1. Canadian Equity Portfolio Composite
Performance vs benchmark index as of September 30, 2016
Latest quarter performance is estimated based on a representative account, which has
a portfolio composition close to the average of the composite. The performance of the
representative account is used as an estimate for the composite performance due to
the delayed timing of receipt of account statements for clients, which are used to
calculate performance.
$2,214,256
$2,080,706
$750,000
$1,000,000
$1,250,000
$1,500,000
$1,750,000
$2,000,000
$2,250,000
$2,500,000
2008 2009 2010 2011 2012 2013 2014 2015 2016
Goodreid Canadian Equity Portfolio Composite (Gross of fees)
S&P/TSX Composite Index
Annual compound performance
Goodreid
Canadian
Portfolio (CAD)
S&P/TSX
Composite Index
(CAD)
Added
Value
3 month 6.1% 5.5% 0.6%
1 year 12.0% 14.2% -2.2%
3 year 8.6% 8.0% 0.6%
5 year 11.2% 8.1% 3.1%
Annual calendar performance
Goodreid
Canadian
Portfolio (CAD)
S&P/TSX
Composite Index
(CAD)
Added
Value
YTD 12.0% 15.8% -3.8%
2015 -6.5% -8.3% 1.8%
2014 14.2% 10.6% 3.6%
2013 20.4% 13.0% 7.4%
2012 11.6% 7.2% 4.4%
2011 -7.1% -8.7% 1.6%
2010 12.9% 17.6% -4.7%
2009 31.2% 35.1% -3.9%