Resources & Documents Model Portolio Categories Market Stats Team Resources Menu Model Portolio Categories Market Stats Team Resources Model Portolio Categories Market Stats Team Resources Model Portfolio For illustration purposes only. Actual client portfolios may differ. As of February 29, 2024. 40% Stocks - 60% Bonds 50% Stocks - 50% Bonds 60% Stocks - 40% Bonds 70% Stocks - 30% Bonds 80% Stocks - 20% Bonds 100% Stocks - 0% Bonds 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% Explore by Category Market Statistics White Papers Model Portfolios Important Documents Market Statistics – February 2024 Published: March 6, 2024 All figures in CAD unless mentioned otherwise Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics […] Team Resources Compliance HISA INFORMATION Learn More An Investor’s Guide to Making a Complaint Summary IIROC: Protecting Investors and Fostering Fair and Efficient Capital Markets across Canada. Learn More Strip Bond Information Statement Brochures Learn More How Can I Get My Money Back? A Guide for Investors Learn More PWL Capital Team Capital Team – Dimensional Global Portfolios – February, 2024 Contributors Learn More HISA INFORMATION Learn More An Investor’s Guide to Making a Complaint Summary IIROC: Protecting Investors and Fostering Fair and Efficient Capital Markets across Canada. Learn More Strip Bond Information Statement Brochures Learn More Research Department Financial Planning Assumptions (Market Capitalization Weighted Portfolio) 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 Financial Planning Assumptions (Factor Tilted Portfolio) 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 Goals Survey Summary Contributors Learn More 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
Market Statistics – February 2024 Published: March 6, 2024 All figures in CAD unless mentioned otherwise Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics […]
Compliance HISA INFORMATION Learn More An Investor’s Guide to Making a Complaint Summary IIROC: Protecting Investors and Fostering Fair and Efficient Capital Markets across Canada. Learn More Strip Bond Information Statement Brochures Learn More How Can I Get My Money Back? A Guide for Investors Learn More
PWL Capital Team Capital Team – Dimensional Global Portfolios – February, 2024 Contributors Learn More HISA INFORMATION Learn More An Investor’s Guide to Making a Complaint Summary IIROC: Protecting Investors and Fostering Fair and Efficient Capital Markets across Canada. Learn More Strip Bond Information Statement Brochures Learn More
Research Department Financial Planning Assumptions (Market Capitalization Weighted Portfolio) 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 Financial Planning Assumptions (Factor Tilted Portfolio) 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 Goals Survey Summary Contributors Learn More 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