Model Portfolios - June 30, 2026
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 | 6.95% |
| 1-Year Total Return | 13.53% |
| 3-Year Annualized Return | 11.33% |
| 5-Year Annualized Return | 6.00% |
| 10-Year Annualized Return | 6.26% |
| 20-Year Annualized Return | 6.02% |
| 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% |
| Model Portfolio Performance | 50/50 |
|---|---|
| Year-to-Date Return | 8.16% |
| 1-Year Total Return | 16.20% |
| 3-Year Annualized Return | 13.13% |
| 5-Year Annualized Return | 7.35% |
| 10-Year Annualized Return | 7.43% |
| 20-Year Annualized Return | 6.62% |
| 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% |
| Model Portfolio Performance | 60/40 |
|---|---|
| Year-to-Date Return | 9.37% |
| 1-Year Total Return | 18.92% |
| 3-Year Annualized Return | 14.95% |
| 5-Year Annualized Return | 8.70% |
| 10-Year Annualized Return | 8.60% |
| 20-Year Annualized Return | 7.22% |
| 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 | 7.69% |
| Model Portfolio Performance | 70/30 |
|---|---|
| Year-to-Date Return | 10.60% |
| 1-Year Total Return | 21.70% |
| 3-Year Annualized Return | 16.79% |
| 5-Year Annualized Return | 10.06% |
| 10-Year Annualized Return | 9.77% |
| 20-Year Annualized Return | 7.80% |
| 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 | 8.59% |
| Model Portfolio Performance | 80/20 |
|---|---|
| Year-to-Date Return | 11.82% |
| 1-Year Total Return | 24.53% |
| 3-Year Annualized Return | 18.66% |
| 5-Year Annualized Return | 11.42% |
| 10-Year Annualized Return | 10.94% |
| 20-Year Annualized Return | 8.37% |
| 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 | 9.53% |
| Model Portfolio Performance | 100/0 |
|---|---|
| Year-to-Date Return | 14.30% |
| 1-Year Total Return | 30.35% |
| 3-Year Annualized Return | 22.44% |
| 5-Year Annualized Return | 14.18% |
| 10-Year Annualized Return | 13.29% |
| 20-Year Annualized Return | 9.49% |
| 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 | 11.49% |