Data as at: 10/12/2025

Fund manager benchmark
S&P/TSX Composite

Performance (%)

Return type 1 year 3 years 5 years 10 years
Canadian General Investments Share price total return 16.8 47.0 63.2 259.7
North America AIC sector Share price total return 22.4 75.2 98.3 313.5
Canadian General Investments NAV total return 15.2 70.2 82.5 306.6
North America AIC sector NAV total return 13.6 56.6 92.1 309.4
Morningstar Canada * Total return 24.0 57.1 87.2 247.6
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Discrete annual performance (%)

Return type 10/12/20 - 21 10/12/21 - 22 10/12/22 - 23 10/12/23 - 24 10/12/24 - 25
Canadian General Investments Share price total return 37.0 -18.9 1.0 24.6 16.8
Canadian General Investments NAV total return 27.2 -15.7 9.1 35.4 15.2
Morningstar Canada * Total return 21.5 -1.9 3.4 22.5 24.0
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* The Morningstar market index is not necessarily the official benchmark of the investment trust, but it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

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