Actual Rates of Return
As at April 30, 2008:
|
1 YEAR |
3 YEAR |
5 YEAR |
10 YEAR |
15 YEAR |
Money Market |
3.9% |
3.4% |
2.9% |
3.4% |
3.9% |
Mortgage & Income |
3.8% |
3.4% |
3.9% |
4.7% |
5.9% |
Diversified Fund |
-6.2% |
13.7% |
17.4% |
7.7% |
10.4% |
Growth Fund |
8.0% |
15.6% |
17.3% |
10.7% |
11.1% |
Balanced Fund |
-1.0% |
9.9% |
12.3% |
6.3% |
8.5% |
Dividend Fund |
-3.0% |
10.8% |
13.2% |
N/A |
N/A |
Global Fund |
-9.6% |
6.0% |
9.0% |
1.6% |
5.4% |
Source: www.morningstar.com
The rate of return is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the mutual fund or returns on investment in the mutual fund.
Becoming a member of OTG provides access to one of Canada’s most exclusive and reputable financial organizations. OTG’s Family of Mutual Funds was ranked 7th out of 138 Canadian Mutual Fund Companies in the Annual Mutual Fund Family Rankings (MoneySense Summer 2006). |
