Portefeuilles modèles de 31 janvier, 2024

  • Model Portfolio Performance 40% Stocks - 60% Bonds
    YTD Return 0,29%
    1-Year Total Return 5,62%
    3-Year Annualized Return 2,98%
    5-Year Annualized Return 4,33%
    10-Year Annualized Return 4,33%
    20-Year Annualized Return 4,89%
    Worst Drawdown (05/2007-02/2009) -18,90%
    Drawdown - Time to Recovery (from the bottom) 11 months
    20-Year Annualized Standard Deviation 5,81%
  • Model Portfolio Performance 50% Stocks - 50% Bonds
    YTD Return 0,28%
    1-Year Total Return 5,99%
    3-Year Annualized Return 4,11%
    5-Year Annualized Return 5,26%
    10-Year Annualized Return 5,06%
    20-Year Annualized Return 5,41%
    Worst Drawdown (05/2007-02/2009) -24,70%
    Drawdown - Time to Recovery (from the bottom) 14 months
    20-Year Annualized Standard Deviation 7,03%
  • Model Portfolio Performance 60% Stocks - 40% Bonds
    YTD Return 0,26%
    1-Year Total Return 6,31%
    3-Year Annualized Return 5,20%
    5-Year Annualized Return 6,10%
    10-Year Annualized Return 5,69%
    20-Year Annualized Return 5,93%
    Worst Drawdown (05/2007-02/2009) -30,10%
    Drawdown - Time to Recovery (from the bottom) 20 months
    20-Year Annualized Standard Deviation 8,25%
  • Model Portfolio Performance 70% Stocks - 30% Bonds
    YTD Return 0,25%
    1-Year Total Return 6,60%
    3-Year Annualized Return 6,25%
    5-Year Annualized Return 6,90%
    10-Year Annualized Return 6,47%
    20-Year Annualized Return 6,44%
    Worst Drawdown (05/2007-02/2009) -35,10%
    Drawdown - Time to Recovery (from the bottom) 23 months
    20-Year Annualized Standard Deviation 9,49%
  • Model Portfolio Performance 80% Stocks - 20% Bonds
    YTD Return 0,24%
    1-Year Total Return 6,89%
    3-Year Annualized Return 7,35%
    5-Year Annualized Return 7,74%
    10-Year Annualized Return 6,96%
    20-Year Annualized Return 6,85%
    Worst Drawdown (05/2007-02/2009) -39,80%
    Drawdown - Time to Recovery (from the bottom) 24 months
    20-Year Annualized Standard Deviation 10,74%
  • Model Portfolio Performance 100% Stocks - 0% Bonds
    YTD Return 0,25%
    1-Year Total Return 7,52%
    3-Year Annualized Return 9,86%
    5-Year Annualized Return 9,43%
    10-Year Annualized Return 8,22%
    20-Year Annualized Return 7,76%
    Worst Drawdown (05/2007-02/2009) -48,00%
    Drawdown - Time to Recovery (from the bottom) 48 months
    20-Year Annualized Standard Deviation 13,21%

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