Model Portfolios - Interactive View
For illustration purposes only. Actual client portfolios may be different.
| Year-to-Date Return | 5.71% |
| 1-Year Total Return | 5.46% |
| 3-Year Annualized Return | 12.17% |
| 5-Year Annualized Return | 5.59% |
| 10-Year Annualized Return | 5.86% |
| 20-Year Annualized Return | 5.62% |
| Worst Stock Market Drawdown (06/01/2007-02/28/2009) | -14.00% |
| Drawdown - Time to Recovery (from the bottom) | 7 months |
| 20-Year Annualized Standard Deviation | 6.07% |
40/60
Funds Holdings
|
iShares Core Canadian Universe Bond Index ETF
|
60.00% |
|
iShares Core S&P/TSX Capped Composite Index ETF
|
13.33% |
|
Vanguard U.S. Total Market Index ETF
|
17.48% |
|
iShares Core MSCI EAFE IMI Index ETF
|
6.06% |
|
iShares Core MSCI Emerging Markets IMI Index ETF
|
3.13% |
| Year-to-Date Return | 7.00% |
| 1-Year Total Return | 6.96% |
| 3-Year Annualized Return | 14.00% |
| 5-Year Annualized Return | 6.82% |
| 10-Year Annualized Return | 6.97% |
| 20-Year Annualized Return | 6.22% |
| Worst Stock Market Drawdown (06/01/2007-02/28/2009) | -19.31% |
| Drawdown - Time to Recovery (from the bottom) | 18 months |
| 20-Year Annualized Standard Deviation | 6.84% |
50/50
Funds Holdings
|
iShares Core Canadian Universe Bond Index ETF
|
50.00% |
|
iShares Core S&P/TSX Capped Composite Index ETF
|
16.67% |
|
Vanguard U.S. Total Market Index ETF
|
21.85% |
|
iShares Core MSCI EAFE IMI Index ETF
|
7.57% |
|
iShares Core MSCI Emerging Markets IMI Index ETF
|
3.91% |
| Year-to-Date Return | 8.29% |
| 1-Year Total Return | 8.47% |
| 3-Year Annualized Return | 15.85% |
| 5-Year Annualized Return | 8.06% |
| 10-Year Annualized Return | 8.08% |
| 20-Year Annualized Return | 6.80% |
| Worst Stock Market Drawdown (06/01/2007-02/28/2009) | -24.34% |
| Drawdown - Time to Recovery (from the bottom) | 20 months |
| 20-Year Annualized Standard Deviation | 7.68% |
60/40
Funds Holdings
|
iShares Core Canadian Universe Bond Index ETF
|
40.00% |
|
iShares Core S&P/TSX Capped Composite Index ETF
|
20.00% |
|
Vanguard U.S. Total Market Index ETF
|
26.22% |
|
iShares Core MSCI EAFE IMI Index ETF
|
9.08% |
|
iShares Core MSCI Emerging Markets IMI Index ETF
|
4.69% |
| Model Portfolio Performance | 70/30 |
|---|---|
| Year-to-Date Return | 9.60% |
| 1-Year Total Return | 10.00% |
| 3-Year Annualized Return | 17.72% |
| 5-Year Annualized Return | 9.31% |
| 10-Year Annualized Return | 9.19% |
| 20-Year Annualized Return | 7.37% |
| Worst Stock Market Drawdown (06/01/2007-02/28/2009) | -29.09% |
| Drawdown - Time to Recovery (from the bottom) | 22 months |
| 20-Year Annualized Standard Deviation | 8.58% |
70/30
Funds Holdings
|
iShares Core Canadian Universe Bond Index ETF
|
30.00% |
|
iShares Core S&P/TSX Capped Composite Index ETF
|
23.33% |
|
Vanguard U.S. Total Market Index ETF
|
30.59% |
|
iShares Core MSCI EAFE IMI Index ETF
|
10.60% |
|
iShares Core MSCI Emerging Markets IMI Index ETF
|
5.47% |
| Model Portfolio Performance | 80/20 |
|---|---|
| Year-to-Date Return | 10.91% |
| 1-Year Total Return | 11.54% |
| 3-Year Annualized Return | 19.62% |
| 5-Year Annualized Return | 10.56% |
| 10-Year Annualized Return | 10.30% |
| 20-Year Annualized Return | 7.93% |
| Worst Stock Market Drawdown (06/01/2007-02/28/2009) | -33.58% |
| Drawdown - Time to Recovery (from the bottom) | 26 months |
| 20-Year Annualized Standard Deviation | 9.52% |
80/20
Funds Holdings
|
iShares Core Canadian Universe Bond Index ETF
|
20.00% |
|
iShares Core S&P/TSX Capped Composite Index ETF
|
26.67% |
|
Vanguard U.S. Total Market Index ETF
|
34.96% |
|
iShares Core MSCI EAFE IMI Index ETF
|
12.11% |
|
iShares Core MSCI Emerging Markets IMI Index ETF
|
6.26% |
| Model Portfolio Performance | 100/0 |
|---|---|
| Year-to-Date Return | 13.56% |
| 1-Year Total Return | 14.66% |
| 3-Year Annualized Return | 23.47% |
| 5-Year Annualized Return | 13.07% |
| 10-Year Annualized Return | 12.51% |
| 20-Year Annualized Return | 9.02% |
| Worst Stock Market Drawdown (06/01/2007-02/28/2009) | -41.83% |
| Drawdown - Time to Recovery (from the bottom) | 48 months |
| 20-Year Annualized Standard Deviation | 11.48% |
100/0
Funds Holdings
|
iShares Core Canadian Universe Bond Index ETF
|
0.00% |
|
iShares Core S&P/TSX Capped Composite Index ETF
|
33.33% |
|
Vanguard U.S. Total Market Index ETF
|
43.70% |
|
iShares Core MSCI EAFE IMI Index ETF
|
15.14% |
|
iShares Core MSCI Emerging Markets IMI Index ETF
|
7.82% |