Model Portfolios - Interactive View
For illustration purposes only. Actual client portfolios may be different.
| 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% |
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
|
17.31% |
|
iShares Core MSCI EAFE IMI Index ETF
|
6.01% |
|
iShares Core MSCI Emerging Markets IMI Index ETF
|
3.34% |
| 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% |
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
|
21.64% |
|
iShares Core MSCI EAFE IMI Index ETF
|
7.51% |
|
iShares Core MSCI Emerging Markets IMI Index ETF
|
4.18% |
| 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% |
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
|
25.97% |
|
iShares Core MSCI EAFE IMI Index ETF
|
9.01% |
|
iShares Core MSCI Emerging Markets IMI Index ETF
|
5.01% |
| 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% |
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
|
30.30% |
|
iShares Core MSCI EAFE IMI Index ETF
|
10.52% |
|
iShares Core MSCI Emerging Markets IMI Index ETF
|
5.85% |
| 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% |
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
|
34.63% |
|
iShares Core MSCI EAFE IMI Index ETF
|
12.02% |
|
iShares Core MSCI Emerging Markets IMI Index ETF
|
6.69% |
| 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% |
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
|
43.29% |
|
iShares Core MSCI EAFE IMI Index ETF
|
15.02% |
|
iShares Core MSCI Emerging Markets IMI Index ETF
|
8.36% |