Universal Life Product Overview & Performance

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This webpage provides information on the past performance of the underlying index or fund being tracked through the Linked Interest Options offered by Equitable’s universal insurance products. What is shown is the past performance of the underlying index or fund, not the past performance of the Linked Interest Option.

For Equitable’s legacy universal insurance products which are linked to segregated funds, the past performance of the segregated fund is provided.

Past performance of the underlying index or fund does not guarantee future performance of the underlying index/fund or the Linked Interest Option. Investment results will vary.

Performance rates do not reflect Equitable’s current LIO administration fees.

Results: funds

Favourites Sustainable Investment (SI) Fund name(Click to sort in ascending order) 1 mth(Click to sort in descending order) 3 mths(Click to sort in descending order) 6 mths(Click to sort in descending order) 1 yr(Click to sort in descending order) 3 yr(Click to sort in descending order) 5 yr(Click to sort in descending order) 10 yr(Click to sort in descending order) YTD(Click to sort in descending order) 2024(Click to sort in descending order) 2023(Click to sort in descending order) 2022(Click to sort in descending order) 2021(Click to sort in descending order) 2020(Click to sort in descending order) 2019(Click to sort in descending order) 2018(Click to sort in descending order) 2017(Click to sort in descending order) 2016(Click to sort in descending order) 2015(Click to sort in descending order) MER (%)*(Click to sort in descending order) Asset Class(Click to sort in descending order) Resources
No Accumulative Income Fund 1.2 2.3 3.7 7.3 0.9 0.5 1.6 1.2 4.6 6.9 -12.3 -2.7 9.3 6.8 1.1 2.4 2.2 2.7 0.39 Fixed Income Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Active Canadian Bond Fund 1.0 1.6 2.3 4.8 -1.2 -1.6 -0.5 1.0 2.1 4.5 -13.7 -4.4 6.7 4.9 -1.5 0.2 0.1 0.5 2.47 Fixed Income Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No American Equity Currently tracking S&P 500® Total Return Index 3.5 10.6 15.5 36.6 16.9 17.3 15.3 3.5 36.0 23.3 -12.5 28.2 16.1 25.2 4.0 13.8 8.6 21.0 - Index Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No American Equity Currently tracking Dynamic American Fund 2.1 8.3 10.1 27.2 10.2 7.9 10.4 2.1 31.0 9.6 -17.5 7.1 15.9 21.1 13.4 11.3 4.6 17.2 2.39 Foreign Equities Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No American Equity Index Currently tracking S&P 500® Total Return Index 3.5 10.6 15.5 36.6 16.9 17.3 15.3 3.5 36.0 23.3 -12.5 28.2 16.1 25.2 4.0 13.8 8.6 21.0 - Index Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
Yes Yes American Equity Index (ESG) Currently tracking S&P 500® ESG Total Return Index 2.3 8.7 12.9 34.2 16.7 18.0 15.8 2.3 34.9 25.0 -12.0 31.2 17.4 27.0 4.4 13.3 9.2 19.9 - Index Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No American Growth Equity Currently tracking Fidelity® US Focused Stock 5.6 9.9 17.3 45.0 17.3 17.6 15.5 5.6 45.0 23.9 -22.8 23.8 28.0 22.7 12.4 21.4 -1.8 18.5 2.47 Foreign Equities Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Asset Allocation Fund 3.4 5.6 8.1 16.3 4.8 5.1 4.6 3.4 12.6 8.6 -11.8 8.5 8.0 13.7 -3.9 6.3 3.0 3.8 2.88 Balanced Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Balanced Growth Currently tracking Franklin Quotential Balanced Growth Portfolio 2.8 5.0 7.2 16.7 5.6 5.8 4.4 2.8 14.2 10.0 -11.8 9.4 8.1 11.3 -5.5 6.2 2.2 5.2 2.05 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Balanced Growth Portfolio Currently tracking Franklin Quotential Balanced Growth Portfolio 2.8 5.0 7.2 16.7 5.6 5.8 4.4 2.8 14.2 10.0 -11.8 9.4 8.1 11.3 -5.5 6.2 2.2 5.2 2.05 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Balanced Income Currently tracking Franklin Quotential Balanced Income Portfolio 2.1 3.8 5.5 12.5 3.4 3.6 3.1 2.1 10.2 8.4 -12.1 5.3 7.6 9.0 -3.9 4.7 1.9 4.7 2.00 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Balanced Income Portfolio Currently tracking Franklin Quotential Balanced Income Portfolio 2.1 3.8 5.5 12.5 3.4 3.6 3.1 2.1 10.2 8.4 -12.1 5.3 7.6 9.0 -3.9 4.7 1.9 4.7 2.00 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Canadian Currently tracking Equitable Life Active Balanced Portfolio Select 2.5 4.1 6.5 14.1 4.1 3.9 3.4 2.5 11.3 8.5 -11.5 9.3 2.7 12.5 -5.0 5.7 3.4 -0.7 2.48 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Canadian Balanced Portfolio Currently tracking Equitable Life Active Balanced Portfolio Select 2.5 4.1 6.5 14.1 4.1 3.9 3.4 2.5 11.3 8.5 -11.5 9.3 2.7 12.5 -5.0 5.7 3.4 -0.7 2.48 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Canadian Bond Currently tracking Equitable Life Active Canadian Bond Fund Internal Linked 1.1 2.0 3.1 6.4 0.1 -0.6 0.2 1.1 3.7 6.2 -13.0 -4.0 7.1 5.4 -1.2 0.6 0.4 0.9 0.89 Fixed Income Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Canadian Equity Currently tracking Franklin ClearBridge Canadian Equity Fund 3.0 3.7 5.5 16.4 7.5 8.8 6.6 3.0 13.4 7.7 0.7 26.2 -3.0 18.7 -11.4 4.2 20.9 -9.2 2.15 Domestic Equities Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Canadian Equity Currently tracking S&P/TSX 60® Total Return Index 4.2 7.4 13.3 25.4 9.9 11.9 9.4 4.2 21.0 12.1 -6.2 28.0 5.6 21.9 -7.6 9.8 21.4 -7.8 - Index Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Canadian Equity Index Currently tracking S&P/TSX 60® Total Return Index 4.2 7.4 13.3 25.4 9.9 11.9 9.4 4.2 21.0 12.1 -6.2 28.0 5.6 21.9 -7.6 9.8 21.4 -7.8 - Index Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
Yes Yes Canadian Equity Index (ESG) Currently tracking S&P/TSX® Comp ESG Total Return Index 4.6 8.3 15.8 27.3 8.9 - - 4.6 21.7 7.6 -6.6 23.6 - - - - - - - Index Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Canadian Neutral Portfolio Currently tracking Equitable Life Active Balanced Income Portfolio Select 2.1 3.8 6.9 14.1 3.4 3.3 2.7 2.1 11.4 6.8 -11.4 8.3 2.5 11.7 -4.7 3.8 2.3 -0.5 2.44 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Canadian Stock Fund 4.5 7.4 11.2 22.9 8.2 8.9 7.2 4.5 18.8 10.4 -9.5 18.7 5.8 20.3 -7.2 8.1 8.9 -0.4 2.93 Domestic Equities Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Canadian Value Stock Currently tracking Franklin ClearBridge Canadian Equity Fund 3.0 3.7 5.5 16.4 7.5 8.8 6.6 3.0 13.4 7.7 0.7 26.2 -3.0 18.7 -11.4 4.2 20.9 -9.2 2.15 Domestic Equities Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Common Stock Fund 4.6 7.9 12.2 25.2 10.1 10.8 9.0 4.6 21.0 12.4 -7.9 20.8 7.6 22.5 -5.6 10.0 10.8 1.3 1.14 Domestic Equities Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Diversified Equity Currently tracking Franklin Quotential Diversified Equity Portfolio 4.2 7.7 10.6 25.4 9.9 10.0 7.3 4.2 22.5 15.0 -13.9 14.4 12.8 17.9 -7.3 9.6 0.7 9.7 2.15 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Diversified Equity Portfolio Currently tracking Franklin Quotential Diversified Equity Portfolio 4.2 7.7 10.6 25.4 9.9 10.0 7.3 4.2 22.5 15.0 -13.9 14.4 12.8 17.9 -7.3 9.6 0.7 9.7 2.15 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Diversified Income Currently tracking Franklin Quotential Diversified Income Portfolio 1.7 3.0 4.3 9.7 2.1 2.0 2.0 1.7 7.6 7.5 -12.0 1.7 7.2 7.3 -2.7 3.6 1.9 3.0 1.73 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Diversified Income Portfolio Currently tracking Franklin Quotential Diversified Income Portfolio 1.7 3.0 4.3 9.7 2.1 2.0 2.0 1.7 7.6 7.5 -12.0 1.7 7.2 7.3 -2.7 3.6 1.9 3.0 1.73 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Domestic Currently tracking Franklin Quotential Balanced Growth Portfolio 2.8 5.0 7.2 16.7 5.6 5.8 4.4 2.8 14.2 10.0 -11.8 9.4 8.1 11.3 -5.5 6.2 2.2 5.2 2.05 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
Yes Yes European Currently tracking STOXX Europe 600 Paris-Aligned Total Return Index (ESG) 7.0 6.0 4.3 14.5 9.0 8.7 - 7.0 9.1 18.0 -11.1 14.1 8.1 20.6 - - - - - Index Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
Yes Yes European Equity Index (ESG) Currently tracking STOXX Europe 600 Paris-Aligned Total Return Index (ESG) 7.0 6.0 4.3 14.5 9.0 8.7 - 7.0 9.1 18.0 -11.1 14.1 8.1 20.6 - - - - - Index Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Global Currently tracking Templeton Growth Fund 4.7 6.4 5.4 17.8 8.9 6.5 4.9 4.7 12.2 17.1 -8.1 3.3 3.4 7.7 -8.0 11.6 3.1 11.2 2.43 Foreign Equities Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Global Balanced Currently tracking Mackenzie Ivy Global Balanced Fund 4.2 6.3 9.3 18.9 7.0 6.8 5.7 4.2 16.4 9.5 -10.2 6.5 9.9 10.1 0.0 5.4 4.0 10.9 2.33 Balanced Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Global Equity Currently tracking Templeton Growth Fund 4.7 6.4 5.4 17.8 8.9 6.5 4.9 4.7 12.2 17.1 -8.1 3.3 3.4 7.7 -8.0 11.6 3.1 11.2 2.43 Foreign Equities Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Global Equity Balanced Currently tracking Mackenzie Ivy Global Balanced Fund 4.2 6.3 9.3 18.9 7.0 6.8 5.7 4.2 16.4 9.5 -10.2 6.5 9.9 10.1 0.0 5.4 4.0 10.9 2.33 Balanced Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Global Equity Portfolio Currently tracking Equitable Life Active Balanced Growth Portfolio Select 2.8 4.7 7.2 16.3 5.6 5.8 4.7 2.8 13.5 10.6 -11.5 13.3 3.2 15.1 -6.3 7.9 4.6 -0.8 2.54 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Global Fixed Income Currently tracking Invesco Global Bond Fund 0.3 0.4 1.1 3.4 -1.0 -0.2 - 0.3 3.0 6.2 -13.3 -0.9 6.9 8.1 -2.2 3.9 - - 1.62 Fixed Income Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Global Innovators Equity Currently tracking Fidelity Global Innovators® Class 6.0 18.6 22.2 58.0 24.1 25.6 - 6.0 58.3 44.7 -30.6 2.7 92.5 39.5 -5.9 - - - 2.48 Foreign Equities Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Growth Currently tracking Franklin Quotential Growth Portfolio 3.4 6.2 8.9 21.0 7.8 8.1 5.8 3.4 18.3 11.7 -11.5 13.8 8.5 13.8 -6.8 7.5 2.1 6.6 2.04 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Growth Portfolio Currently tracking Franklin Quotential Growth Portfolio 3.4 6.2 8.9 21.0 7.8 8.1 5.8 3.4 18.3 11.7 -11.5 13.8 8.5 13.8 -6.8 7.5 2.1 6.6 2.04 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No International Equity Currently tracking Invesco Oppenheimer International Growth Fund 5.8 4.9 2.6 9.4 1.2 0.0 3.3 5.8 4.1 16.0 -24.5 -18.3 23.8 26.1 -14.3 20.5 2.2 17.3 2.88 Foreign Equities Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Large Cap Canadian Equity Currently tracking Dynamic Equity Income Fund 2.7 3.8 7.1 16.6 5.4 7.4 7.7 2.7 14.2 5.6 -4.5 21.6 1.1 20.7 -4.9 11.1 13.8 1.6 2.11 Domestic Equities Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Money Market Fund 0.2 0.7 1.6 3.6 2.8 1.7 0.9 0.2 3.7 3.5 0.9 0.0 0.1 0.6 0.3 0.0 0.0 0.0 1.35 Fixed Income Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Special Situations Currently tracking Fidelity® Special Situations Fund 7.0 14.1 15.8 35.5 15.8 17.1 14.0 7.0 31.3 21.3 -15.7 -0.1 56.9 29.7 -13.6 19.5 16.7 9.0 2.42 Domestic Equities Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
Yes Yes Sustainable Balanced Currently tracking Fidelity Climate Leadership Balanced Fund® 3.5 5.2 6.2 14.7 4.8 - - 3.5 11.3 16.7 -19.3 - - - - - - - 2.43 Balanced Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
Yes Yes Sustainable Bond Currently tracking Fidelity Climate Leadership Bond Fund® 0.3 -0.2 0.3 1.6 -2.2 - - 0.3 1.3 7.8 -17.0 - - - - - - - 1.78 Fixed Income Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
Yes Yes Sustainable Equity Currently tracking Fidelity Climate Leadership Fund® 5.7 9.0 10.3 24.4 9.8 - - 5.7 18.5 23.3 -21.0 - - - - - - - 2.55 Foreign Equities Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Target Date 2035 Currently tracking Fidelity ClearPath®2035 Portfolio 3.7 5.7 7.6 19.0 5.8 7.0 6.2 3.7 15.1 11.1 -13.6 10.3 11.5 16.1 -5.0 11.1 5.1 4.5 2.42 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Target Date 2040 Currently tracking Fidelity ClearPath®2040 Portfolio 4.1 6.4 8.5 21.7 7.2 8.7 7.1 4.1 17.6 12.6 -13.5 13.3 12.6 17.6 -5.6 11.6 5.1 4.6 2.49 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Target Date 2045 Currently tracking Fidelity ClearPath®2045 Portfolio 4.6 7.2 9.7 24.6 8.6 9.6 7.6 4.6 20.2 13.5 -13.3 13.9 12.7 17.7 -5.6 11.6 5.1 4.6 2.46 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Target Date 2050 Currently tracking Fidelity ClearPath®2050 Portfolio 4.6 7.2 9.6 24.6 8.5 9.6 7.6 4.6 20.1 13.5 -13.3 13.9 12.7 17.6 -5.6 11.6 5.1 4.6 2.50 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Target Date 2055 Currently tracking Fidelity ClearPath®2055 Portfolio 4.6 7.2 9.6 24.6 8.5 9.6 7.6 4.6 20.1 13.5 -13.4 13.8 12.7 17.6 -5.6 11.6 5.1 4.5 2.51 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No Target Date 2060 Currently tracking Fidelity ClearPath®2060 Portfolio 4.6 7.2 9.6 24.5 8.5 9.6 - 4.6 20.1 13.4 -13.4 13.8 12.7 17.6 - - - - 2.52 Portfolio Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No U.S. Blue Chip Currently tracking Dow Jones Industrial Avg.Total Return Index 5.5 11.5 15.4 28.6 15.3 13.8 14.0 5.5 25.1 13.5 -0.5 20.4 7.6 19.3 5.0 19.7 13.0 19.6 - Index Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No U.S. Technologies Currently tracking NASDAQ 100® Total Return Index 2.9 12.6 16.8 36.6 18.9 22.2 20.6 2.9 37.0 51.5 -27.8 27.0 45.9 32.8 8.8 24.3 4.1 30.9 - Index Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)
No U.S. Technologies Index Currently tracking NASDAQ 100® Total Return Index 2.9 12.6 16.8 36.6 18.9 22.2 20.6 2.9 37.0 51.5 -27.8 27.0 45.9 32.8 8.8 24.3 4.1 30.9 - Index Funds Fund Summary PDF Report Fund Summary Snapshot (Performance Chart)

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