SIMPLIFYING WEALTH FOR CANADIANS

Helping you frame financial decisions through the lens of living a good life

 

Investment Industry Regulatory Organization of Canada

Meet our Client Relationship Team

We offer comprehensive Wealth Management services to Canadians. The PWL Capital team can help you achieve your financial goals. Contact us for more information.

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    IDEAS & INSIGHTS

    Model Portfolio

    For illustration purposes only. Actual client portfolios may differ. As of February 28, 2023.

    • Model Portfolio Performance 40% Stocks - 60% Bonds
      YTD Return
      1-Year Total Return -3.39%
      3-Year Annualized Return 3.48%
      5-Year Annualized Return 3.07%
      10-Year Annualized Return 4.34%
      20-Year Annualized Return 5.34%
      Worst Drawdown (05/2007-02/2009) -18.90%
      Drawdown - Time to Recovery (from the bottom) 11 months
      20-Year Annualized Standard Deviation 5.80%
    • Model Portfolio Performance 50% Stocks - 50% Bonds
      YTD Return
      1-Year Total Return -2.88%
      3-Year Annualized Return 4.88%
      5-Year Annualized Return 3.80%
      10-Year Annualized Return 5.14%
      20-Year Annualized Return 5.98%
      Worst Drawdown (05/2007-02/2009) -24.70%
      Drawdown - Time to Recovery (from the bottom) 14 months
      20-Year Annualized Standard Deviation 7.02%
    • Model Portfolio Performance 60% Stocks - 40% Bonds
      YTD Return
      1-Year Total Return -2.36%
      3-Year Annualized Return 6.27%
      5-Year Annualized Return 4.44%
      10-Year Annualized Return 5.93%
      20-Year Annualized Return 6.64%
      Worst Drawdown (05/2007-02/2009) -30.10%
      Drawdown - Time to Recovery (from the bottom) 20 months
      20-Year Annualized Standard Deviation 8.24%
    • Model Portfolio Performance 70% Stocks - 30% Bonds
      YTD Return
      1-Year Total Return -1.85%
      3-Year Annualized Return 7.59%
      5-Year Annualized Return 5.04%
      10-Year Annualized Return 6.76%
      20-Year Annualized Return 7.26%
      Worst Drawdown (05/2007-02/2009) -35.10%
      Drawdown - Time to Recovery (from the bottom) 23 months
      20-Year Annualized Standard Deviation 9.48%
    • Model Portfolio Performance 80% Stocks - 20% Bonds
      YTD Return
      1-Year Total Return -1.29%
      3-Year Annualized Return 8.97%
      5-Year Annualized Return 5.68%
      10-Year Annualized Return 7.40%
      20-Year Annualized Return 7.80%
      Worst Drawdown (05/2007-02/2009) -39.80%
      Drawdown - Time to Recovery (from the bottom) 24 months
      20-Year Annualized Standard Deviation 10.74%
    • Model Portfolio Performance 100% Stocks - 0% Bonds
      YTD Return
      1-Year Total Return 0.10%
      3-Year Annualized Return 11.92%
      5-Year Annualized Return 6.89%
      10-Year Annualized Return 8.83%
      20-Year Annualized Return 8.95%
      Worst Drawdown (05/2007-02/2009) -48.00%
      Drawdown - Time to Recovery (from the bottom) 48 months
      20-Year Annualized Standard Deviation 13.22%

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