Stone » Performance Data » Calendar Returns

Dividend Growth Class Canada (%)

Series 20162015201420132012201120102009200820072006
A 10.2 (3.7) 9.7 17.1 10.8 (3.6) 10.8 25.6 (22.9) 9.4 13.9
B 9.6 (4.3) 9.1 16.4 10.2 (4.2) 10.2 25.0 (23.3) 8.9 13.3
C 9.5 (4.2) 9.2 16.5 10.2 (4.2) 10.2 25.0 (23.3) 8.8 13.3
F 11.3 (2.7) 10.9 18.3 11.7 (2.6) 12.0 27.0 (21.4) 11.0 15.1
T8A 10.1 (3.7) 9.7 17.1 10.8 (3.7) 10.7 25.8 (24.1)
T8B 9.6 (4.2) 9.1 16.4 10.2 (4.2) 10.2 25.2 (24.4)
T8C 9.6 (4.1) 9.2 16.5 10.2 (4.2) 10.2 25.2 (24.4)
L 9.5 (4.3) 9.0 16.3 9.9 0.2
Benchmark 18.7 (3.0) 13.5 18.3 8.5 (6.1) 16.0 29.7 (30.8) 5.6 17.1
Benchmark: 80% S&P/TSX Composite, 20% S&P 500 C$

EuroPlus Dividend Growth Fund (%)

Series 20162015201420132012201120102009200820072006
A (10.4) 17.7 3.3 27.2 15.6 (0.1) (6.6) 13.1 (27.0)
B (11.0) 17.1 2.7 26.4 14.7 (0.2) (7.1) 12.6 (27.2)
C 2.8 26.4 14.7 (0.3) (7.1) 12.6 (27.2)
F (9.6) 19.0 4.4 28.5 16.9 0.4 (5.6) 14.1 (26.5)
T8A (10.6) 17.8 3.3 27.1 15.7 0.3 (6.7) 12.4 (27.0)
T8B 2.9 26.8 14.9 (0.2) (7.1) 12.6 (27.2)
T8C 14.7 (0.3) (7.1) 12.4 (27.2)
L (11.0) 17.2 2.8 26.6 15.0 (0.2)
Benchmark (2.8) 15.7 2.5 33.8 16.6 (9.1) (1.2) 16.7 (32.3)
Benchmark: MSCI Europe $C

Flagship Growth & Income Fund Canada (%)

Series 20162015201420132012201120102009200820072006
A/T8A Composite 8.0 0.9 10.3 18.4 (14.4) 2.0 3.3
B 0.6 9.9 (14.3) 1.6 2.8
C 0.4 9.8 (14.3) 1.6 2.8
F 3.3 2.0 11.7 19.6 (12.5) 3.5 4.4
AA (0.4) 8.4 7.6 13.8 8.0 0.9 10.4 17.1
BB (0.7) 8.0 7.1 13.3 7.4 0.4 9.9 16.4
CC 7.1 13.3 7.4 0.4 9.8 16.4
FF 0.3 9.0 8.3 14.4 8.7 1.9 11.4 18.2
T8A (0.4) 8.4 7.6 13.8 8.0 0.9 10.3 18.4 (14.4) (0.6)
T8B (0.7) 8.1 7.2 13.3 7.4 0.6 9.9 17.9 (14.2) (0.9)
T8C (0.7) 8.1 7.2 13.4 7.5 0.4 9.8 17.9 (14.3) (0.8)
L (0.8) 8.0 7.1 13.2 7.4 0.8
Benchmark 10.9 2.2 12.8 12.2 7.1 1.2 11.8 17.7 (16.3) 4.0 12.6
Benchmark: 40% S&P/TSX Composite, 20% S&P 500 $C, 40% DEX Universe Bond *Series A,B &C - Terminated December 2009 **Series F - Terminated September 2012

Flagship Stock Fund Canada (%)

Series 20162015201420132012201120102009200820072006
A (9.8) 10.8 23.3 27.7 2.4 (6.0) 3.0 21.8 (45.4) 7.5 15.9
B (10.3) 10.2 22.7 27.2 1.9 (6.5) 2.5 21.2 (45.7) 6.9 15.4
C 22.7 27.1 1.9 (6.5) 2.5 21.2 (45.8) 7.0 15.4
F (8.9) 11.8 24.2 28.7 3.3 (5.2) 4.0 23.0 (44.3) 8.9 16.9
T8A (9.8) 10.8 23.3 27.8 2.5 (6.0) 2.9 21.8 (45.3) 3.9
T8B (10.2) 10.3 22.8 27.2 2.0 (6.5) 2.5 21.2 (45.7) 3.9
T8C (10.2) 10.3 22.8 27.0 1.9 (6.5) 2.4 21.2 (45.5) 3.9
L (10.3) 9.7 22.2 26.9 2.0 (5.0)
Benchmark 18.7 (3.0) 13.5 18.3 8.5 (6.1) 16.0 29.7 (30.8) 5.6 17.1
Benchmark: 80% S&P TSX Composite, 20% S&P 500 $C

Flagship Global Growth Fund (%)

Series 20162015201420132012201120102009200820072006
A (6.0) 27.9 8.6 38.7 15.1 (6.0) 9.3 18.5 (28.8) (3.3) 16.4
B (6.6) 27.6 8.1 37.9 14.6 (6.6) 8.8 17.9 (29.2) (3.8) 15.9
C 8.2 38.2 14.6 (6.7) 8.8 17.9 (29.2) (3.9) 15.9
F (5.0) 29.4 9.8 40.1 16.5 (4.5) 10.5 19.5 (28.1) (2.2) 17.6
T8A (6.1) 28.1 8.7 38.8 15.2 (5.2) 8.2 18.3 (28.8)
T8B (6.7) 27.4 8.2 38.3 14.7 (6.0) 7.8 17.6 (29.2)
T8C 27.3 8.3 38.2 14.7 (5.9) 7.8 17.6 (29.2)
L (6.7) 27.6 8.1 38.1 14.6 (1.1)
Benchmark 4.5 18.0 15.3 35.3 13.4 (3.4) 6.3 11.7 (27.2) (7.3) 20.4
Benchmark: MSCI World $C

Resource Plus Class (%)

Series 20162015201420132012201120102009200820072006
A 22.4 (26.6) (13.3) 1.3 (4.9) (16.8) 31.4 69.8 (54.0) (11.5) 3.9
B 21.7 (27.1) (13.9) 0.5 (5.6) (17.3) 30.7 68.9 (54.2) (12.2) 1.8
C (14.0) 0.5 (5.6) (17.3) 30.7 68.8 (54.2) (12.2) 3.3
F 23.8 (26.0) n/a
L 21.8 (27.1) (14.2) 0.5 (5.6) (6.1)
Benchmark 43.0 (21.5) (9.0) (9.6) (5.0) (17.6) 24.3 38.8 (29.9) 20.6 21.0
Benchmark: 50% S&P/TSX Capped Energy, 50% S&P/TSX Capped Materials

Galeforce Dividend Growth Pool(%)

Series 20162015201420132012201120102009200820072006
1 9.8 (1.8) 11.9