spacer

Resources & Documents

Model Portfolio

For illustration purposes only. Actual client portfolios may differ. As of May 31, 2021.

  • Model Portfolio Performance 40% Stocks - 60% Bonds
    YTD Return 6.25%
    1-Year Total Return 7.90%
    3-Year Annualized Return 6.43%
    5-Year Annualized Return 4.87%
    10-Year Annualized Return 5.49%
    20-Year Annualized Return 5.45%
    Lowest 1-Year Return (03/2008-02/2009) -16.06%
    20-Year Annualized Standard Deviation 5.42%
  • Model Portfolio Performance 50% Stocks - 50% Bonds
    YTD Return 8.22%
    1-Year Total Return 10.22%
    3-Year Annualized Return 7.44%
    5-Year Annualized Return 5.66%
    10-Year Annualized Return 6.99%
    20-Year Annualized Return 6.23%
    Lowest 1-Year Return (03/2008-02/2009) -20.58%
    20-Year Annualized Standard Deviation 6.70%
  • Model Portfolio Performance 60% Stocks - 40% Bonds
    YTD Return 10.15%
    1-Year Total Return 12.59%
    3-Year Annualized Return 8.39%
    5-Year Annualized Return 6.41%
    10-Year Annualized Return 7.15%
    20-Year Annualized Return 6.42%
    Lowest 1-Year Return (03/2008-02/2009) -24.93%
    20-Year Annualized Standard Deviation 7.90%
  • Model Portfolio Performance 70% Stocks - 30% Bonds
    YTD Return 11.99%
    1-Year Total Return 14.86%
    3-Year Annualized Return 9.23%
    5-Year Annualized Return 7.09%
    10-Year Annualized Return 8.66%
    20-Year Annualized Return 7.16%
    Lowest 1-Year Return (03/2008-02/2009) -29.17%
    20-Year Annualized Standard Deviation 9.20%
  • Model Portfolio Performance 80% Stocks - 20% Bonds
    YTD Return 14.06%
    1-Year Total Return 17.36%
    3-Year Annualized Return 10.09%
    5-Year Annualized Return 7.77%
    10-Year Annualized Return 8.80%
    20-Year Annualized Return 7.26%
    Lowest 1-Year Return (03/2008-02/2009) -33.28%
    20-Year Annualized Standard Deviation 10.46%
  • Model Portfolio Performance 100% Stocks - 0% Bonds
    YTD Return 18.39%
    1-Year Total Return 22.68%
    3-Year Annualized Return 11.58%
    5-Year Annualized Return 9.01%
    10-Year Annualized Return 10.05%
    20-Year Annualized Return 7.96%
    Lowest 1-Year Return (03/2008-02/2009) -40.79%
    20-Year Annualized Standard Deviation 13.01%

Explore by Category

Team Resources

Capital Team

Compliance

Two Analyst Working Looking Graphs Spread On Table

Research Department

  • Financial Planning Assumptions
    Summary

    In this paper we devise an evidence-based approach for setting expectations for stocks, bonds, bills, inflation, and housing for use in asset allocation and financial planning decisions. This paper marks an evolution in PWL Capital’s methodology which has been in use for more than half a decade.

    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