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Investor Financial Advisor Institutional
Review the Performance of Your Investments
Use this tool to review how your investments performed over a period of time. Our graphical performance calculator shows how an initial investment performed over a specific period of time.
The asterisks (*) indicate fund mergers or name changes.
Data is based on month-end.
Start Month Start Year
End Month End Year
Fund (Maximum 3):
Reinvest dividends

The performance calculator is intended to assist you in reviewing the performance of the investments you selected over a specific period of time. Calculations or projections, not intended to be used as a sales communication, using the AGF mutual fund front-end series and Harmony front-end wrap series are for general illustrative purposes only and are not guaranteed to be accurate or complete. Please use them only as guides or estimates for the specific criteria you requested. Past performance does not guarantee future performance.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. The indicated rates of return are the historical annual compounded total returns including changes in (share or unit) value and reinvestment of all (dividends or distributions) and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their vales change frequently and past performance may not be repeated.

The payment of distributions should not be confused with a fund’s performance, rate of return or yield. If distributions paid by the fund are greater than the performance of the fund, your original investment will shrink. Distributions paid as a result of capital gains realized by a fund, and income and dividends earned by a fund, are taxable in your hands in the year they are paid. Your adjusted cost base will be reduced by the amount of any returns of capital. If your adjusted cost base falls below zero, you will have to pay capital gain tax on the amount below zero.