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    Portefeuilles modèles de 31 mars, 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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