Stocks, Bonds and Cash

See how the three main assets classes
have performed over time.
Initial investment
50,000
Annual investment
5,000
Start year
1999
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Start Year
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End year
2018
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End Year
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Compare to a portfolio?
Select Yes if you want to create a portfolio made up of stocks, bonds and cash to compare it's growth to each asset class.

Stock allocation
33.30%
Bond allocation
33.30%
Cash allocation
33.40%
Input Error: Allocation values
The percentage figures for stocks, bonds and cash do not add up to 100%. Please correct your entries.
Investment Growth Over 20 Years From 1999 to 2018
Portfolio
Cdn Stocks
Bonds
Cash




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Assumptions
Rates of return are before taxes and inflation. Annual investments are made at the end of the year. Canadian stocks are represented by the S&P/TSX Total Return Index. U.S. stocks are represented by the S&P 500 Total Return Index in Canadian dollars. Bonds are represented by the Canada 10 Year Total Return Government Box Index. Cash is represented by the Canada Total Returns TBill Index. An investment cannot be directly made in an index. The deduction of advisory fees, brokerage or other commissions and any other expenses that would have been paid is not reflected in the calculations.

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