Model Portfolios - Interactive View
For illustration purposes only. Actual client portfolios may be different.
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% |
40/60
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
|
17.26% |
iShares Core MSCI EAFE IMI Index ETF
|
6.38% |
iShares Core MSCI Emerging Markets IMI Index ETF
|
3.02% |
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% |
50/50
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
|
21.58% |
iShares Core MSCI EAFE IMI Index ETF
|
7.97% |
iShares Core MSCI Emerging Markets IMI Index ETF
|
3.78% |
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% |
60/40
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
|
25.89% |
iShares Core MSCI EAFE IMI Index ETF
|
9.57% |
iShares Core MSCI Emerging Markets IMI Index ETF
|
4.54% |
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% |
70/30
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
|
30.21% |
iShares Core MSCI EAFE IMI Index ETF
|
11.16% |
iShares Core MSCI Emerging Markets IMI Index ETF
|
5.29% |
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% |
80/20
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
|
34.53% |
iShares Core MSCI EAFE IMI Index ETF
|
12.76% |
iShares Core MSCI Emerging Markets IMI Index ETF
|
6.05% |
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% |
100/0
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
|
43.16% |
iShares Core MSCI EAFE IMI Index ETF
|
15.95% |
iShares Core MSCI Emerging Markets IMI Index ETF
|
7.56% |