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The first quarter of 2019 showed a 10.16 % return for global equity stocks, one of the best quarters in several years. The returns were fairly consistent each month, with returns of 3.6%, 3.1% and 2.9% in Jan, Feb, and Mar. All sectors had a positive return, led by the Information Technology sector with an 17.11% return.
The fourth quarter of 2018 showed a negative return for the Canadian Focused Equity category, the worst 4th quarter in several years. November had a slight bounce back into positive territory after a continued trend of negative returns from September to October.
The third quarter of 2017 started where the month of June ended with a negative return of 0.71% for the CFE category for the month of July. Luckily, the next two months were both positive, allowing the CFE Category to return +2.06% for the Quarter.
The second quarter of 2018 showed a robust return for the CFE Category, with positive returns in all 3 months. After a poor first quarter, Canadian stocks had slightly higher returns compared to US Stocks.