Investment Performance

Current Performance

Members can view current investment performance information by signing in to Under my financial future, select my financial centre. Within my financial centre, you can access the following:

Personal Rate of Return

Under Accounts > Personal Rates of Return

Fund Rates of Return & Daily Investment Unit Values

Under Accounts > Investment Performance

Guaranteed Fund Interest Rates

Under Accounts >Investment Performance

Historical Performance

Average Annual Rates of Return

Rates of return for most recent month, 3 months, year-to-date, 1, 3, 5 and 10 years.

Historical Annual Rates of Return

Historical annual rates of return as of December 31st for each fund.

Fund Performance & Composition

Archived performance and composition reports are presented in reverse chronological order.

Past Performance & Composition Reports