Because it works.

While a history of proven performance is not necessarily indicative of future performance, our consistent longer term track records are evidence of how effective our approach to investing is. We credit our long-term success as much to our performance in the bull markets as we do to our ability to hold value in the bear markets.

Our Performance

While a history of proven performance is not necessarily indicative of future performance, our consistent longer term track records are evidence of how effective is our approach to investing. At Cardinal, we credit our long-term success as much to our performance in the bull markets as we do to our ability to hold value in the bear markets.

Equity Composite (Gross Returns)

Performance reports on this page updated quarterly.
CARDINAL CANADIAN EQUITY COMPOSITE (CAD)
S&PTSX Total Return
Q2 2017
5 Year
10 Year
15 Year
20 Year
Since
Inception
Cumulative
Since
Inception
-1.45%
11.35%
5.99%
9.63%
11.07%
12.29%
1529.25%
-1.64%
8.74%
3.89%
7.95%
6.86%
8.32%
585.74%
CARDINAL CANADA PLUS COMPOSITE
S&P/TSX: S&P500 (CAD)
Q2 2017
5 Year
10 Year
15 Year
20 Year
Since
Inception
Cumulative
Since
Inception
-0.46%
15.17%
13.71%
111.49%
-0.50%
12.97%
11.08%
84.54%
CARDINAL U.S. EQUITY COMPOSITE (CAD)
S&P 500 Composite Index (CAD)
Q2 2017
5 Year
10 Year
15 Year
20 Year
Since
Inception
Cumulative
Since
Inception
0.64%
20.69%
9.71%
7.56%
6.61%
168.82%
0.46%
20.38%
9.32%
7.22%
5.94%
142.36%
CARDINAL U.S. EQUITY COMPOSITE (USD)
S&P 500 Composite Index (USD)
Q2 2017
5 Year
10 Year
15 Year
20 Year
Since
Inception
Cumulative
Since
Inception
3.27%
14.92%
7.55%
8.68%
8.12%
231.19%
3.09%
14.63%
7.18%
8.34%
7.40%
199.02%
CARDINAL FOREIGN EQUITY COMPOSITE (USD)
MSCI World Index (net) (USD)
Q2 2017
5 Year
10 Year
15 Year
20 Year
Since
Inception
Cumulative
Since
Inception
3.93%
13.25%
5.74%
8.81%
8.43%
244.34%
4.03%
11.38%
3.97%
7.21%
6.36%
156.64%
CARDINAL CANADIAN INCOME COMPOSITE (CAD)
S&P/TSX Total Return
Q2 2017
5 Year
10 Year
15 Year
20 Year
Since
Inception
Cumulative
Since
Inception
1.58%
9.96%
8.92%
58.80%
-1.64%
8.74%
6.90%
43.46%

Balanced & Fixed Income Composites (Gross Returns)

Performance reports on this page updated quarterly.
CARDINAL CANADIAN BALANCED #1 COMPOSITE
S&P/TSX: FTSE TMX Canada Weighted Index
Q2 2017
5 Year
10 Year
15 Year
20 Year
Since
Inception
Cumulative
Since
Inception
-1.29%
9.41%
5.93%
8.28%
9.45%
10.27%
952.80%
-0.90%
7.27%
4.67%
7.43%
6.78%
7.84%
516.29%
CARDINAL CANADIAN BALANCED #2 COMPOSITE
S&P/TSX: FTSE TMX Canada Weighted Index
Q2 2017
5 Year
10 Year
15 Year
20 Year
Since
Inception
Cumulative
Since
Inception
-0.56%
5.16%
4.91%
6.15%
6.77%
7.39%
453.58%
0.16%
5.20%
4.98%
6.43%
6.42%
7.06%
413.86%
CARDINAL CANADA PLUS BALANCED COMPOSITE
Weighted Benchmark Index
Q2 2017
5 Year
10 Year
15 Year
20 Year
Since
Inception
Cumulative
Since
Inception
-0.50%
10.64%
49.86%
-0.20%
10.59%
49.59%
CARDINAL CANADIAN BOND #2 COMPOSITE
S&P/TSX: FTSE TMX Canada Weighted Index
Q2 2017
5 Year
10 Year
15 Year
20 Year
Since
Inception
Cumulative
Since
Inception
-0.18%
1.97%
3.75%
4.32%
4.91%
5.58%
269.42%
1.11%
3.29%
5.11%
5.41%
5.76%
6.52%
357.36%
Cardinal Capital Management, Inc. claims compliance with the Global Investment Performance Standards (GIPS®). To receive a complete list and description of our composites and/or a presentation that adheres to the GIPS standards, please contact 1 800 310 4664. Cardinal Capital Management, Inc. has been independently verified for the periods January 1, 1994 through December 31, 2015. Cardinal Capital Management, Inc., an independent portfolio manager registered under the Manitoba Securities Act, S50. The Firm is based in Winnipeg, Manitoba, Canada and there are no other subsidiaries, units or offices that retain discretion over assets under management. This information is provided for general informational purposes only and is subject to change without notice. Cardinal does not assume any liability for any loss that may result from the reliance by any person upon this information. Performance results are reported in Canadian dollars unless otherwise noted. Returns are total returns, including realized and unrealized gains and losses, plus income, and represent past performance. Past performance does not guarantee future results.

Dierent types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies implemented by Cardinal Capital Management, Inc.) will be profitable or equal the corresponding indicated performance level(s). Cardinal does not assume any liability for any loss that may result from the reliance by any person on this information.

Canadian Equity Composite - includes all taxable and non-taxable portfolios invested in Canadian equity securities and may include some fixed income to a weighting of less than 10%. The benchmark is the S&P/TSX Total Return Composite Index.

Canada Plus Composite - includes all taxable and non-taxable portfolios invested in a mix of Canadian equities and non-Canadian equities. The firm exercises discretion over the asset mix between Canadian equities and non-Canadian equities but generally these portfolios have a heavy Canadian equity weighting.

The weighted benchmark is comprised of taking the approximate blend for each month between the market value of Canadian equities and the market value of non-Canadian equities.

U.S. Equity Composite - includes all predominantly taxable portfolios invested in U.S. equity securities and may include some international equities to a weighting of less than 10%. The benchmark is the S&P 500 Total Return Index.

Foreign Equity Composite - includes all taxable and non-taxable portfolios invested in foreign (i.e., non-Canadian) equity. The benchmark is the Morgan Stanley Capital International, Inc.

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