CLIENT LOGIN
Aug 20, 2024

Model Portfolios – July 31, 2024

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

Download the PDF or see the interactive version below!

short-thumb

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 – July 31, 2024

Download Now
Popular Insights

Market Statistics – September 2024

Market Statistics – August 2024

Market Statistics – July 2024

More Insights

Model Portfolios - Interactive View

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

40/60
50/50
60/40
70/30
80/20
100/0
Year-to-Date Return 0.85%
1-Year Total Return 5.14%
3-Year Annualized Return 1.76%
5-Year Annualized Return 3.70%
10-Year Annualized Return 4.82%
20-Year Annualized Return 5.33%
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 5.90%
40/60
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
 17.02%
iShares Core MSCI EAFE IMI Index ETF
 6.67%
iShares Core MSCI Emerging Markets IMI Index ETF
 2.98%
Year-to-Date Return 1.90%
1-Year Total Return 6.72%
3-Year Annualized Return 2.78%
5-Year Annualized Return 4.66%
10-Year Annualized Return 5.62%
20-Year Annualized Return 5.79%
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 6.67%
50/50
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
 21.27%
iShares Core MSCI EAFE IMI Index ETF
 8.34%
iShares Core MSCI Emerging Markets IMI Index ETF
 3.72%
Year-to-Date Return 2.95%
1-Year Total Return 8.31%
3-Year Annualized Return 3.80%
5-Year Annualized Return 5.61%
10-Year Annualized Return 6.41%
20-Year Annualized Return 6.24%
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 7.53%
60/40
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
 25.53%
iShares Core MSCI EAFE IMI Index ETF
 10.01%
iShares Core MSCI Emerging Markets IMI Index ETF
 4.46%
Year-to-Date Return 4.01%
1-Year Total Return 9.92%
3-Year Annualized Return 4.82%
5-Year Annualized Return 6.56%
10-Year Annualized Return 7.20%
20-Year Annualized Return 6.68%
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 8.43%
70/30
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
 29.78%
iShares Core MSCI EAFE IMI Index ETF
 11.68%
iShares Core MSCI Emerging Markets IMI Index ETF
 5.21%
Year-to-Date Return 5.08%
1-Year Total Return 11.54%
3-Year Annualized Return 5.83%
5-Year Annualized Return 7.51%
10-Year Annualized Return 7.98%
20-Year Annualized Return 7.10%
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 9.38%
80/20
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
 34.04%
iShares Core MSCI EAFE IMI Index ETF
 13.35%
iShares Core MSCI Emerging Markets IMI Index ETF
 5.95%
Year-to-Date Return 7.23%
1-Year Total Return 14.84%
3-Year Annualized Return 7.87%
5-Year Annualized Return 9.38%
10-Year Annualized Return 9.52%
20-Year Annualized Return 7.92%
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%
100/0
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
 42.55%
iShares Core MSCI EAFE IMI Index ETF
 16.68%
iShares Core MSCI Emerging Markets IMI Index ETF
 7.44%

Contact us.

Contact US
First
Last
In order to keep our fees low and our service level high, PWL’s Bender, Bender & Bortolotti team is only able to work with clients with household accounts totaling $1 million or more. If you do not meet our minimum, please visit the Canadian Couch Potato and Canadian Portfolio Manager websites for a host of resources that we offer for free to all investors.