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Model Portfolio

For illustration purposes only. Actual client portfolios may differ. As of October 31, 2023.

  • Model Portfolio Performance 40% Stocks - 60% Bonds
    YTD Return 3.00%
    1-Year Total Return 5.00%
    3-Year Annualized Return 3.15%
    5-Year Annualized Return 3.46%
    10-Year Annualized Return 3.92%
    20-Year Annualized Return 4.84%
    Worst Drawdown (05/2007-02/2009) -18.90%
    Drawdown - Time to Recovery (from the bottom) 11 months
    20-Year Annualized Standard Deviation 5.78%
  • Model Portfolio Performance 50% Stocks - 50% Bonds
    YTD Return 3.01%
    1-Year Total Return 5.16%
    3-Year Annualized Return 4.41%
    5-Year Annualized Return 4.19%
    10-Year Annualized Return 4.56%
    20-Year Annualized Return 5.35%
    Worst Drawdown (05/2007-02/2009) -24.70%
    Drawdown - Time to Recovery (from the bottom) 14 months
    20-Year Annualized Standard Deviation 7.00%
  • Model Portfolio Performance 60% Stocks - 40% Bonds
    YTD Return 3.05%
    1-Year Total Return 5.30%
    3-Year Annualized Return 5.72%
    5-Year Annualized Return 4.86%
    10-Year Annualized Return 5.17%
    20-Year Annualized Return 5.87%
    Worst Drawdown (05/2007-02/2009) -30.10%
    Drawdown - Time to Recovery (from the bottom) 20 months
    20-Year Annualized Standard Deviation 8.22%
  • Model Portfolio Performance 70% Stocks - 30% Bonds
    YTD Return 3.09%
    1-Year Total Return 5.40%
    3-Year Annualized Return 7.03%
    5-Year Annualized Return 5.49%
    10-Year Annualized Return 5.85%
    20-Year Annualized Return 6.37%
    Worst Drawdown (05/2007-02/2009) -35.10%
    Drawdown - Time to Recovery (from the bottom) 23 months
    20-Year Annualized Standard Deviation 9.46%
  • Model Portfolio Performance 80% Stocks - 20% Bonds
    YTD Return 3.17%
    1-Year Total Return 5.56%
    3-Year Annualized Return 8.42%
    5-Year Annualized Return 6.17%
    10-Year Annualized Return 6.32%
    20-Year Annualized Return 6.77%
    Worst Drawdown (05/2007-02/2009) -39.80%
    Drawdown - Time to Recovery (from the bottom) 24 months
    20-Year Annualized Standard Deviation 10.70%
  • Model Portfolio Performance 100% Stocks - 0% Bonds
    YTD Return 3.50%
    1-Year Total Return 5.95%
    3-Year Annualized Return 11.57%
    5-Year Annualized Return 7.53%
    10-Year Annualized Return 7.48%
    20-Year Annualized Return 7.69%
    Worst Drawdown (05/2007-02/2009) -48.00%
    Drawdown - Time to Recovery (from the bottom) 48 months
    20-Year Annualized Standard Deviation 13.17%

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