Index Funds and their Performance

Index Funds Available Through ScotiaMcLeod & Their Performance

Mutual Fund






Risk *



BMO US Dollar Equity Index A14.3915.2112.2616.7211.3410.305001.02
CIBC Aggressive Index Portfolio5.375.884.376.634.414.38500na
CIBC Asia Pacific Index9.6215.107.1811.316.2411.505001.24
CIBC Asia Pacific Index Premium10.3215.837.8612.01na11.52na0.63
CIBC Balanced Index5.676.224.696.704.664.455001.19
CIBC Balanced Index Premium6.517.095.547.56na4.45na0.39
CIBC Canadian Bond Index-0.18-0.570.962.453.443.385001.16
CIBC Canadian Bond Index Premium0.590.201.753.24na3.39na0.39
CIBC Canadian Index9.199.515.778.033.157.155001.14
CIBC Canadian Index Premium10.0010.326.558.84na7.15na0.39
CIBC Canadian Short-Term Bd Idx Premium0.09-0.010.421.45na1.14na0.39
CIBC Canadian Short-Term Bond Index-0.60-0.70-0.280.741.901.145001.09
CIBC Conservative Index Portfolio2.542.472.053.362.852.20500na
CIBC Emerging Markets Index8.1815.126.478.803.3812.515001.39
CIBC Emerging Markets Index Premium8.9915.987.269.61na12.52na0.65
CIBC European Index4.9012.264.719.774.0012.065001.23
CIBC European Index Premium5.6913.095.4810.59na12.06na0.49
CIBC Global Bond Index1.44-1.443.084.573.778.235001.19
CIBC Global Bond Index Premium2.15-0.753.795.32na8.23na0.49
CIBC Income-Focused Index Portfolio-0.05-0.320.461.462.271.82500na
CIBC International Index6.4712.535.379.834.3511.245001.24
CIBC International Index Premium7.1013.206.0010.47na11.25na0.65
CIBC Moderate Index Portfolio4.604.773.865.874.213.78500na
CIBC Nasdaq Index25.8726.9318.7624.5317.0915.665001.26
CIBC Nasdaq Index Premium26.9828.0519.8225.64na15.67na0.39
CIBC US Broad Market Index14.6916.1111.8716.6011.7910.985001.18
CIBC US Broad Market Index Premium15.6117.0312.7417.52na10.98na0.39
CIBC US Index14.1215.3612.1316.8811.3811.065001.18
CIBC US Index Premium15.0216.2713.0217.80na11.06na0.39
CIBC Very Aggressive Index Port Non-RSP6.678.205.368.194.985.81500na
CIBC Very Aggressive Index Portfolio RSP6.678.205.368.194.975.81500na
CIBC Very Conservative Index Portfolio1.
Meritas Jantzi Social Index11.7912.156.678.433.107.955002.14
NBI Canadian Index11.1511.487.159.413.577.311,0000.66
NBI International Currency Neutral Index5.8213.544.608.153.5310.931,0000.67
NBI International Index7.0013.175.7210.044.6211.411,0000.66
NBI US Currency Neutral Index12.2514.3410.2512.148.1910.441,0000.67
NBI US Index16.3218.9314.8116.7312.3211.731,0000.67
PowerShares Canadian Dividend Idx Cl A1.666.755.047.51na7.91na1.82
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 A0.11-,0000.81
Scotia Canadian Bond Index0.00-0.361.182.683.603.395000.85
Scotia Canadian Index9.289.615.888.143.337.185000.99
Scotia CanAm Index13.9715.0912.1816.7911.2711.235001.09
Scotia International Index6.0111.914.649.554.0211.565001.25
Scotia Nasdaq Index25.4026.3218.3223.9416.5515.795001.15
Scotia US Index14.4015.4112.2816.9611.4210.965001.07
TD Balanced Index - I4.915.374.276.484.594.202,0000.89
TD Canadian Bond Index - I-0.10-0.451.122.653.633.392,0000.83
TD Canadian Index - I9.489.786.048.303.377.152,0000.88
TD Dow Jones Industrial Avg Index - I16.5718.7514.5616.6312.2311.53na0.89
TD European Index - I5.5112.665.0610.034.2312.302,0001.02
TD International Idx Currency Neutral-I5.7813.
TD International Index - I7.0412.925.6710.224.4711.622,0001.00
TD Mgd Idx Agrsv Growth Pt - I7.819.406.309.475.506.892,0001.63
TD Mgd Idx Bal Growth Port - I5.646.784.967.695.015.612,0001.60
TD Mgd Idx Inc & Mod Growth Port - I4.034.803.836.534.774.732,0001.53
TD Mgd Idx Inc Port - I2.482.852.775.154.304.002,0001.49
TD Mgd Idx Max Eq Growth Port - I9.9412.137.7011.326.008.312,0001.68
TD NASDAQ Index - I23.5325.4316.2319.1313.4313.692,0001.01
TD US Index Currency Neutral - I11.9213.919.6911.747.9510.112,0000.89
TD US Index I14.8215.8512.8917.5012.1110.362,0000.55

63 Funds Returned    For Periods Ending: 6/30/2018


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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