Performance
Rates of Return
Actual Rates of Return as at January 31, 2012
| Return |
Tradex Equity
Fund Limited |
Tradex Bond Fund |
Tradex Global
Equity Fund |
| Latest 3 months* |
2.79% |
3.67% |
2.98% |
| Latest 6 months* |
-2.57% |
4.51% |
-1.14% |
| 1 year* |
-6.57% |
8.40% |
-2.71% |
| 2 years** |
7.39% |
5.56% |
6.76% |
| 3 years** |
15.26% |
5.95% |
12.25% |
| 5 years** |
-3.11% |
5.07% |
-4.54% |
| 10 years** |
2.67% |
5.05% |
2.38% |
| 15 years** |
4.59% |
5.24% |
N/A |
| Since Inception** |
(April 1960) 9.34% |
(September 1989) 6.52% |
(May 1999) 2.62% |
FYI: From March 9, 2009 the Equity Market Bottom Total Returns
have been:
Tradex
Equity
Fund Limited |
Tradex
Bond Fund |
Tradex
Global
Equity Fund |
| 78.17% * |
16.80% * |
64.55% * |
*Total return
** Average annual compound return
Management fees and expenses may be associated with mutual fund investments. The rates of return include reinvestment of all distributions and do not take into account income taxes payable by the investor that could have reduced returns. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
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