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    Model Portfolio

    For illustration purposes only. Actual client portfolios may differ. As of April 30, 2022.

    • Model Portfolio Performance 40% Stocks - 60% Bonds
      YTD Return -5.99%
      1-Year Total Return -2.32%
      3-Year Annualized Return 3.55%
      5-Year Annualized Return 3.45%
      10-Year Annualized Return 5.04%
      20-Year Annualized Return 5.28%
      Lowest 1-Year Return (03/2008-02/2009) -16.06%
      20-Year Annualized Standard Deviation 5.50%
    • Model Portfolio Performance 50% Stocks - 50% Bonds
      YTD Return -5.83%
      1-Year Total Return -0.99%
      3-Year Annualized Return 4.60%
      5-Year Annualized Return 4.24%
      10-Year Annualized Return 5.89%
      20-Year Annualized Return 5.76%
      Lowest 1-Year Return (03/2008-02/2009) -20.58%
      20-Year Annualized Standard Deviation 6.73%
    • Model Portfolio Performance 60% Stocks - 40% Bonds
      YTD Return -5.61%
      1-Year Total Return 0.22%
      3-Year Annualized Return 5.59%
      5-Year Annualized Return 4.97%
      10-Year Annualized Return 6.74%
      20-Year Annualized Return 6.23%
      Lowest 1-Year Return (03/2008-02/2009) -24.93%
      20-Year Annualized Standard Deviation 7.96%
    • Model Portfolio Performance 70% Stocks - 30% Bonds
      YTD Return -5.39%
      1-Year Total Return 1.52%
      3-Year Annualized Return 6.51%
      5-Year Annualized Return 5.66%
      10-Year Annualized Return 7.64%
      20-Year Annualized Return 6.70%
      Lowest 1-Year Return (03/2008-02/2009) -29.17%
      20-Year Annualized Standard Deviation 9.23%
    • Model Portfolio Performance 80% Stocks - 20% Bonds
      YTD Return -5.11%
      1-Year Total Return 2.78%
      3-Year Annualized Return 7.49%
      5-Year Annualized Return 6.38%
      10-Year Annualized Return 8.32%
      20-Year Annualized Return 7.06%
      Lowest 1-Year Return (03/2008-02/2009) -33.28%
      20-Year Annualized Standard Deviation 10.50%
    • Model Portfolio Performance 100% Stocks - 0% Bonds
      YTD Return -4.39%
      1-Year Total Return 5.69%
      3-Year Annualized Return 9.37%
      5-Year Annualized Return 7.71%
      10-Year Annualized Return 9.84%
      20-Year Annualized Return 7.81%
      Lowest 1-Year Return (03/2008-02/2009) -40.79%
      20-Year Annualized Standard Deviation 13.03%

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