This universal life insurance investment account is currently linked to the performance of the S&P 500 Total Return Index.
The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities. The index includes 500 leading companies and covers approximately 80% of available market capitalization. The total return index reflects not only the movement in price of the represented stocks, but any dividend returns as well.
For more information, contact your advisor.
Source: S&P Global
Annual compound returns (%)
| 1-year | 2-year | 3-year | 4-year | 5-year | 10-year | 15-year | Inception |
|---|---|---|---|---|---|---|---|
| 36.36% | 29.45% | 13.76% | 17.07% | 16.92% | 15.58% | 16.31% | 8.91% |
Calendar year returns (% )
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|
| 36.36% | 22.90% | -12.16% | 27.61% | 16.32% | 24.84% | 4.23% | 13.83% |
After deducting any applicable MERs but prior to deducting any applicable investment account fee.
Financial information provided by Morningstar.
When you select this investment account , you do not acquire an interest in this designated fund or purchase any units or legal interest in any security.
Investment accounts with varying returns produce interest rates that may be positive or negative. Past performance is not an indicator of future returns.
Any applicable investment account fees are subject to change at Canada Life's discretion with notification.
This investment account is not sponsored, endorsed, sold or promoted by the owner of the investment market index used in determining the interest rate to be credited under this option. The index owner does not make any representation regarding the advisability of selecting this investment account.
Canada Life will not be liable for any loss, or damages whatsoever, whether directly or indirectly incurred, arising out of the use or misuse of errors or omissions in any information contained in this commentary. The data provided in this commentary is for information purposes only and, except where otherwise indicated, is current as of Dec 31, 2024.
TM Trademark of The Canada Life Assurance Company.