.013.607.312,0000.88
TD Dow Jones Industrial Avg Index - I14.3017.7012.7117.3410.9612.19na0.89
TD European Index - I10.4411.014.6110.723.6612.422,0001.02
TD International Idx Currency Neutral-I5.5911.302.537.623.0311.09na1.00
TD International Index - I10.6612.075.3410.774.1011.802,0001.00
TD Mgd Idx Agrsv Growth Pt - I4.718.594.578.855.067.062,0001.63
TD Mgd Idx Bal Growth Port - I3.686.483.517.114.675.782,0001.60
TD Mgd Idx Inc & Mod Growth Port - I2.784.872.575.984.474.882,0001.53
TD Mgd Idx Inc Port - I1.873.251.684.614.064.132,0001.49
TD Mgd Idx Max Eq Growth Port - I5.8610.865.7310.715.488.502,0001.68
TD NASDAQ Index - I20.0920.5314.2818.3812.9813.642,0001.01
TD US Index Currency Neutral - I11.6513.428.6511.707.3110.192,0000.89
TD US Index I9.3014.3910.4717.7911.0810.872,0000.55

63 Funds Returned    For Periods Ending: 3/31/2018


Click on a fund name for more information on that fund.


* Risk is the volatility of returns, see risk calculations.

All these funds are available through ScotiaMcLeod. Certain funds may have large minimum investments, sales charges, loads or administrative fees etc, or may not be available for PAC plans, SWP plans or payroll deduction. F-class funds are available for purchase in our Fee Based account platforms where a separate portfolio fee is billed quarterly to your account to cover our investment management, financial planning and due diligence services. Please contact us for details and recommendations regarding the right funds for your portfolio.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rate(s) of return is (are) the historical annual compounded total return(s) including changes in (share or unit) value and reinvestment of all (dividends or distributions) and does (do) not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. See more disclaimers ...


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