Model Portfolios - September 30, 2024
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 | 10.12% |
| 1-Year Total Return | 19.20% |
| 3-Year Annualized Return | 3.89% |
| 5-Year Annualized Return | 5.09% |
| 10-Year Annualized Return | 5.46% |
| 20-Year Annualized Return | 5.78% |
| 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 | 5.94% |
| Model Portfolio Performance | 50/50 |
|---|---|
| Year-to-Date Return | 11.64% |
| 1-Year Total Return | 20.84% |
| 3-Year Annualized Return | 4.92% |
| 5-Year Annualized Return | 6.22% |
| 10-Year Annualized Return | 6.29% |
| 20-Year Annualized Return | 6.28% |
| 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 | 6.71% |
| Model Portfolio Performance | 60/40 |
|---|---|
| Year-to-Date Return | 13.18% |
| 1-Year Total Return | 22.49% |
| 3-Year Annualized Return | 5.94% |
| 5-Year Annualized Return | 7.36% |
| 10-Year Annualized Return | 7.12% |
| 20-Year Annualized Return | 6.78% |
| 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 | 7.56% |
| Model Portfolio Performance | 70/30 |
|---|---|
| Year-to-Date Return | 14.73% |
| 1-Year Total Return | 24.16% |
| 3-Year Annualized Return | 6.97% |
| 5-Year Annualized Return | 8.49% |
| 10-Year Annualized Return | 7.94% |
| 20-Year Annualized Return | 7.26% |
| 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 | 8.46% |
| Model Portfolio Performance | 80/20 |
|---|---|
| Year-to-Date Return | 16.30% |
| 1-Year Total Return | 25.85% |
| 3-Year Annualized Return | 7.99% |
| 5-Year Annualized Return | 9.62% |
| 10-Year Annualized Return | 8.75% |
| 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 | 9.40% |
| Model Portfolio Performance | 100/0 |
|---|---|
| Year-to-Date Return | 19.49% |
| 1-Year Total Return | 29.28% |
| 3-Year Annualized Return | 10.05% |
| 5-Year Annualized Return | 11.88% |
| 10-Year Annualized Return | 10.37% |
| 20-Year Annualized Return | 8.63% |
| 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 | 11.36% |