Income Fund Performance - Steadyhand Investment Funds

A few notes about performance:

1. All posted fund returns are after all fees.
2. All fund returns are before any fee reductions.
3. Advice is included in our fees. We're here to help you build and monitor your portfolio.

After-fee Compound Annualized Returns (%)
As of September 30, 2024

	YTD	3 M	1 YR	3 YR	5 YR	10 YR	15 YR	Incept*
Income Fund	6.6	6.0	14.5	1.4	2.4	3.1	4.8	4.7
Morningstar Canada Core Bond Index	4.1	4.6	12.7	-0.1	0.5	2.2	3.1	3.5
Morningstar Canada Index	17.0	10.1	26.3	9.1	10.4	7.3	7.5	6.0

*February 13, 2007
Note: The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Important information about the Steadyhand funds is contained in our Simplified Prospectus. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

After-fee Calendar Year Returns (%)
As of December 31, 2023

	2008	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023
Income Fund	-8.9	22.5	10.8	7.2	8.0	3.8	9.7	0.8	5.7	2.9	-1.3	9.1	7.1	4.0	-9.9	6.0
Morningstar Canada Core Bond Index	7.3	3.7	6.8	10.2	3.4	-1.7	9.1	3.6	1.5	2.6	1.3	6.9	8.7	-2.8	-11.5	6.3
Morningstar Canada Index	-33.8	35.6	17.3	-10.1	6.7	12.1	9.5	-9.3	20.6	8.5	-9.7	21.7	5.0	23.9	-6.2	11.3

Note: The indicated rates of return are the historical annual total returns including changes in unit value and reinvestment of all dividends or distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Important information about the Steadyhand funds is contained in our Simplified Prospectus. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

After-fee Cumulative Returns (%)
As of September 30, 2024

	YTD	3 M	1 YR	3 YR	5 YR	10 YR	15 YR	Incept*
Income Fund	6.6	6.0	14.5	4.2	12.5	36.2	101.7	124.4
Morningstar Canada Core Bond Index	4.1	4.6	12.7	-0.4	2.5	24.2	56.9	82.5
Morningstar Canada Index	17.0	10.1	26.3	29.8	63.8	102.7	196.7	179.3

*February 13, 2007
Note: The indicated rates of return are the historical cumulative total returns including changes in unit value and reinvestment of all dividends or distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Important information about the Steadyhand funds is contained in our Simplified Prospectus. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

After-fee Rolling 5-year Compound Returns
As of December 31, 2023

	'07-12	'08-13	'09-14	'10-15	'11-16	'12-17	'13-18	'14-19	'15-20	'16-21	'17-22	'18-23
Income Fund	7.4	10.3	7.9	5.9	5.5	4.5	3.5	3.4	4.6	4.3	1.6	3.0
Morningstar Canada Core Bond Index	6.2	4.4	5.5	4.8	2.9	3.0	3.6	3.1	4.1	3.2	0.2	1.2
Morningstar Canada Index	0.2	11.3	6.7	1.3	7.4	7.8	3.2	5.4	8.6	9.2	6.0	10.6

Note: The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Important information about the Steadyhand funds is contained in our Simplified Prospectus. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Distributions ($/unit)

	2008	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	YTD
Income	0.41	0.40	0.34	0.30	0.31	0.34	0.26	0.31	0.28	0.24	0.28	0.24	0.28	0.24	0.28	0.34
Capital Gains	0.01	-	0.49	0.19	0.26	0.12	0.34	0.22	0.22	-	-	0.20	0.17	0.03	-	-
Total	0.42	0.40	0.83	0.49	0.57	0.46	0.60	0.53	0.50	0.24	0.28	0.44	0.45	0.27	0.28	0.34	0.21

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