Model Portfolios - April 30, 2025
These models give you a sense of how we build ETF portfolios for our clients.
All returns are in Canadian dollars and the portfolios are rebalanced annually.
| Model Portfolio Performance | 40/60 |
|---|---|
| Year-to-Date Return | -0.30% |
| 1-Year Total Return | 10.80% |
| 3-Year Annualized Return | 6.72% |
| 5-Year Annualized Return | 5.18% |
| 10-Year Annualized Return | 4.84% |
| 20-Year Annualized Return | 5.52% |
| 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 | 5.99% |
| Model Portfolio Performance | 50/50 |
|---|---|
| Year-to-Date Return | -0.71% |
| 1-Year Total Return | 11.23% |
| 3-Year Annualized Return | 7.54% |
| 5-Year Annualized Return | 6.52% |
| 10-Year Annualized Return | 5.61% |
| 20-Year Annualized Return | 6.01% |
| 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 | 6.76% |
| Model Portfolio Performance | 60/40 |
|---|---|
| Year-to-Date Return | -1.11% |
| 1-Year Total Return | 11.66% |
| 3-Year Annualized Return | 8.36% |
| 5-Year Annualized Return | 7.86% |
| 10-Year Annualized Return | 6.38% |
| 20-Year Annualized Return | 6.49% |
| 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 | 7.61% |
| Model Portfolio Performance | 70/30 |
|---|---|
| Year-to-Date Return | -1.52% |
| 1-Year Total Return | 12.08% |
| 3-Year Annualized Return | 9.17% |
| 5-Year Annualized Return | 9.21% |
| 10-Year Annualized Return | 7.14% |
| 20-Year Annualized Return | 6.96% |
| 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 | 8.51% |
| Model Portfolio Performance | 80/20 |
|---|---|
| Year-to-Date Return | -1.93% |
| 1-Year Total Return | 12.50% |
| 3-Year Annualized Return | 9.98% |
| 5-Year Annualized Return | 10.56% |
| 10-Year Annualized Return | 7.90% |
| 20-Year Annualized Return | 7.41% |
| 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 | 9.46% |
| Model Portfolio Performance | 100/0 |
|---|---|
| Year-to-Date Return | -2.75% |
| 1-Year Total Return | 13.33% |
| 3-Year Annualized Return | 11.59% |
| 5-Year Annualized Return | 13.29% |
| 10-Year Annualized Return | 9.39% |
| 20-Year Annualized Return | 8.29% |
| 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 | 11.42% |