CIG16460 Performance & Returns | United US Equity Value Pool Class I

United US Equity Value Pool Class I (CIG16460)

41.45

+0.36 (+0.87%) CAD | Aug 15 2022

Cumulative Total Returns Versus Peers

Performance Versus Category

20%

15%

10%

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Name

YTD

10Y

15Y

Total Return (NAV)

Category Rtn. (NAV)

% Rank in Cat (NAV)

As of August 12, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

YTD

United US Equity Value Pool Class I

10.74%

43.36%

21.77%

5.51%

9.78%

16.31%

-4.91%

27.76%

7.59%

28.47%

-6.59%

S&P/TSX 60 Index Total Return

8.07%

13.26%

12.27%

-7.76%

21.36%

9.78%

-7.58%

21.93%

5.56%

28.04%

-3.63%

United US Equity Value Corporate Class I

10.72%

42.99%

21.63%

5.52%

9.72%

15.77%

-4.94%

26.47%

8.35%

27.82%

-6.94%

Franklin U.S. Core Equity O

16.75%

30.24%

-8.67%

Russell US Equity Pool Sr O

15.01%

40.47%

20.58%

21.78%

7.19%

12.58%

0.30%

21.31%

18.93%

21.86%

-11.15%

BMO U.S. Equity Series I

18.67%

7.49%

17.16%

-0.77%

18.85%

11.39%

29.99%

As of August 12, 2022.

Periodic Total Returns Versus Peers

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Name

10Y

15Y

20Y

United US Equity Value Pool Class I

11.26%

9.60%

-4.28%

-1.42%

13.09%

11.40%

14.14%

11.40%

S&P/TSX 60 Index Total Return

7.46%

2.38%

-5.34%

1.69%

11.41%

9.97%

9.35%

6.15%

9.08%

7.81%

United US Equity Value Corporate Class I

11.13%

9.30%

-4.66%

-1.92%

12.93%

11.07%

13.89%

10.52%

Franklin U.S. Core Equity O

8.35%

4.72%

-1.94%

-1.63%

14.53%

13.18%

Russell US Equity Pool Sr O

9.96%

7.03%

-5.29%

-6.35%

11.85%

11.56%

15.16%

13.75%

BMO U.S. Equity Series I

As of August 12, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

20%

15%

10%

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Name

10Y

15Y

Upside

Downside

Capture Ratio

As of July 31, 2022