Upgrade. Historical based on 20 years annualized returns as of 12/31/2016, 60% S&P/TSX Composite Index and 40% FTSE TMX Canada Universe Index. The iShares Canadian Universe Bond Index ETF seeks to provide income by replicating the performance of the FTSE TMX Canada Universe Bond Index, net of expenses. Basic Info. The fund recently updated its investment strategy and now physically owns the underlying bonds in an effort to track the performance of the FTSE TMX Canada Liquid Universe Capped Bond Index. At a glance, one can see how the returns vary from year-to-year. The S&P Canada Aggregate Bond Index tracks the performance of Canadian dollar-denominated investment-grade debt publicly issued in the eurobond or Canadian domestic market. Returns are weighted by market capitalization. ‡ Credit ratings and rating categories are based on ratings issued by a designated rating organization. Dollar Index fell 4.2%, with the Canadian dollar rising 4.6%. Need some focus in all the ETF noise? Past performance is not necessarily indicative of future performance. FTSE® is a trade mark(s) of the relevant LSE Group companies and is/are used by any other LSE Group company under license. Fixed income: 5% Cash, 95% FTSE TMX Canada Universe Bond Index. 2 Morningstar Moderate Portfolio Benchmark, 5% FTSE TMX Canada 91 Day T-Bill Index, 43% FTSE TMX Canada Universe Bond Index, 12% Citi WGBI Index, 12% S&P/TSX Composite Index, 28% MSCI . Returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Historical data from closed accounts are included in the calculations for this page. -3.07%. Asset classes in this course are represented by the following indexes: FTSE TMX Canadian Bond Universe (Canadian bonds), S&P/TSX 60 (Canadian equities), S&P 500 (U.S. equities), MSCI EAFE (international equities), MSCI Emerging Markets (emerging markets equities). The FTSE/TMX Short-term Bond Index gained +0.2%. Source: Barclays, FTSE TMX Canada Bond Universe, BlackRock, data as of 31 Dec 2014. FTSE TMX Canada Universe Bond Index 1.41% 2.52% 1.66% 1026 Corporate Bond Fund (1) . FTSE TMX Canadian Bond Series To measure performance in the Canadian domestic bond market, FTSE TMX offers a multitude of indexes and sub-indexes across various fixed income asset categories valued on a daily basis. Annual compound gross index returns (%) as at August 31 . The index seeks to provide a broad measure of the Canadian investment-grade fixed-income market, covering government, quasi-government and corporate bonds. NI 81-101 Fund Facts - Bridgehouse Canadian Bond Fund Class F. Bridgehouse Asset Managers® is a trade name of Brandes Investment Partners & Co. As manager of the Bridgehouse Funds, Bridgehouse has hired certain portfolio sub-advisors to the Funds. 1-5 Year Laddered Government Bond. Over the last 10 years, there has been a trend of lowering Yield to Maturity (YTM) and increasing Duration in the FTSE Canada Universe Bond Index. . Figures shown in this commentary are total returns reported in Canadian SAMPLE dollars unless otherwise noted. All amounts given in Canadian dollars. The iShares Canadian Universe Bond Index ETF seeks to provide income by replicating the performance of the FTSE TMX Canada Universe Bond Index, net of expenses. Note: Laddered corporate bonds, as measured by the FTSE TMX Canada Investment Grade 1-10 Year Laddered Corporate Bond Index, offered 23 basis points more yield than the broader universe (as at July 31, 2017), but with a dramatically shorter duration of 4.4 years, compared to 7.3 years. FTSE Canada Universe Bond Index - Duration and Yield to Maturity FTSE Canada Universe Bond Index - Duration and Yield to Maturity. post a +6.9% gain in the quarter, while Canadian markets rose a respectable +4.7%. Based on data from FTSE/TMX, the investment grade corporate debt . 1 Morningstar Conservative Portfolio Benchmark, 10% FTSE TMX Canada 91 Day T-Bill Index, 54% FTSE TMX Canada Universe Bond Index, 16% Citi WGBI Index, 6% S&P/TSX Composite Index, 14% MSCI ACWI ex-Canada Index. In addition, duration is higher 1 , which translates into higher interest rate sensitivity as well as potential downside risk in a rising rate environment. Market Values are reported in Canadian Dollars with the inclusion of accruals, where applicable. Investment Information 60-Month Beta Laddered Bond Indexes. The FTSE Canada Universe Bond Index, which tracks the Canada investable bond market and is widely followed by Canadian fixed income investors, experienced a shift of 0.196 years in its modified duration on June 3, 2019 as investors received payment of approximately $9.9B in June 1-3 coupons, $9.5M in June 1-3 principals and $30.6B rollout of June. Securities held in the Index are a broad measure of the Canadian investment-grade fixed income market consisting of Federal, Provincial and Corporate bonds. The investment value starts at $10,000.00, falls to around $9,729.64 at Oct 11, 2013,fluctuates slightly 2 times to a minimum of $10,682.75 and a maximum of $10,692.96 during 2015, rises to around $11,207.69 at Aug 17, 2016 . Current and Historical Performance Performance for iShares Core Canadian Universe Bond Index ETF on Yahoo Finance. Investment Grade 1-5 Year Laddered Bond. General. • Recently Launched (April 2018) - FTSE Canada 0+ Universe Bond Index Series • Slotted for release in Q3 2018 - Syndicated NHA MBS Index and pricing FTSE TMX Canada 30 Day T-Bill Index Fixed Income FTSE TMX Canada Universe Bond Index Canadian (Cdn.) Therefore, there is evidence that, over the long-term, the inclusion of an actively managed Find the latest iSHARES CORE CDN UNIVERSE BOND (XBB.TO) stock quote, history, news and other vital information to help you with your stock trading and investing. On May 1, 2021, Mackenzie Canadian Aggregate Bond Index ETF began to track the Solactive Canadian Float Adjusted Universe Bond Index. FTSE TMX Canada Universe Bond Index** 3.79 5.64 Market Risk Beta Alpha (%) R-Squared (%) Canadian Fixed Income Private Pool vs. Category Median* 0.95 (0.46) 0.94 Canadian Fixed Income Private Pool vs. FTSE TMX Canada Universe Bond Index** 0.88 (1.24) 0.95 Number of Up/Down Quarters Since Inception Up Quarters Down Quarters Canadian Fixed Income . Historical Index data prior to May 1, 2021 is for the Solactive Canadian Select Corporate Bond Index. Historical performance from June 30, 2003 to March 31, 2013 is based on the High Yield Fixed Income Composite. The average yield to maturity (YTM) of the FTSE TMX Canada Universe Bond Index is down to 2.7% from 4.2% ten years ago. Historical returns1 from the FSTE/TMX Corporate Bond . 1. the Canadian benchmarks, data, and analytics offering, and enables us to further . Underlying Index: FTSE TMX Canada Universe Bond Index: Inception Return (11/20/2000) 4.80 %: Day High/Low: . 1-10 Year Laddered Corporate Bond. FTSE TMX Universe All Government Bond Index (CAD) . Index returns are drawn from Bloomberg. FTSE 100. The FTSE TMX Short Term Bond Index was down -0.5%, and is down -0.2% for 2017. Performance charts for iShares Core Canadian Universe Bond Index ETF (XBB - Type ETF) including intraday, historical and comparison charts, technical analysis and trend lines. April 1, 2021 Canada, Toronto Fueled by a sharp rise in bond yields, Canadian defined benefit pension plans' funded positions continued to improve, ending the first quarter of 2021 at their highest levels in over 20 years. Mutual Fund Data provided by Fundata. 1028 Canadian Balanced Fund (1) . Basic Info. See how Trackinsight can help you make better investment decisions. Scotia Canadian Bond Index Fund - Series A Canadian Fixed Income Investment Objective The fund's objective is to provide a high level of regular interest income and modest capital gains by tracking the performance of a generally recognized Canadian bond index, currently the FTSE TMX Canada Universe Bond Index. Vanguard Canadian Aggregate Bond Index ETF seeks to track, to the extent reasonably possible and before fees and expenses, the performance of a broad Canadian bond index. 5 ZFM - The ETF started tracking the FTSE TMX Canada Mid Term Federal Bond Index™ on June 1, 2010. Recession dates are from the NBER. 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