Model Portfolios - September 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 | 5.54% |
| 1-Year Total Return | 6.65% |
| 3-Year Annualized Return | 11.97% |
| 5-Year Annualized Return | 5.72% |
| 10-Year Annualized Return | 5.79% |
| 20-Year Annualized Return | 5.72% |
| 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 | 6.08% |
| Model Portfolio Performance | 50/50 |
|---|---|
| Year-to-Date Return | 7.18% |
| 1-Year Total Return | 8.69% |
| 3-Year Annualized Return | 13.86% |
| 5-Year Annualized Return | 7.12% |
| 10-Year Annualized Return | 6.95% |
| 20-Year Annualized Return | 6.35% |
| 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 | 6.85% |
| Model Portfolio Performance | 60/40 |
|---|---|
| Year-to-Date Return | 8.85% |
| 1-Year Total Return | 10.76% |
| 3-Year Annualized Return | 15.77% |
| 5-Year Annualized Return | 8.54% |
| 10-Year Annualized Return | 8.11% |
| 20-Year Annualized Return | 6.97% |
| 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 | 7.70% |
| Model Portfolio Performance | 70/30 |
|---|---|
| Year-to-Date Return | 10.53% |
| 1-Year Total Return | 12.86% |
| 3-Year Annualized Return | 17.71% |
| 5-Year Annualized Return | 9.96% |
| 10-Year Annualized Return | 9.26% |
| 20-Year Annualized Return | 7.59% |
| 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 | 8.60% |
| Model Portfolio Performance | 80/20 |
|---|---|
| Year-to-Date Return | 12.23% |
| 1-Year Total Return | 14.99% |
| 3-Year Annualized Return | 19.66% |
| 5-Year Annualized Return | 11.39% |
| 10-Year Annualized Return | 10.42% |
| 20-Year Annualized Return | 8.19% |
| 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 | 9.54% |
| Model Portfolio Performance | 100/0 |
|---|---|
| Year-to-Date Return | 15.69% |
| 1-Year Total Return | 19.36% |
| 3-Year Annualized Return | 23.65% |
| 5-Year Annualized Return | 14.28% |
| 10-Year Annualized Return | 12.75% |
| 20-Year Annualized Return | 9.36% |
| 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% |