Model Portfolios - August 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 | 5.26% |
| 1-Year Total Return | 9.47% |
| 3-Year Annualized Return | 9.51% |
| 5-Year Annualized Return | 5.06% |
| 10-Year Annualized Return | 5.50% |
| 20-Year Annualized Return | 5.55% |
| 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 | 6.00% |
| Model Portfolio Performance | 50/50 |
|---|---|
| Year-to-Date Return | 6.32% |
| 1-Year Total Return | 11.15% |
| 3-Year Annualized Return | 10.97% |
| 5-Year Annualized Return | 6.48% |
| 10-Year Annualized Return | 6.45% |
| 20-Year Annualized Return | 6.10% |
| 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 | 6.77% |
| Model Portfolio Performance | 60/40 |
|---|---|
| Year-to-Date Return | 7.39% |
| 1-Year Total Return | 12.86% |
| 3-Year Annualized Return | 12.45% |
| 5-Year Annualized Return | 7.92% |
| 10-Year Annualized Return | 7.40% |
| 20-Year Annualized Return | 6.65% |
| 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 | 7.63% |
| Model Portfolio Performance | 70/30 |
|---|---|
| Year-to-Date Return | 8.46% |
| 1-Year Total Return | 14.58% |
| 3-Year Annualized Return | 13.93% |
| 5-Year Annualized Return | 9.36% |
| 10-Year Annualized Return | 8.34% |
| 20-Year Annualized Return | 7.18% |
| 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 | 8.54% |
| Model Portfolio Performance | 80/20 |
|---|---|
| Year-to-Date Return | 9.53% |
| 1-Year Total Return | 16.31% |
| 3-Year Annualized Return | 15.42% |
| 5-Year Annualized Return | 10.82% |
| 10-Year Annualized Return | 9.28% |
| 20-Year Annualized Return | 7.70% |
| 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 | 9.48% |
| Model Portfolio Performance | 100/0 |
|---|---|
| Year-to-Date Return | 11.68% |
| 1-Year Total Return | 19.83% |
| 3-Year Annualized Return | 18.43% |
| 5-Year Annualized Return | 13.75% |
| 10-Year Annualized Return | 11.15% |
| 20-Year Annualized Return | 8.72% |
| 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 | 11.46% |