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    Portefeuilles modèles de 31 octobre, 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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