bar1

 

[Home] [Comparison Chart]
grad1

*INVESCO GLOBAL
 COMPANIES FUND

BANKS

HOUSE PRICES

INFLATION

DATE

TRIMARK
ORIGINAL
 INVESTMENT

CASHABLE
VALUE

ANNUAL %
GAIN(+)
LOSS(-)

CHARTERED
BANKS
GIC

ANNUAL
GIC%
RATE**

AVERAGE
PRICE OF
HOUSES*

ANNUAL %
GAIN(+)
LOSS(-)

TO KEEP
UP WITH
INFLATION

INFLATION
RATE****

Dec. 31/81

$ 90,203.00

$ 86,594.88

***  -   4.00%

Dec. 31/82

119,457.64

+ 37.95%

Dec. 31/83

161,996.50

+ 35.61%

Dec. 31/84

164,037.66

+  1.26%

Dec. 31/85

225,240.11

+ 37.31%

Dec. 31/86

248,529.94

+ 10.34%

Dec. 31/87

242,938.02

-  2.25%

Dec. 31/88

298,400.77

+ 22.83%

Dec. 31/89

345,906.17

+ 15.92%

Dec. 31/90

311,661.46

-  9.90%

Dec. 31/91

399,705.82

+ 28.25%

Dec. 31/92

515,740.42

+ 29.03%

Dec. 31/93

678,714.39

+ 31.60%

Dec. 31/94

780,046.45

+ 14.93%

Dec. 31/95

910,002.19

+ 16.66%

Dec. 31/96

1,043,863.52

+ 14.71%

Dec. 31/97

1,210,881.70

+ 16.00%

Dec. 31/98

1,288,499.19

+  6.41%

Dec. 31/99

1,488,345.42

+ 15.51%

Dec. 31/00

1,676,323.45

+ 12.63%

Dec. 31/01

1,845,967.38

+ 10.12%

Dec. 31/02

1,742,777.80

-  5.59%

Dec. 31/03

1,876,623.14

+  7.68%

Dec. 31/04

1,966,513.39

+ 4.79%

Dec. 31/05

2,048,517.00

+ 4.17%

Dec. 31/06

2,600,592.33

       +26.95%

Dec. 31/07

 2,349,635.17

       - 9.65%

Dec. 31/08

1,676,464.69

        -28.65%

Dec. 31/09

1,850,649.37

+10.39%

Dec. 31/10

1,943,551.97

+5.02%

Dec. 31/11

2,004,968.21

+3.16%

Dec. 31/12

2,245,564.40

+12.00%

Dec. 31/13

2,515,032.13

+11.49%

Dec. 31/14

2,767,038.35

+10.02%

Dec. 31/15

3,297,479.60

+19.17%

Dec. 31/16

3,472,246.02

+5.30%

Dec. 31/17

3,891,346.11

+12.07%

Dec. 31/18

3,740,361.88

-3.88%

$ 90,203.00

102,849.46

+ 14.02%

112,044.20

+  8.49%

123,764.03

+ 10.46%

134,667.64

+  8.81%

146,033.59

+  8.44%

157,541.03

+  7.88%

172,019.05

+  9.19%

190,579.91

+ 10.79%

212,134.50

+ 11.31%

229,105.26

+  8.00%

242,141.34

+  5.69%

253,182.99

+  4.56%

267,158.69

+  5.52%

285,859.80

+  7.00%

303,583.10

+  6.20%

317,881.86

+  4.71%

333,013.03

+  4.76%

345,967.24

+  3.89%

362,469.88

+  4.77%

372,147.82

+  2.67%

378,213.83

+  1.63%

384,719.11

+  1.72%

389,335.74

+ 1.20%

395,331.51

+ 1.54%

406,440.33

+ 2.81%

418,775.47

+ 3.03%

427,192.45

+ 2.01%

428,901.22

+0.40%

431,560.41

+0.62%

435,919.17

+1.01%

439,319.34

+0.78%

442,746.03

+0.78%

447,749.06

+1.13%

451,331.05

+0.80%

455,031.96

+0.82%

458,353.69

+0.73%

462,524.71

+0.91%

$ 90,203.00

95,469.00

+  5.87%

101,626.00

+ 6.42%

102,318.00

+  0.68%

109,094.00

+  6.62%

138,925.00

+ 27.34%

189,105.00

+ 36.12%

229,635.00

+ 21.43%

273,698.00

+ 19.19%

255,020.00

-  6.82%

234,313.00

-  8.12%

214,971.00

-  8.25%

206,490.00

-  3.75%

208,921.00

+  1.18%

203,028.00

-  2.82%

198,150.00

-  2.40%

211,307.00

+  6.60%

216,815.00

+  2.61%

228,372.00

+  5.33%

243,225.00

+  6.52%

251,371.00

+  3.39%

275,371.00

+  9.49%

293,667.00

+  6.43%

315,231.00

+ 7.34%

336,383.00

+ 6.71%

351,941.00

+ 4.63%

376,236.00

 + 6.90%

379,347.00

+ 0.83%

395,460.00

+4.25%

431,463.00

+9.10%

465,412.00

+7.87%

497,298.00

+7.29%

523,036.00

+5.20%

566,726.00

+8.35%

622,217.00

+9.79%

729,922.00

+17.31%

822,681.00

+12.71%

787,300.00

-4.30%

$ 90,203.00

100,035.13

10.90%

105,737.13

5.70%

110,389.56

4.40%

114,694.76

3.90%

119,511.94

4.20%

124,770.46

4.40%

129,761.28

4.00%

136,249.34

5.00%

142,789.31

4.80%

150,785.51

5.60%

153,047.30

1.50%

155,802.15

1.80%

158,139.18

1.50%

161.460.10

2.10%

165,012.22

2.20%

166,467.31

0.70%

167,828.98

1.00%

172,158.96

2.58%

177,719.70

3.23%

178,945.97

0.69%

185,889.07

3.88%

189,588.26

1.99%

194,062.55

2.36%

198,390.14

2.23%

201,326.31

1.48%

205,936.68

2.29%

209,808.29

1.88%

213,333.07

1.68%

218,346.40

2.35%

225,770.18

3.14%

229,834.04

1.80%

225,770.18

1.10%

231,188.66

2.40%

234,425.31

1.40%

238,644.97

1.80%

243,417.87

2.00%

250,720.41

3.00%

ANNUAL COMPOUND RATE OF RETURN   10.59%1 

4.52%  

6.03%  

2.80%  

grad1

*

Average price of houses sold through Toronto Real Estate Board MLS Listings (source 'Toronto Real Estate Board', January 25, 2019)

**

GIC Rate - Bank of Canada review, average annual GIC rate  (source 'Bank of Canada', January 25, 2019)

***

Trimark Fund - Results after a 4% sales charge.  (source  'Invesco Trimark' website, January 25, 2019)

****

Consumer Price index - All Items  (source 'Statistics Canada', January 25, 2019)

1

This return is after MER fees. (Management Expense Ratio)  (source 'Invesco Trimark' website January 25, 2019)

*Trimark Fund was renamed to Invesco Global Companies Fund on July 27 2018

The information provided in this chart is taken from sources deemed to be accurate, however individuals should note that no independent verification has been conducted and individuals should complete their own fact checking prior to relying on the information provided. Equity Associates Inc. is a registered mutual fund and EMD dealer, and only offers products consistent with its license registration.

Performance data provided may not include tax considerations. Individuals should always consult their tax professional.


 

Home  |  Testimonials  |  Comparison Chart  |  Services  |  Testimonials  |  Events/Seminars  |  Contact Me  |