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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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