Performance
While a look back on the history of our firm fills us with pride, looking back on the historic performance of our funds evokes something else – a sense of confidence.
The aggregate historical performance of our funds since their respective inception dates can be viewed below. Performance figures for McLean Budden’s pooled funds are available here.
We are always here to help answer specific questions about any of the funds. Please click here to download a PDF version of this month’s performance numbers.
|
Fund Name |
YTD (%) | 1 Mth (%) |
QTR (%) | Average Annual Total Returns as of 08/31/2010* | Inception Date | ||||||
| 1 YR (%) |
2 YR (%) |
3 YR (%) |
4 YR (%) |
5 YR (%) |
10 YR (%) |
Since Inception | |||||
| McLean Budden Canadian Equity Growth Fund | -3.69 | -1.38 | -0.70 | 2.71 | -7.89 | -6.54 | -0.30 | 1.74 | 2.09 | 7.68 | 01-01-1989 |
| McLean Budden Canadian Equity Value Fund | -0.05 | 0.84 | 2.10 | 6.54 | -1.69 | -3.78 | 0.39 | 2.26 | 4.42 | 6.80 | 07-01-1999 |
| McLean Budden Canadian Equity Fund | -0.33 | -0.04 | 0.42 | 7.23 | -3.26 | -3.59 | 1.70 | 3.57 | 5.48 | 04-01-2004 | |
| McLean Budden High Income Equity Fund | 3.51 | 2.55 | 4.62 | 13.64 | -2.37 | -0.51 | 1.12 | 03-24-2006 | |||
| McLean Budden American Equity Fund | -7.28 | -0.50 | -1.52 | -2.71 | -9.14 | -8.86 | -4.10 | -3.12 | -2.88 | 8.45 | 01-01-1989 |
| McLean Budden International Equity Fund | -6.73 | 0.31 | 6.65 | -3.00 | -4.51 | -7.65 | -4.09 | -0.87 | -3.24 | -0.20 | 07-01-1998 |
| McLean Budden Global Equity Fund | -6.97 | 0.01 | 2.63 | -2.90 | -6.96 | -8.56 | -4.59 | -2.46 | -3.09 | 04-01-2001 | |
| McLean Budden Balanced Growth Fund | -0.29 | 0.35 | 1.89 | 3.36 | -1.04 | -1.19 | 1.61 | 2.49 | 3.15 | 7.69 | 01-01-1989 |
| McLean Budden Balanced Value Fund | 0.90 | 1.12 | 2.92 | 4.50 | 0.78 | -0.51 | 1.42 | 2.36 | 5.60 | 04-01-2003 | |
| McLean Budden Fixed Income Fund | 6.62 | 2.09 | 4.00 | 6.97 | 7.45 | 7.04 | 5.57 | 4.66 | 6.05 | 7.98 | 01-01-1989 |
| McLean Budden Money Market Fund | 0.21 | 0.04 | 0.10 | 0.30 | 0.71 | 1.62 | 2.16 | 2.31 | 2.47 | 4.51 | 01-01-1989 |
* Mutual fund performance is calculated net or “after” fees.
**Performance figures are unavailable until 12 months of data has been accumulated.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional changes or income taxes payable by any security holder that would have reduced returns. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.