Portefeuilles modèles de 29 février, 2024

  • Model Portfolio Performance 40% Stocks - 60% Bonds
    YTD Return 1,83%
    1-Year Total Return 8,52%
    3-Year Annualized Return 2,97%
    5-Year Annualized Return 4,40%
    10-Year Annualized Return 4,30%
    20-Year Annualized Return 4,87%
    Worst Drawdown (05/2007-02/2009) -18,90%
    Drawdown - Time to Recovery (from the bottom) 11 months
    20-Year Annualized Standard Deviation 5,80%
  • Model Portfolio Performance 50% Stocks - 50% Bonds
    YTD Return 2,17%
    1-Year Total Return 9,37%
    3-Year Annualized Return 4,02%
    5-Year Annualized Return 5,34%
    10-Year Annualized Return 5,01%
    20-Year Annualized Return 5,39%
    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 2,51%
    1-Year Total Return 10,19%
    3-Year Annualized Return 5,07%
    5-Year Annualized Return 6,23%
    10-Year Annualized Return 5,65%
    20-Year Annualized Return 5,92%
    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 2,87%
    1-Year Total Return 10,97%
    3-Year Annualized Return 6,07%
    5-Year Annualized Return 7,05%
    10-Year Annualized Return 6,41%
    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 3,25%
    1-Year Total Return 11,76%
    3-Year Annualized Return 7,12%
    5-Year Annualized Return 7,92%
    10-Year Annualized Return 6,91%
    20-Year Annualized Return 6,86%
    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 4,12%
    1-Year Total Return 13,40%
    3-Year Annualized Return 9,48%
    5-Year Annualized Return 9,69%
    10-Year Annualized Return 8,18%
    20-Year Annualized Return 7,80%
    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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