Model Portfolios - September 2024
These models give you a sense of how we build ETF portfolios for our clients.
We have included backtested returns for the Model Portfolios going back 20 years. While most ETFs have shorter track records, they often track indexes with a longer history. 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.
| 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% |
| 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% |
| 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% |
| 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 | 7.13% |
| Worst Stock Market Drawdown (06/01/2007-02/28/2009) | 7.26% |
| Drawdown - Time to Recovery (from the bottom) | 22 months |
| 20-Year Annualized Standard Deviation | 8.46% |
| 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% |
| 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% |
