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Show me the Benchmark!

Step 1: Describe the long term recommended asset mix of your portfolio by indicating the percentage that is invested in each asset class:

Cash	%
Fixed Income (iShares CDN Bond Index Fund)	%
Canadian Equities (iShares CDN composite Index Fund)	%
Income Trusts (iShares CDN Income Trust Sector Index Fund)	%
US Equities (iShares CDN S&P 500 Index Fund)	%
International Equities ( iShares CDN MSCI EAFE Index Fund)	%
Alternative Strategies (Mac Alternative Strategies)	%
Total:	%

Step 2:
Press the calculate button to find your benchmark returns.

Period	Benchmark Return
May 2009 (total return)
Three month return ending May 31 2009 (total return)
Calendar year to date for month ending May 31 2009 (total return)
One year return ending May 31 2009 (annualized)
Three year return ending May 31 2009 (annualized)
Five year return ending May 31 2009 (annualized)

Step 3: If you know your annualized rate of return enter it in the one year, three year, and five year boxes below (use the actual total return, rather than the annualized return, for the ‘current month’ and the calendar year to date). This will allow you to compare your actual performance with your benchmark. If you do not know your actual rate of return you should ask your financial advisor or calculate it using our return calculator

Period	Your Actual Return
May 2009 (total return)	%
Three month return ending May 31 2009 (total return)	%
Calendar year to date for month ending May 31 2009 (total return)	%
One year return ending May 31 2009 (annualized)	%
Three year return ending May 31 2009 (annualized)	%
Five year return ending May 31 2009 (annualized)	%

Step 4: Press the compare button to compare your actual returns with your benchmark return.

Period	Benchmark Return	Actual Return	Difference
May 2009 (total return)
Three month return ending May 31 2009 (total return)
Calendar year to date for month ending May 31 2009 (total return)
One year return ending May 31 2009 (annualized)
Three year return ending May 31 2009 (annualized)
Five year return ending May 31 2009 (annualized)

click here to view benchmark indices