SIMPLIFYING WEALTH FOR CANADIANS

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Investment Industry Regulatory Organization of Canada

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    Model Portfolio

    For illustration purposes only. Actual client portfolios may differ. As of April 30, 2023.

    • Model Portfolio Performance 40% Stocks - 60% Bonds
      YTD Return 3.84%
      1-Year Total Return 1.83%
      3-Year Annualized Return 5.06%
      5-Year Annualized Return 3.31%
      10-Year Annualized Return 4.39%
      20-Year Annualized Return 5.31%
      Worst Drawdown (05/2007-02/2009) -18.90%
      Drawdown - Time to Recovery (from the bottom) 11 months
      20-Year Annualized Standard Deviation 5.77%
    • Model Portfolio Performance 50% Stocks - 50% Bonds
      YTD Return 4.28%
      1-Year Total Return 2.17%
      3-Year Annualized Return 6.79%
      5-Year Annualized Return 4.01%
      10-Year Annualized Return 5.17%
      20-Year Annualized Return 5.93%
      Worst Drawdown (05/2007-02/2009) -24.70%
      Drawdown - Time to Recovery (from the bottom) 14 months
      20-Year Annualized Standard Deviation 6.98%
    • Model Portfolio Performance 60% Stocks - 40% Bonds
      YTD Return 4.71%
      1-Year Total Return 2.46%
      3-Year Annualized Return 8.50%
      5-Year Annualized Return 4.64%
      10-Year Annualized Return 5.97%
      20-Year Annualized Return 6.56%
      Worst Drawdown (05/2007-02/2009) -30.10%
      Drawdown - Time to Recovery (from the bottom) 20 months
      20-Year Annualized Standard Deviation 8.19%
    • Model Portfolio Performance 70% Stocks - 30% Bonds
      YTD Return 5.08%
      1-Year Total Return 2.71%
      3-Year Annualized Return 10.16%
      5-Year Annualized Return 5.22%
      10-Year Annualized Return 6.78%
      20-Year Annualized Return 7.16%
      Worst Drawdown (05/2007-02/2009) -35.10%
      Drawdown - Time to Recovery (from the bottom) 23 months
      20-Year Annualized Standard Deviation 9.43%
    • Model Portfolio Performance 80% Stocks - 20% Bonds
      YTD Return 5.46%
      1-Year Total Return 2.97%
      3-Year Annualized Return 11.88%
      5-Year Annualized Return 5.83%
      10-Year Annualized Return 7.41%
      20-Year Annualized Return 7.68%
      Worst Drawdown (05/2007-02/2009) -39.80%
      Drawdown - Time to Recovery (from the bottom) 24 months
      20-Year Annualized Standard Deviation 10.68%
    • Model Portfolio Performance 100% Stocks - 0% Bonds
      YTD Return 6.14%
      1-Year Total Return 3.57%
      3-Year Annualized Return 15.64%
      5-Year Annualized Return 6.96%
      10-Year Annualized Return 8.81%
      20-Year Annualized Return 8.78%
      Worst Drawdown (05/2007-02/2009) -48.00%
      Drawdown - Time to Recovery (from the bottom) 48 months
      20-Year Annualized Standard Deviation 13.16%

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