This document provides the performance data for the Model ETF Portfolios as of August 2024, as compiled by the team

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The PWL Model Portfolios have relatively short track records. However, they often track indexes with a longer history, so whenever fund returns were not available, we used the underlying index returns and subtracted the current management expense ratio of the fund. In a number of cases, we have had to approximate the returns of the asset classes using other indexes. All returns are in Canadian dollars and the portfolios are rebalanced annually.
Past performance does not guarantee future results. The historical performance of indexes is illustrative only and is not necessarily a reflection of the future performance of any fund tracking that benchmark.

Model Portfolios – August 31, 2024

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For illustration purposes only. Actual client portfolios may be different.

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Year-to-Date Return	7.77%
1-Year Total Return	13.00%
3-Year Annualized Return	2.40%
5-Year Annualized Return	4.68%
10-Year Annualized Return	5.12%
20-Year Annualized Return	5.68%
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	5.93%

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Model Portfolio Performance

Funds Holdings

iShares Core Canadian Universe Bond Index ETF	60.00%
iShares Core S&P/TSX Capped Composite Index ETF	13.33%
Vanguard U.S. Total Market Index ETF	17.31%
iShares Core MSCI EAFE IMI Index ETF	6.49%
iShares Core MSCI Emerging Markets IMI Index ETF	2.87%

Year-to-Date Return	9.18%
1-Year Total Return	14.33%
3-Year Annualized Return	3.31%
5-Year Annualized Return	5.85%
10-Year Annualized Return	5.93%
20-Year Annualized Return	6.17%
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	6.70%

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Model Portfolio Performance

Funds Holdings

iShares Core Canadian Universe Bond Index ETF	50.00%
iShares Core S&P/TSX Capped Composite Index ETF	16.67%
Vanguard U.S. Total Market Index ETF	21.64%
iShares Core MSCI EAFE IMI Index ETF	8.11%
iShares Core MSCI Emerging Markets IMI Index ETF	3.58%

Year-to-Date Return	10.61%
1-Year Total Return	15.66%
3-Year Annualized Return	4.23%
5-Year Annualized Return	7.02%
10-Year Annualized Return	6.74%
20-Year Annualized Return	6.66%
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	7.55%

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Model Portfolio Performance

Funds Holdings

iShares Core Canadian Universe Bond Index ETF	40.00%
iShares Core S&P/TSX Capped Composite Index ETF	20.00%
Vanguard U.S. Total Market Index ETF	25.96%
iShares Core MSCI EAFE IMI Index ETF	9.74%
iShares Core MSCI Emerging Markets IMI Index ETF	4.30%

Year-to-Date Return	12.05%
1-Year Total Return	17.01%
3-Year Annualized Return	5.14%
5-Year Annualized Return	8.20%
10-Year Annualized Return	7.54%
20-Year Annualized Return	7.13%
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	8.45%

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Model Portfolio Performance

Funds Holdings

iShares Core Canadian Universe Bond Index ETF	30.00%
iShares Core S&P/TSX Capped Composite Index ETF	23.33%
Vanguard U.S. Total Market Index ETF	30.29%
iShares Core MSCI EAFE IMI Index ETF	11.36%
iShares Core MSCI Emerging Markets IMI Index ETF	5.02%

Year-to-Date Return	13.51%
1-Year Total Return	18.37%
3-Year Annualized Return	6.06%
5-Year Annualized Return	9.37%
10-Year Annualized Return	8.33%
20-Year Annualized Return	7.60%
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%

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Model Portfolio Performance

Funds Holdings

iShares Core Canadian Universe Bond Index ETF	20.00%
iShares Core S&P/TSX Capped Composite Index ETF	26.67%
Vanguard U.S. Total Market Index ETF	34.62%
iShares Core MSCI EAFE IMI Index ETF	12.98%
iShares Core MSCI Emerging Markets IMI Index ETF	5.73%

Year-to-Date Return	16.47%
1-Year Total Return	21.11%
3-Year Annualized Return	7.88%
5-Year Annualized Return	11.70%
10-Year Annualized Return	9.91%
20-Year Annualized Return	8.49%
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	11.36%

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Model Portfolio Performance

Funds Holdings

iShares Core Canadian Universe Bond Index ETF	0.00%
iShares Core S&P/TSX Capped Composite Index ETF	33.33%
Vanguard U.S. Total Market Index ETF	43.27%
iShares Core MSCI EAFE IMI Index ETF	16.23%
iShares Core MSCI Emerging Markets IMI Index ETF	7.17%

Model Portfolios – August 31, 2024

Model Portfolios – August 31, 2024

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