Broad Asset Class Benchmarks
Broad Asset Class benchmarks are used to evaluate fund risk and performance across major asset groupings. Funds are classified into one of thirteen asset classes for this purpose.
| Asset Class | Benchmark Index | Symbol |
|---|---|---|
| US Equity | S&P 500 Total Return | ^SPXTR |
| International Equity | MSCI ACWI ex USA Net Total Return | ^MSACXUSNTR |
| Nontraditional Equity | S&P 500 Total Return | ^SPXTR |
| Municipal Bond | Bloomberg Municipal Bond Total Return | ^BBMBTR |
| Allocation | S&P 500 Total Return | ^SPXTR |
| Taxable Bond | Bloomberg US Aggregate Total Return | ^BBUSATR |
| Commodities | Bloomberg Commodity Index Total Return | ^BCTR |
| Money Market | Bloomberg US Treasury Bills 1-3 Month Total Return | ^BBUTB13MTR |
| Sector Equity | MSCI World Net Total Return | ^MSWNTR |
| Alternative | MSCI ACWI Net Total Return | ^MSACWINTR |
| Canadian Equity | S&P/TSX 60 Index Total Return | ^SPTSX60TR |
| Canadian Fixed Income | Bloomberg Global Aggregate CAD Hedged | ^BBGATRCADH |
| Miscellaneous | S&P 500 Total Return | ^SPXTR |