Model Portfolios - January 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 | 2.21% |
| 1-Year Total Return | 14.98% |
| 3-Year Annualized Return | 5.20% |
| 5-Year Annualized Return | 5.15% |
| 10-Year Annualized Return | 5.10% |
| 20-Year Annualized Return | 5.71% |
| 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 | 2.46% |
| 1-Year Total Return | 17.08% |
| 3-Year Annualized Return | 6.28% |
| 5-Year Annualized Return | 6.36% |
| 10-Year Annualized Return | 5.99% |
| 20-Year Annualized Return | 6.23% |
| 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 | 6.74% |
| Model Portfolio Performance | 60/40 |
|---|---|
| Year-to-Date Return | 2.71% |
| 1-Year Total Return | 19.22% |
| 3-Year Annualized Return | 7.37% |
| 5-Year Annualized Return | 7.56% |
| 10-Year Annualized Return | 6.88% |
| 20-Year Annualized Return | 6.74% |
| 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 | 2.96% |
| 1-Year Total Return | 21.39% |
| 3-Year Annualized Return | 8.46% |
| 5-Year Annualized Return | 8.76% |
| 10-Year Annualized Return | 7.77% |
| 20-Year Annualized Return | 7.24% |
| 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 | 3.21% |
| 1-Year Total Return | 23.59% |
| 3-Year Annualized Return | 9.55% |
| 5-Year Annualized Return | 9.96% |
| 10-Year Annualized Return | 8.65% |
| 20-Year Annualized Return | 7.73% |
| 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 | 9.42% |
| Model Portfolio Performance | 100/0 |
|---|---|
| Year-to-Date Return | 3.72% |
| 1-Year Total Return | 28.09% |
| 3-Year Annualized Return | 11.74% |
| 5-Year Annualized Return | 12.36% |
| 10-Year Annualized Return | 10.41% |
| 20-Year Annualized Return | 8.67% |
| 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% |