WOF Returns

As at April 30, 2011

Please see below for the Working Opportunity Fund returns including and excluding tax credits.

1 Year 3 year 5 year 10 year Since
Inception
Including Tax Credit
WOF Growth1
1.8%
-0.4%
2.6%
-1.0%
0.0%
WOF Growth2
1.4%
-1.2%
1.9%
n/a
2.4%
WOF Balanced1
-0.6%
0.6%
2.1%
-1.8%
4.1%
WOF Balanced2
-1.5%
-0.6%
1.1%
n/a
0.0%
WOF Financial
-1.3%
-1.0%
1.1%
n/a
1.3%
WOF GIC
-0.1%
5.5%
n/a
n/a
5.2%


For information on the basis of these calculations, please click here.

 

1 Year 3 year 5 year 10 year Since
Inception
Excluding Tax Credit
WOF Growth1
-2.7%
-5.0%
-2.0%
-4.6%
-3.2%
WOF Growth2
-3.1%
-5.8%
-2.6%
n/a
-2.2%
WOF Balanced1
-5.2%
-4.0%
-2.4%
-5.5%
1.5%
WOF Balanced2
-6.1%
-5.1%
-3.5%
n/a
-4.5%
WOF Financial
-5.9%
-5.6%
-3.4%
n/a
-3.3%
WOF GIC
-4.7%
0.9%
n/a
n/a
0.6%

 


1 Year 3 year 5 year 10 year Since
Inception
Including Tax Credit
WOF Commercialization 05 
6.3%
11.2%
10.3%
n/a
8.8%
WOF Commercialization 09
19.7%
n/a
n/a
n/a
11.9%
WOF Commercialization 10
14.3%
n/a
n/a
n/a
11.4%

 


1 Year 3 year 5 year 10 year Since
Inception
Excluding Tax Credit
WOF Commercialization 05 
1.8%
6.7%
5.7%
n/a
4.3%
WOF Commercialization 09
15.2%
n/a
n/a
n/a
7.3%
WOF Commercialization 10
9.8%
n/a
n/a
n/a
6.8%