Founders Fund

A few notes about performance:

1. All posted fund returns are after all fees.
2. All fund returns are before any fee reductions.
3. Advice is included in our fees. We're here to help you build and monitor your portfolio.

After-fee Compound Annualized Returns (%)
As of March 31, 2019
  YTD 3 M 1 YR 2 YR 3 YR 5 YR 10 YR Incept*
Founders Fund 6.5 6.5 2.0 3.4 5.5 4.6 N/A 6.8
FTSE TMX Canada Universe Bond Index 3.9 3.9 5.3 3.3 2.7 3.8 N/A 3.4
S&P/TSX Composite Index 13.3 13.3 8.1 4.9 9.3 5.4 N/A 6.8
Morningstar Developed Markets Index 10.1 10.1 7.0 8.6 11.8 10.9 N/A 14.1

*February 17, 2012
Note: The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Important information about the Steadyhand funds is contained in our simplified prospectus. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

After-fee Calendar Year Returns (%)
As of December 31, 2018
  2012* 2013 2014 2015 2016 2017 2018
Founders Fund 6.5 15.7 7.1 3.9 6.7 7.9 -4.9
FTSE TMX Canada Universe Bond Index N/A -1.2 8.8 3.5 1.7 2.5 1.4
S&P/TSX Composite Index N/A 13.0 10.6 -8.3 21.1 9.1 -8.9
Morningstar Developed Markets Index N/A 35.8 14.5 19.1 4.2 14.5 -1.2

*Feb. 17 - Dec. 31, 2012
Note: The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Important information about the Steadyhand funds is contained in our simplified prospectus. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

After-fee Cumulative Returns (%)
As of March 31, 2019
  YTD 3 M 1 YR 2 YR 3 YR 5 YR 10 YR Incept*
Founders Fund 6.5 6.5 2.0 6.8 17.3 24.9 N/A 61.9
FTSE TMX Canada Universe Bond Index 3.9 3.9 5.3 6.7 8.3 20.4 N/A 26.9
S&P/TSX Composite Index 13.3 13.3 8.1 10.0 30.4 30.3 N/A 60.2
Morningstar Developed Markets Index 10.1 10.1 7.0 17.9 39.6 67.8 N/A 155.4


Note: The indicated rates of return are the cumulative total returns including changes in unit value and reinvestment of all dividends or distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Important information about the Steadyhand funds is contained in our simplified prospectus. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

After-fee Rolling 5-year Compound Returns (%)
As of March 31, 2019
  2007-12 2008-13 2009-14 2010-15 2011-16 2012-17 2013-18 2014-19
Founders Fund N/A N/A N/A N/A N/A 8.3 7.3 4.6
FTSE TMX Canada Universe Bond Index N/A N/A N/A N/A N/A 3.5 2.9 3.8
S&P/TSX Composite Index N/A N/A N/A N/A N/A 7.8 6.9 5.4
Morningstar Developed Markets Index N/A N/A N/A N/A N/A 16.5 15.3 10.9

Note: The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Important information about the Steadyhand funds is contained in our simplified prospectus. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Distributions ($/unit)
 
  2012 2013 2014 2015 2016 2017 2018 YTD
Income 0.14 0.12 0.13 0.11 0.14 0.10 0.17 -
Capital Gains 0.20 0.18 0.29 0.25 0.18 0.26 0.42 -
Total 0.34 0.30 0.42 0.36 0.32 0.36 0.59 -