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Model Portfolio

For illustration purposes only. Actual client portfolios may differ. As of March 31, 2024.

  • Model Portfolio Performance 40% Stocks - 60% Bonds
    YTD Return 3.87%
    1-Year Total Return 10.05%
    3-Year Annualized Return 3.16%
    5-Year Annualized Return 4.60%
    10-Year Annualized Return 4.49%
    20-Year Annualized Return 4.92%
    Worst Drawdown (05/2007-02/2009) -18.90%
    Drawdown - Time to Recovery (from the bottom) 11 months
    20-Year Annualized Standard Deviation 4.93%
  • Model Portfolio Performance 50% Stocks - 50% Bonds
    YTD Return 4.60%
    1-Year Total Return 11.48%
    3-Year Annualized Return 4.23%
    5-Year Annualized Return 5.61%
    10-Year Annualized Return 5.23%
    20-Year Annualized Return 5.49%
    Worst Drawdown (05/2007-02/2009) -24.70%
    Drawdown - Time to Recovery (from the bottom) 14 months
    20-Year Annualized Standard Deviation 6.01%
  • Model Portfolio Performance 60% Stocks - 40% Bonds
    YTD Return 5.33%
    1-Year Total Return 12.91%
    3-Year Annualized Return 5.26%
    5-Year Annualized Return 6.58%
    10-Year Annualized Return 5.90%
    20-Year Annualized Return 6.06%
    Worst Drawdown (05/2007-02/2009) -30.10%
    Drawdown - Time to Recovery (from the bottom) 20 months
    20-Year Annualized Standard Deviation 7.18%
  • Model Portfolio Performance 70% Stocks - 30% Bonds
    YTD Return 6.06%
    1-Year Total Return 14.30%
    3-Year Annualized Return 6.26%
    5-Year Annualized Return 7.49%
    10-Year Annualized Return 6.69%
    20-Year Annualized Return 6.61%
    Worst Drawdown (05/2007-02/2009) -35.10%
    Drawdown - Time to Recovery (from the bottom) 23 months
    20-Year Annualized Standard Deviation 8.50%
  • Model Portfolio Performance 80% Stocks - 20% Bonds
    YTD Return 6.81%
    1-Year Total Return 15.72%
    3-Year Annualized Return 7.26%
    5-Year Annualized Return 8.45%
    10-Year Annualized Return 7.21%
    20-Year Annualized Return 7.06%
    Worst Drawdown (05/2007-02/2009) -39.80%
    Drawdown - Time to Recovery (from the bottom) 24 months
    20-Year Annualized Standard Deviation 9.95%
  • Model Portfolio Performance 100% Stocks - 0% Bonds
    YTD Return 8.42%
    1-Year Total Return 18.70%
    3-Year Annualized Return 9.55%
    5-Year Annualized Return 10.42%
    10-Year Annualized Return 8.53%
    20-Year Annualized Return 8.02%
    Worst Drawdown (05/2007-02/2009) -48.00%
    Drawdown - Time to Recovery (from the bottom) 48 months
    20-Year Annualized Standard Deviation 13.24%

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