Model Portfolio

For illustration purposes only. Actual client portfolios may differ. As of February 29, 2024.

  • Model Portfolio Performance 40% Stocks - 60% Bonds
    YTD Return 1.83%
    1-Year Total Return 8.52%
    3-Year Annualized Return 2.97%
    5-Year Annualized Return 4.40%
    10-Year Annualized Return 4.30%
    20-Year Annualized Return 4.87%
    Worst Drawdown (05/2007-02/2009) -18.90%
    Drawdown - Time to Recovery (from the bottom) 11 months
    20-Year Annualized Standard Deviation 5.80%
  • Model Portfolio Performance 50% Stocks - 50% Bonds
    YTD Return 2.17%
    1-Year Total Return 9.37%
    3-Year Annualized Return 4.02%
    5-Year Annualized Return 5.34%
    10-Year Annualized Return 5.01%
    20-Year Annualized Return 5.39%
    Worst Drawdown (05/2007-02/2009) -24.70%
    Drawdown - Time to Recovery (from the bottom) 14 months
    20-Year Annualized Standard Deviation 7.03%
  • Model Portfolio Performance 60% Stocks - 40% Bonds
    YTD Return 2.51%
    1-Year Total Return 10.19%
    3-Year Annualized Return 5.07%
    5-Year Annualized Return 6.23%
    10-Year Annualized Return 5.65%
    20-Year Annualized Return 5.92%
    Worst Drawdown (05/2007-02/2009) -30.10%
    Drawdown - Time to Recovery (from the bottom) 20 months
    20-Year Annualized Standard Deviation 8.25%
  • Model Portfolio Performance 70% Stocks - 30% Bonds
    YTD Return 2.87%
    1-Year Total Return 10.97%
    3-Year Annualized Return 6.07%
    5-Year Annualized Return 7.05%
    10-Year Annualized Return 6.41%
    20-Year Annualized Return 6.44%
    Worst Drawdown (05/2007-02/2009) -35.10%
    Drawdown - Time to Recovery (from the bottom) 23 months
    20-Year Annualized Standard Deviation 9.49%
  • Model Portfolio Performance 80% Stocks - 20% Bonds
    YTD Return 3.25%
    1-Year Total Return 11.76%
    3-Year Annualized Return 7.12%
    5-Year Annualized Return 7.92%
    10-Year Annualized Return 6.91%
    20-Year Annualized Return 6.86%
    Worst Drawdown (05/2007-02/2009) -39.80%
    Drawdown - Time to Recovery (from the bottom) 24 months
    20-Year Annualized Standard Deviation 10.74%
  • Model Portfolio Performance 100% Stocks - 0% Bonds
    YTD Return 4.12%
    1-Year Total Return 13.40%
    3-Year Annualized Return 9.48%
    5-Year Annualized Return 9.69%
    10-Year Annualized Return 8.18%
    20-Year Annualized Return 7.80%
    Worst Drawdown (05/2007-02/2009) -48.00%
    Drawdown - Time to Recovery (from the bottom) 48 months
    20-Year Annualized Standard Deviation 13.21%

Team Resources

Research Department