Resources & Documents Explore by Category Market Statistics White Papers Model Portfolios Important Documents Calculators Use our free calculators to help plan your financial life. Should you want to review these items with a PWL advisor, please reach out and we would be happy to arrange a meeting. Market Statistics PWL’s Research department is proud to provide monthly Market Statistics reports that contain information about various assets and asset classes in Canadian, U.S. and International markets we follow. Model Portfolio For illustration purposes only. Actual client portfolios may differ. 40% Stocks - 60% Bonds 50% Stocks - 50% Bonds 60% Stocks - 40% Bonds 70% Stocks - 30% Bonds 80% Stocks - 20% Bonds 100% Stocks - 0% Bonds Model Portfolio Performance 40% Stocks - 60% Bonds YTD Return 3.87% 1-Year Total Return 10.05% 3-Year Annualized Return 3.16% 5-Year Annualized Return 4.60% 10-Year Annualized Return 4.49% 20-Year Annualized Return 4.92% Worst Drawdown (05/2007-02/2009) -18.90% Drawdown - Time to Recovery (from the bottom) 11 months 20-Year Annualized Standard Deviation 4.93% Model Portfolio Performance 50% Stocks - 50% Bonds YTD Return 4.60% 1-Year Total Return 11.48% 3-Year Annualized Return 4.23% 5-Year Annualized Return 5.61% 10-Year Annualized Return 5.23% 20-Year Annualized Return 5.49% Worst Drawdown (05/2007-02/2009) -24.70% Drawdown - Time to Recovery (from the bottom) 14 months 20-Year Annualized Standard Deviation 6.01% Model Portfolio Performance 60% Stocks - 40% Bonds YTD Return 5.33% 1-Year Total Return 12.91% 3-Year Annualized Return 5.26% 5-Year Annualized Return 6.58% 10-Year Annualized Return 5.90% 20-Year Annualized Return 6.06% Worst Drawdown (05/2007-02/2009) -30.10% Drawdown - Time to Recovery (from the bottom) 20 months 20-Year Annualized Standard Deviation 7.18% Model Portfolio Performance 70% Stocks - 30% Bonds YTD Return 6.06% 1-Year Total Return 14.30% 3-Year Annualized Return 6.26% 5-Year Annualized Return 7.49% 10-Year Annualized Return 6.69% 20-Year Annualized Return 6.61% Worst Drawdown (05/2007-02/2009) -35.10% Drawdown - Time to Recovery (from the bottom) 23 months 20-Year Annualized Standard Deviation 8.50% Model Portfolio Performance 80% Stocks - 20% Bonds YTD Return 6.81% 1-Year Total Return 15.72% 3-Year Annualized Return 7.26% 5-Year Annualized Return 8.45% 10-Year Annualized Return 7.21% 20-Year Annualized Return 7.06% Worst Drawdown (05/2007-02/2009) -39.80% Drawdown - Time to Recovery (from the bottom) 24 months 20-Year Annualized Standard Deviation 9.95% Model Portfolio Performance 100% Stocks - 0% Bonds YTD Return 8.42% 1-Year Total Return 18.70% 3-Year Annualized Return 9.55% 5-Year Annualized Return 10.42% 10-Year Annualized Return 8.53% 20-Year Annualized Return 8.02% Worst Drawdown (05/2007-02/2009) -48.00% Drawdown - Time to Recovery (from the bottom) 48 months 20-Year Annualized Standard Deviation 13.24% Team Resources Compliance HISA INFORMATION Learn More An Investor’s Guide to Making a Complaint Summary IIROC: Protecting Investors and Fostering Fair and Efficient Capital Markets across Canada. Learn More Strip Bond Information Statement Brochures Learn More How Can I Get My Money Back? A Guide for Investors Learn More PWL Capital Team Capital Team – Dimensional Global Portfolios – March, 2024 Contributors Learn More HISA INFORMATION Learn More An Investor’s Guide to Making a Complaint Summary IIROC: Protecting Investors and Fostering Fair and Efficient Capital Markets across Canada. Learn More Strip Bond Information Statement Brochures Learn More Research Department Goals Survey Summary Contributors Learn More The Passive vs. Active Fund Monitor (2017) Summary This report describes the competitive landscape for passively and actively managed funds over the last eleven years in Canada and the United States. Contributors Learn More Passive versus Active Report (2016) Summary This report describes the competitive landscape for passively and actively managed funds over the last ten years in Canada and the United States. Contributors Learn More Are Bond ETFs Dangerous? Summary Are bond ETFs a robust investment vehicle or are they fragile? This paper defines four potential scenarios where a flaw in the bond ETF structure would be responsible for a severe loss to investors. Contributors Learn More
Compliance HISA INFORMATION Learn More An Investor’s Guide to Making a Complaint Summary IIROC: Protecting Investors and Fostering Fair and Efficient Capital Markets across Canada. Learn More Strip Bond Information Statement Brochures Learn More How Can I Get My Money Back? A Guide for Investors Learn More
PWL Capital Team Capital Team – Dimensional Global Portfolios – March, 2024 Contributors Learn More HISA INFORMATION Learn More An Investor’s Guide to Making a Complaint Summary IIROC: Protecting Investors and Fostering Fair and Efficient Capital Markets across Canada. Learn More Strip Bond Information Statement Brochures Learn More
Research Department Goals Survey Summary Contributors Learn More The Passive vs. Active Fund Monitor (2017) Summary This report describes the competitive landscape for passively and actively managed funds over the last eleven years in Canada and the United States. Contributors Learn More Passive versus Active Report (2016) Summary This report describes the competitive landscape for passively and actively managed funds over the last ten years in Canada and the United States. Contributors Learn More Are Bond ETFs Dangerous? Summary Are bond ETFs a robust investment vehicle or are they fragile? This paper defines four potential scenarios where a flaw in the bond ETF structure would be responsible for a severe loss to investors. Contributors Learn More