Model Portfolios - March 31, 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 | 1.11% |
| 1-Year Total Return | 10.14% |
| 3-Year Annualized Return | 5.67% |
| 5-Year Annualized Return | 6.69% |
| 10-Year Annualized Return | 4.88% |
| 20-Year Annualized Return | 5.63% |
| 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 | 5.98% |
| Model Portfolio Performance | 50/50 |
|---|---|
| Year-to-Date Return | 0.89% |
| 1-Year Total Return | 10.79% |
| 3-Year Annualized Return | 6.48% |
| 5-Year Annualized Return | 8.18% |
| 10-Year Annualized Return | 5.68% |
| 20-Year Annualized Return | 6.13% |
| 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 | 6.75% |
| Model Portfolio Performance | 60/40 |
|---|---|
| Year-to-Date Return | 0.66% |
| 1-Year Total Return | 11.44% |
| 3-Year Annualized Return | 7.29% |
| 5-Year Annualized Return | 9.69% |
| 10-Year Annualized Return | 6.48% |
| 20-Year Annualized Return | 6.61% |
| 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 | 7.59% |
| Model Portfolio Performance | 70/30 |
|---|---|
| Year-to-Date Return | 0.43% |
| 1-Year Total Return | 12.08% |
| 3-Year Annualized Return | 8.09% |
| 5-Year Annualized Return | 11.21% |
| 10-Year Annualized Return | 7.27% |
| 20-Year Annualized Return | 7.08% |
| 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 | 8.49% |
| Model Portfolio Performance | 80/20 |
|---|---|
| Year-to-Date Return | 0.20% |
| 1-Year Total Return | 12.73% |
| 3-Year Annualized Return | 8.89% |
| 5-Year Annualized Return | 12.74% |
| 10-Year Annualized Return | 8.06% |
| 20-Year Annualized Return | 7.54% |
| 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 | 9.44% |
| Model Portfolio Performance | 100/0 |
|---|---|
| Year-to-Date Return | -0.27% |
| 1-Year Total Return | 14.03% |
| 3-Year Annualized Return | 10.48% |
| 5-Year Annualized Return | 15.83% |
| 10-Year Annualized Return | 9.62% |
| 20-Year Annualized Return | 8.43% |
| 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 | 11.40% |