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Statistiques de Marché

Le département de recherche de PWL est fier de fournir des rapports mensuels sur les statistiques du marché qui contiennent des informations sur divers actifs et catégories d’actifs dans les marchés canadiens, américains et internationaux que nous suivons.

Portefeuilles modèles

À des fins d’illustration uniquement. Les portefeuilles clients réels peuvent différer.

  • 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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