Globefund 5-Star Ratings

globefund.com in conjunction withLogin/Register | | Algorithmics Inc. is pleased to introduce the Globefund 5-Star Ratings service, a simple rating for most mutual funds in Canada. Globefund 5-Star Ratings will help you understand how well each fund has been doing relative to similar funds. The ratings are available on the new 5-Star Rating Fund Report, on the Annual and Long-Term Fund Reports and on theLogin/Register | | Fund Profile. You can also use theLogin/Register | | Fund Filter to screen funds based on their Globefund 5-Star Rating.

Funds are ranked from one to five stars, with the top ranked funds getting five stars and the lowest ranked funds getting one star. While past performance does not guarantee future performance, our historical testing of this rating system has shown that on average, top-rated funds have tended to outperform their peers over a six-month to two-year horizon.Login/Register | | How it works.

Our rating system provides a useful gauge of the funds we follow. However, we do not suggest you use it as the single decision point for the suitability of a fund for your needs. Be sure to study all of the information you can gather on any fund before you invest.

Globefund 5-Star Funds as of July 3, 2009

Funds 1 to 50 from 689 found

Sort by: Fund Name (Click on a column heading to sort up or down) Fund Name Globefund 5-Star Rating 1 Yr Return % 2 Yr Return % 3 Yr Return % Asset Class Chart/Info ACM Commercial Mortgage Fund 8.60 7.20   Income     AGF Asian Growth Class (US$) -29.75 -12.39 3.03 Aggressive Growth     AGF Canada Class (US$) -31.21 -12.33 -1.29 Growth     AGF Canadian Balanced -7.09 -1.77 3.47 Growth and Income     AGF Canadian Balanced-D -6.53 -1.24 4.01 Growth and Income     AGF Cdn Conservative Infl Mgd Inc 3.14 3.42 3.02 Growth and Income     AGF China Focus Class (US$) -29.83 -7.51 9.69 Aggressive Growth     AGF Elements Yield Portfolio -0.71 -0.03 3.01 Growth and Income     AGF Emerging Markets -19.10 -7.29 5.79 Aggressive Growth     AGF Emerging Markets (US$) -26.59 -8.35 6.05 Aggressive Growth     AGF European Equity Class (US$) -35.34 -27.09 -10.53 International Growth     AGF Global Equity (US$) -34.92 -19.39 -6.15 International Growth     AGF Global Equity Class (US$) -33.98 -18.67 -6.00 International Growth     AGF Global High Yield Bond (US$) -6.27 0.30 4.34 Income     AGF Global Resources Class -21.48 -3.92 5.27 Aggressive Growth     AGF Global Resources Class (US$) -28.74 -5.06 5.48 Aggressive Growth     AGF International Stock Class (US$) -34.96 -23.88 -8.58 International Growth     AGF Precious Metal -12.51 -8.09 3.23 Aggressive Growth     AIC Canadian Focused Corp Cl (US$) -28.72 -17.08 -7.75 Growth     AIC Cdn Balanced Corporate Cl (US$) -22.20 -12.16 -4.60 Growth and Income     AIC Global Focused -19.34 -13.80 -4.23 International Growth     AIC Global Focused (US$) -26.54 -14.66 -3.94 International Growth     AIC Global Focused Corp Cl (US$) -26.10 -14.44 -3.54 International Growth     AIC Global Focused Corporate Class -18.85 -13.58 -3.83 International Growth     AIM Short-Term Income 'A' (US$) -8.58 0.30 2.06 Capital Preservation     AIM Short-Term Income 'B' (US$) -8.80 0.05 1.80 Capital Preservation     APEX Canadian Value (Dynamic) -23.73 -12.21 -1.04 Growth     Acuity Canadian Balanced -16.10 -9.07 -2.11 Growth and Income     Acuity Fixed Income 0.70 1.43 1.36 Growth and Income     Acuity Pooled Canadian Balanced -13.03 -6.08 0.94 Growth and Income     Acuity Pooled Canadian Equity -27.27 -14.55 -3.43 Growth     Acuity Pooled Conser Asset Alloc -9.51 -5.01 0.21 Growth and Income     Acuity Pooled Fixed Income 3.23 3.92 3.79 Growth and Income     Altamira Precious & Strategic Metal -6.43 -5.09 0.50 Aggressive Growth     Altamira Resource -28.82 -6.73 3.66 Aggressive Growth     Alto Aggressive Portfolio C -27.28 -16.57 -5.54 International Growth     Alto Aggressive Portfolio-A -27.16 -16.42 -5.10 International Growth     Alto Aggressive Portfolio-B -27.27 -16.55 -5.51 International Growth     Alto Monthly Inc Port T DSC -4.96 -1.66 0.93 Growth and Income     Alto Monthly Inc Port T NL -5.01 -1.70 0.88 Growth and Income     Alto Monthly Inc Port-A -4.95 -1.66 0.93 Growth and Income     Alto Monthly Inc Port-B -5.01 -1.72 0.87 Growth and Income     Alto Monthly Inc Port-C -5.01 -1.72 0.88 Growth and Income     Alto Monthly Inc Port-TC -5.02 -1.73 0.87 Growth and Income     Ark NorthRoad Global-I -7.49 -3.82 -2.56 International Growth     Arrow Enso Global -28.45 -8.88 -2.59 Aggressive Growth     Arrow Tetra US Long/Short 4.55 11.65   Aggressive Growth     Assumption/CI Glo Mngers Corp Cls-A -14.63 -12.65 -3.82 International Growth     Assumption/CI Glo Mngers Corp Cls-B -15.69 -13.75 -5.03 International Growth     Assumption/CI Glo Mngers Corp Cls-C -15.51 -13.57 -4.83 International Growth

Methodology provided by Algorithmics Inc.

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How It Works

We have divided mutual funds into six broad fund categories that closely match the asset allocation categories used by financial planners, as follows:

• Growth (primarily mid size and large cap Canadian equity funds)
• Growth and Income (primarily balanced, dividend, and asset allocation funds)
• International Growth (foreign equity funds)
• Aggressive Growth (primarily small cap, geographic, and specialty funds)
• Income (fixed income and mortgage funds)
• Capital Preservation (Canadian and foreign money market funds)

The only qualification for including a fund in the rating system is that it must have at least two years of history. Currently, that means we compute a rating for approximately 80% of the 6,000 Canadian mutual funds that we track.

Once classified into one of these broad categories, all the funds within that category compete with each other in terms of the best score, and hence the best rating. A fund's score is a combination of return and regret and is determined as follows. On a monthly basis, for each fund, we compute month-by-month returns and subtract from these the return of the 90-day Canadian T-Bill to get what is known as the risk-free return for each month. If this result is positive for any one month, it contributes to the fund's return. If it is negative, it contributes to the fund's regret. We then use an averaging method across each of these returns and regrets (with increasing weight on the most recent data) to derive a final measure for return and for regret for each fund. The final score for a fund is then computed as the return score minus an adjusted regret score, where the adjustment factor for the regret component is unique for each broad asset category. Using the final scores for each of the funds in a category, we rank them and then allocate a star rating for each. The top 10% of funds receive a five-star rating, the next 22.5% a four-star rating, the middle 35% a three-star rating, the next 22.5% a two-star rating and the bottom 10% of funds a one-star rating.

The Globefund 5-Star Ratings use many of the elements of the Mark-to-Future methodology pioneered by Algorithmics: www.mark-to-future.com. Algorithmics, www.algorithmics.com, was founded in 1989 in response to the complex issues surrounding financial risk management for the enterprise. Today, as the leading provider with the largest and most experienced team in the industry, Algorithmics continues to focus its efforts on creating and implementing enterprise risk management software that meets the evolving needs of its customers. Continuing its tradition of leading the way in risk measurement and management tools and processes, Algorithmics recently introduced Mark-To-Future(TM) (MtF), an open and comprehensive framework for measuring risk and reward. Headquartered in Toronto, with 14 offices around the world, Algorithmics serves more than 90 global financial institutions with 140 installations worldwide.