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Calculators

Use our free calculators to help plan your financial life.

Should you want to review these items with a PWL advisor, please reach out and we would be happy to arrange a meeting.

Market Statistics

PWL’s Research department is proud to provide monthly Market Statistics reports that contain information about various assets and asset classes in Canadian, U.S. and International markets we follow.

Model Portfolio

For illustration purposes only. Actual client portfolios may differ.

  • 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%

Team Resources

Two Analyst Working Looking Graphs Spread On Table

Research Department