Step 1: Describe the long term recommended asset mix of your portfolio by indicating the percentage that is invested in each asset class:

Cash (SC 91 day T-Bill)
Bonds (Scotia Capital Universe Bond Total Return Index)
Canadian Equities (S&P/TSX Composite)
Income Trusts (S&P/TSX Capped Income Trust)
US Equities (S&P 500)
International Equities (MSCI EAFE)
Hedge Fund (MackenzieAlternative Strategies)
Total: %

Step 2:
Press the calculate button to find your benchmark returns.

Period Benchmark Return
May 2008 (total return)
Three month return ending May 31 2008 (total return)
Calendar year to date for month ending May 31 2008 (total return)
One year return ending May 31 2008 (annualized)
Three year return ending May 31 2008 (annualized)
Five year return ending May 31 2008 (annualized)

Step 3: If you know your annualized rate of return enter it in the one year, three year, and five year boxes below (use the actual total return, rather than the annualized return, for the ‘current month’ and the calendar year to date). This will allow you to compare your actual performance with your benchmark. If you do not know your actual rate of return you should ask your financial advisor or go to ShowMeTheReturn.com

Period Your Actual Return
May 2008 (total return) %
 
Three month return ending May 31 2008 (total return) %
 
Calendar year to date for month ending May 31 2008 (total return) %
 
One year return ending May 31 2008 (annualized) %
 
Three year return ending May 31 2008 (annualized) %
 
Five year return ending May 31 2008 (annualized) %
 

Step 4: Press the compare button to compare your actual returns with your benchmark return.

Period Benchmark Return Actual Return Difference
May 2008 (total return)
Three month return ending May 31 2008 (total return)
Calendar year to date for month ending May 31 2008 (total return)
One year return ending May 31 2008 (annualized)
Three year return ending May 31 2008 (annualized)
Five year return ending May 31 2008 (annualized)

Home | Disclaimer | Privacy Designed by 5th Business