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    Model Portfolio

    For illustration purposes only. Actual client portfolios may differ. As of May 31, 2022.

    • Model Portfolio Performance 40% Stocks - 60% Bonds
      YTD Return -5.61%
      1-Year Total Return -2.80%
      3-Year Annualized Return 4.38%
      5-Year Annualized Return 3.52%
      10-Year Annualized Return 5.29%
      20-Year Annualized Return 5.16%
      Worst Drawdown (05/2007-02/2009) -18.90%
      Drawdown - Time to Recovery (from the bottom) 11 months
      20-Year Annualized Standard Deviation 5.50%
    • Model Portfolio Performance 50% Stocks - 50% Bonds
      YTD Return -5.45%
      1-Year Total Return -1.68%
      3-Year Annualized Return 5.70%
      5-Year Annualized Return 4.34%
      10-Year Annualized Return 6.21%
      20-Year Annualized Return 5.63%
      Worst Drawdown (05/2007-02/2009) -24.70%
      Drawdown - Time to Recovery (from the bottom) 14 months
      20-Year Annualized Standard Deviation 6.73%
    • Model Portfolio Performance 60% Stocks - 40% Bonds
      YTD Return -5.21%
      1-Year Total Return -0.55%
      3-Year Annualized Return 6.91%
      5-Year Annualized Return 5.07%
      10-Year Annualized Return 7.15%
      20-Year Annualized Return 6.09%
      Worst Drawdown (05/2007-02/2009) -30.10%
      Drawdown - Time to Recovery (from the bottom) 20 months
      20-Year Annualized Standard Deviation 7.96%
    • Model Portfolio Performance 70% Stocks - 30% Bonds
      YTD Return -4.97%
      1-Year Total Return 0.58%
      3-Year Annualized Return 8.12%
      5-Year Annualized Return 5.81%
      10-Year Annualized Return 8.14%
      20-Year Annualized Return 6.56%
      Worst Drawdown (05/2007-02/2009) -35.10%
      Drawdown - Time to Recovery (from the bottom) 23 months
      20-Year Annualized Standard Deviation 9.23%
    • Model Portfolio Performance 80% Stocks - 20% Bonds
      YTD Return -4.68%
      1-Year Total Return 1.63%
      3-Year Annualized Return 9.34%
      5-Year Annualized Return 6.53%
      10-Year Annualized Return 8.91%
      20-Year Annualized Return 6.90%
      Worst Drawdown (05/2007-02/2009) -39.80%
      Drawdown - Time to Recovery (from the bottom) 24 months
      20-Year Annualized Standard Deviation 10.50%
    • Model Portfolio Performance 100% Stocks - 0% Bonds
      YTD Return -3.89%
      1-Year Total Return 4.30%
      3-Year Annualized Return 11.79%
      5-Year Annualized Return 7.94%
      10-Year Annualized Return 10.63%
      20-Year Annualized Return 7.66%
      Worst Drawdown (05/2007-02/2009) -48.00%
      Drawdown - Time to Recovery (from the bottom) 48 months
      20-Year Annualized Standard Deviation 13.03%

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