Comparative Performance
(January 1, 2000 to May 31, 2008)
| |
Independence Account |
Benchmark Comparison |
| Year 2008 (to May 31, 2008) |
| Canadian Equity |
+10.0% |
+9.7% |
TSE/S&P 60 Index |
|
Canadian Balanced |
+6.5% |
+6.0% |
50% SM Bond Index
50% TSE/S&P 60 Index |
|
Canadian Income Growth |
+9.3% |
+11.1% |
10% SM Bond Index
65% TSE/S&P 60 Index
25% S&P Income Trust** |
| Year 2007 |
| Canadian Equity |
+0.4% |
+11.1% |
TSE/S&P 60 Index |
|
Canadian Balanced |
-0.9% |
+7.5% |
50% SM Bond Index
50% TSE/S&P 60 Index |
|
Canadian Income Growth |
+0.4% |
+9.3% |
10% SM Bond Index
65% TSE/S&P 60 Index
25% S&P Income Trust** |
| Year 2006 |
| Canadian Equity |
+ 9.8% |
+ 19.2% |
TSE/S&P 60 Index |
|
Canadian Balanced |
+ 8.7% |
+11.5% |
50% SM Bond Index
50% TSE/S&P 60 Index |
|
Canadian Income Growth |
+ 8.9%* |
+ 10.1%* |
10% SM Bond Index
65% TSE/S&P 60 Index
25% S&P Income Trust** |
|
| Year 2005 |
| Canadian Equity |
+ 21.51% |
+ 26.29% |
TSE/S&P 60 Index |
|
Canadian Balanced |
+ 14.30% |
+16.16% |
1/2 SM Bond Index,
1/2 TSE/S&P 60 Index |
|
Canadian Income Growth |
+ 20.90%* |
+ 19.49%*
|
1/3 SM Bond Index,
2/3 TSE/S&P 60 Index |
|
| Year 2004 |
| Canadian Equity |
+ 11.02% |
+ 13.84%
|
TSE/S&P 60 Index |
| Canadian Balanced |
+ 11.09% |
+10.49%
|
1/2 SM Bond Index,
1/2 TSE/S&P 60 Index |
| Canadian Income Growth |
+ 13.31%* |
+ 11.61%*
|
1/3 SM Bond Index,
2/3 TSE/S&P 60 Index |
|
| Year 2003 |
| Canadian Equity |
+ 29.34% |
+ 25.51%
|
TSE/S&P 60 Index |
| Canadian Balanced |
+ 25.53% |
+ 16.10%
|
1/2 SM Bond Index,
1/2 TSE/S&P 60 Index |
| Canadian Income Growth |
+ 26.79% |
+ 19.24%
|
1/3 SM Bond Index,
2/3 TSE/S&P 60 Index |
| Year 2002 |
| Canadian Equity |
- 7.37% |
- 13.99%
|
TSE/S&P 60 Index |
| Canadian Balanced |
- 1.62% |
- 2.63%
|
1/2 SM Bond Index,
1/2 TSE/S&P 60 Index |
| Canadian Income Growth |
+ 8.55% |
- 6.42%
|
1/3 SM Bond Index,
2/3 TSE/S&P 60 Index |
| Year 2001 |
| Canadian Equity |
+ 8.25% |
- 16.30%
|
TSE/S&P 60 Index |
| Canadian Balanced |
+ 6.00% |
- 4.11%
|
1/2 SM Bond Index,
1/2 TSE/S&P 60 Index |
| Canadian Income Growth |
+ 16.01% |
- 8.17%
|
1/3 SM Bond Index,
2/3 TSE/S&P 60 Index |
| Year 2000 |
| Canadian Equity |
+ 16.63% |
+ 6.04%
|
TSE/S&P 60 Index |
| Canadian Balanced |
+ 11.84% |
+ 8.43%
|
1/2 SM Bond Index,
1/2 TSE/S&P 60 Index |
| Canadian Income Growth |
+ 28.22%* |
-2.44%*
|
1/3 SM Bond Index,
2/3 TSE/S&P 60 Index |
*since inception of March 31, 2000
**Benchmark change April 1, 2006
All performance figures audited by Ernst & Young
Past performance is no guarantee of future performance and as with all equity investing, capital can be lost.
All figures are gross of fees