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PEBA Home / Home / Unit Values & Rates / Fund Performance Bulletin / March 2006

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Public Employees Pension Plan
Fund Performance Bulletin
 
Fund Performance Bulletin - March 31, 2007
 
Annualized Returns(net of fees) as at March 31, 2006
 
Year to Date
(YTD)
1 Year
2 Year
3 Year
4 Year
5 Year
10 Year
Balanced Fund
13.76%
13.76%
10.70%
15.27%
7.85%
7.41%
9.51%
Balanced Fund Benchmark*
13.99%
13.99%
10.50%
15.51%
7.70%
6.87%
8.73%
Short-term Bond Fund
1.75%
1.75%
2.41%
4.11%
4.71%
4.74%
N/A
Short-term Bond Fund Benchmark**
1.84%
1.84%
2.26%
4.08%
4.77%
4.94%
N/A
YTD returns are calculated from the Plan Year commencement date of April 1st, and are not annualized.
 
Annual Returns (net of fees) as at March 31, 2006
 
2006
2005
2004
2003
2002
2001
2000
Balanced Fund
13.76%
7.73%
24.98%
-11.67%
5.67%
-0.39%
15.28%
Balanced Fund Benchmark*
13.99%
7.12%
26.21%
-12.71%
3.64%
-5.05%
16.77%
Short-term Bond Fund
1.75%
3.08%
7.58%
6.54%
4.86%
8.05%
3.84%
Short-term Bond Fund Benchmark**
1.84%
2.69%
7.80%
6.90%
5.61%
8.85%
3.06%
 
Past results are not necessarily indicative of future performance.

The returns shown are after the deduction of any administration, investment or other fees. Investment returns will fluctuate over time and as such no guarantees are applicable to the rates of return shown for each of the funds.
 

Balanced Fund Benchmark*

S&P/TSX Composite Index
5%
Where actual benchmark data is not available at the time of reporting, it will be estimated using comparable indicies.
S&P/TSX CPMS Cap 10 Index
10%
Nesbitt Burns Small Cap Index
5%
S&P 500 ($Cdn.) Index
15%
S&P 400 (Hedged to $Cdn.)
5%
MSCI-EAFE ($Cdn.) Index
20%
Investment Property Databank (IPD) - Canadian Property Index 5%  
Scotia Capital Universe Bond Index 35%  
Short-term Bond Fund Benchmark**
Scotia Capital Short-term Bond Index
100%
   
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