MB Pooled Fund Performance
As of April 30, 2008
Performance Home | Mutual Funds Performance
YTD
1 MNTH
QTR
1 YR
2 YRS
3 YRS
4 YRS
5 YRS
10 YRS
MB Balanced Growth Pension Fund
1.49
3.07
4.87
1.31
6.79
9.01
8.33
10.76
7.15
MB Balanced Growth Fund
1.44
3.21
4.77
1.28
6.60
8.95
8.23
10.46
7.17
MB Balanced Value Fund
-0.28
1.00
1.48
-2.61
4.36
6.20
6.78
9.18
NA
MB Balanced Fund
0.95
2.32
3.69
0.12
5.88
7.94
7.75
10.05
MB Private Balanced Fund
1.12
1.73
3.22
-1.40
4.73
5.96
5.90
8.35
6.47
MB Canadian Equity Growth Fund
1.93
7.85
9.61
7.61
12.34
19.17
16.77
19.74
11.12
MB Canadian Equity Value Fund
-3.18
1.25
0.15
-2.35
6.07
11.29
12.08
14.76
11.60
MB Canadian Equity Fund
-0.90
4.59
4.72
2.22
9.10
15.10
14.35
17.18
11.11
MB Canadian Equity Plus Fund
-0.75
4.14
4.61
-1.12
7.03
12.11
11.25
14.61
9.25
MB Global Equity Growth Fund
-1.78
3.30
4.06
-10.34
1.64
3.90
2.40
6.28
MB Global Equity Value Fund
-1.49
2.43
2.33
-12.09
0.50
2.80
2.46
7.54
MB Global Equity Fund
-0.53
3.25
4.69
-9.18
1.86
4.34
2.89
7.40
4.01
MB American Equity Fund
-1.56
3.86
-8.52
3.15
1.45
5.82
4.43
MB International Equity Fund
0.56
3.92
5.79
-9.43
2.54
6.98
5.66
10.67
MB Fixed Income Fund
2.48
-0.37
1.53
4.31
5.71
4.32
5.30
5.75
6.18
MB Long Term Fixed Income Fund
0.30
-1.36
1.16
2.01
6.08
5.33
7.09
MB Short Term Fixed Income Fund
3.00
0.02
1.54
5.46
5.20
3.67
MB Fixed Income Plus Fund
3.62
-2.10
0.68
1.75
4.29
1.02
1.69
2.31
4.83
MB Money Market Fund
1.56
0.27
1.18
4.46
3.98
3.58
3.46
4.00
MB Select Balanced Fund
0.93
3.39
-0.60
5.27
7.63
7.38
9.74
MB Select Canadian Equity Fund
-0.73
4.66
4.67
1.57
8.75
14.90
14.12
16.97
MB Select Global Equity Fund
-0.13
2.74
-10.18
0.52
3.79
2.37
6.88
MB Select Fixed Income Fund
2.50
-0.38
5.65
4.26
5.24
5.70
MB LifePlan Income Fund
1.51
2.62
1.58
5.67
6.32
6.54
8.06
MB LifePlan Growth & Income Fund
0.98
1.99
3.31
0.72
6.15
8.15
7.98
10.03
MB LifePlan Growth Fund
0.22
2.88
3.96
-0.58
6.23
9.51
8.97
11.64
MB LifePlan Retirement 2010 Fund
1.14
1.26
2.73
0.60
5.28
MB LifePlan Retirement 2015 Fund
0.92
1.65
3.04
-0.01
5.31
MB LifePlan Retirement 2020 Fund
0.70
3.23
MB LifePlan Retirement 2025 Fund
0.35
2.09
3.27
-1.09
MB LifePlan Retirement 2030 Fund
0.34
2.44
-1.43
5.41
MB LifePlan Retirement 2035 Fund
0.29
2.66
-1.87
5.35
MB LifePlan Retirement 2040 Fund
0.03
2.86
-2.47
5.25
MB LifePlan Retiree Fund
1.43
1.21
2.59
1.17
S&P/TSX Composite Index
1.62
4.60
6.65
6.58
16.83
16.55
18.65
8.13
BMO/TSX Composite CAP 10%
18.64
9.59
S&P 500 Index C$
-2.98
1.76
-13.05
-0.51
-0.18
3.13
DEX Universe Bond Index
2.42
-0.52
1.79
5.84
5.44
6.17
DEX Long Term Bond Index
0.17
-1.52
1.36
2.92
6.05
7.47
7.80
MSCI World Index C$
-2.01
3.45
4.58
-10.57
1.91
4.96
7.90
1.85
MSCI EAFE Index C$
-1.68
6.80
-9.98
3.44
8.52
7.84
12.73
3.38
DEX 91 Day T-Bill Index
1.23
0.00
0.81
4.27
3.81
3.41
3.82
* Pooled fund performance is gross (before) fees.
