{"id":388,"date":"2023-05-03T17:47:57","date_gmt":"2023-05-03T17:47:57","guid":{"rendered":"https:\/\/gq3.ca\/?page_id=388"},"modified":"2026-04-27T18:53:49","modified_gmt":"2026-04-27T18:53:49","slug":"returns","status":"publish","type":"page","link":"https:\/\/gq3.ca\/en\/returns\/","title":{"rendered":"Returns"},"content":{"rendered":"\t\t
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Returns\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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The tables below show the after-fee returns of our Dynamic and Defensive strategies.<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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DYNAMIc<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Defensive<\/h2>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Annualized Returns as of March 31, 2026<\/h2>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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<\/th>\r\n1 yr<\/th>\r\n2 yrs<\/th>\r\n3 yrs<\/th>\r\n4 yrs<\/th>\r\n5 yrs<\/th>\r\n<\/tr>\r\n<\/thead>\r\n
Dynamic Strategy<\/strong><\/td>\r\n51.1%<\/strong><\/td>\r\n30.8%<\/strong><\/td>\r\n25.4%<\/strong><\/td>\r\n19.2%<\/strong><\/td>\r\n19.4%<\/strong><\/td>\r\n<\/tr>\r\n
Benchmark (2\/3 S&P 500 + 1\/3 S&P TSX)<\/td>\r\n20.9%<\/td>\r\n18.1%<\/td>\r\n20.2%<\/td>\r\n14.3%<\/td>\r\n14.8%<\/td>\r\n<\/tr>\r\n
Added Value<\/td>\r\n30.2%<\/td>\r\n12.7%<\/td>\r\n5.2%<\/td>\r\n4.9%<\/td>\r\n4.6%<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\t\t\t\t<\/div>\n\t\t\t\t
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<\/th>\r\n1 yr<\/th>\r\n2 yrs<\/th>\r\n3 yrs<\/th>\r\n4 yrs<\/th>\r\n4.25 yrs<\/th>\r\n<\/tr>\r\n<\/thead>\r\n
Defensive Strategy<\/strong><\/td>\r\n11.4%<\/strong><\/td>\r\n19.7%<\/strong><\/td>\r\n20.0%<\/strong><\/td>\r\n14.3%<\/strong><\/td>\r\n14.1%<\/strong><\/td>\r\n<\/tr>\r\n
Benchmark (MSCI World \u2013 Net)<\/td>\r\n15.3%<\/td>\r\n14.6%<\/td>\r\n18.0%<\/td>\r\n13.4%<\/td>\r\n10.9%<\/td>\r\n<\/tr>\r\n
Added Value<\/td>\r\n-3.9%<\/td>\r\n5.1%<\/td>\r\n2.0%<\/td>\r\n0.9%<\/td>\r\n3.2%<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Calendar Year Returns\n\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\r\n\r\n\r\n\r\n\r\n\r\n\r\n
<\/th>\r\n\u200e2026\u200e<\/th>\r\n\u200e2025\u200e<\/th>\r\n\u200e2024\u200e<\/th>\r\n\u200e2023\u200e<\/th>\r\n2022\u200e<\/th>\r\n\u200e\u200e2021<\/th>\r\n<\/tr>\r\n<\/thead>\r\n
Dynamic Strategy<\/strong><\/td>\r\n16.2%<\/strong><\/td>\r\n23.2%<\/strong><\/td>\r\n37.9%<\/strong><\/td>\r\n2.0%<\/strong><\/td>\r\n3.4%<\/strong><\/td>\r\n31.8%<\/strong><\/td>\r\n<\/tr>\r\n
Benchmark<\/td>\r\n-0.4%<\/td>\r\n18.6%<\/td>\r\n31.4%<\/td>\r\n19.2%<\/td>\r\n-10.0%<\/td>\r\n27.2%<\/td>\r\n<\/tr>\r\n
Added Value<\/td>\r\n16.6%<\/td>\r\n4.7%<\/td>\r\n6.5%<\/td>\r\n-17.2%<\/td>\r\n13.5%<\/td>\r\n4.6%<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\t\t\t\t<\/div>\n\t\t\t\t
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<\/th>\r\n2026<\/th>\r\n2025<\/th>\r\n2024\u200e<\/th>\r\n\u200e\u200e2023\u200e<\/th>\r\n\u200e\u200e2022\u200e\u200e<\/th>\r\n<\/tr>\r\n<\/thead>\r\n
Defensive Strategy<\/strong><\/td>\r\n1.6%<\/strong><\/td>\r\n15.8%<\/strong><\/td>\r\n35.1%<\/strong><\/td>\r\n16.3%<\/strong><\/td>\r\n-5.3%<\/strong><\/td>\r\n<\/tr>\r\n
Benchmark<\/td>\r\n-1.8%<\/td>\r\n15.4%<\/td>\r\n29.4%<\/td>\r\n20.5%<\/td>\r\n-12.2%<\/td>\r\n<\/tr>\r\n
Added Value<\/td>\r\n3.4%<\/td>\r\n0.4%<\/td>\r\n5.7%<\/td>\r\n-4.2%<\/td>\r\n6.9%<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Investment\u00a0returns<\/strong>\u00a0presented above are provided in Canadian $ and are calculated\u00a0net of management fees and transaction costs<\/strong>. Returns are annualized for periods longer than one year and are calculated on a total return basis which includes income and capital gains (losses). Returns do not factor any income taxes payable by the client. Past performance is no indication of future.<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Returns The tables below show the after-fee returns of our Dynamic and Defensive strategies. DYNAMIc Defensive Annualized Returns as of March 31, 2026 1 yr 2 yrs 3 yrs 4 yrs 5 yrs Dynamic Strategy 51.1% 30.8% 25.4% 19.2% 19.4% Benchmark (2\/3 S&P 500 + 1\/3 S&P TSX) 20.9% 18.1% 20.2% 14.3% 14.8% Added Value […]<\/p>\n","protected":false},"author":2,"featured_media":420,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-388","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"\nReturns - Gestion Quantum III<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gq3.ca\/en\/returns\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Returns - Gestion Quantum III\" \/>\n<meta property=\"og:description\" content=\"Returns The tables below show the after-fee returns of our Dynamic and Defensive strategies. 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