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As of October 31, 2023. 40% Stocks - 60% Bonds 50% Stocks - 50% Bonds 60% Stocks - 40% Bonds 70% Stocks - 30% Bonds 80% Stocks - 20% Bonds 100% Stocks - 0% Bonds Model Portfolio Performance 40% Stocks - 60% Bonds YTD Return 3.00% 1-Year Total Return 5.00% 3-Year Annualized Return 3.15% 5-Year Annualized Return 3.46% 10-Year Annualized Return 3.92% 20-Year Annualized Return 4.84% Worst Drawdown (05/2007-02/2009) -18.90% Drawdown - Time to Recovery (from the bottom) 11 months 20-Year Annualized Standard Deviation 5.78% Model Portfolio Performance 50% Stocks - 50% Bonds YTD Return 3.01% 1-Year Total Return 5.16% 3-Year Annualized Return 4.41% 5-Year Annualized Return 4.19% 10-Year Annualized Return 4.56% 20-Year Annualized Return 5.35% Worst Drawdown (05/2007-02/2009) -24.70% Drawdown - Time to Recovery (from the bottom) 14 months 20-Year Annualized Standard Deviation 7.00% Model Portfolio Performance 60% Stocks - 40% Bonds YTD Return 3.05% 1-Year Total Return 5.30% 3-Year Annualized Return 5.72% 5-Year Annualized Return 4.86% 10-Year Annualized Return 5.17% 20-Year Annualized Return 5.87% Worst Drawdown (05/2007-02/2009) -30.10% Drawdown - Time to Recovery (from the bottom) 20 months 20-Year Annualized Standard Deviation 8.22% Model Portfolio Performance 70% Stocks - 30% Bonds YTD Return 3.09% 1-Year Total Return 5.40% 3-Year Annualized Return 7.03% 5-Year Annualized Return 5.49% 10-Year Annualized Return 5.85% 20-Year Annualized Return 6.37% Worst Drawdown (05/2007-02/2009) -35.10% Drawdown - Time to Recovery (from the bottom) 23 months 20-Year Annualized Standard Deviation 9.46% Model Portfolio Performance 80% Stocks - 20% Bonds YTD Return 3.17% 1-Year Total Return 5.56% 3-Year Annualized Return 8.42% 5-Year Annualized Return 6.17% 10-Year Annualized Return 6.32% 20-Year Annualized Return 6.77% Worst Drawdown (05/2007-02/2009) -39.80% Drawdown - Time to Recovery (from the bottom) 24 months 20-Year Annualized Standard Deviation 10.70% Model Portfolio Performance 100% Stocks - 0% Bonds YTD Return 3.50% 1-Year Total Return 5.95% 3-Year Annualized Return 11.57% 5-Year Annualized Return 7.53% 10-Year Annualized Return 7.48% 20-Year Annualized Return 7.69% Worst Drawdown (05/2007-02/2009) -48.00% Drawdown - Time to Recovery (from the bottom) 48 months 20-Year Annualized Standard Deviation 13.17% Explore by Category Market Statistics White Papers Model Portfolios Important Documents Market Statistics – October 2023 Published: November 2, 2023 All figures in CAD unless mentioned otherwise Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics […] Team Resources Compliance Transaction and Adminstration Fees Learn More Strip Bond Information Statement Brochures Learn More HISA INFORMATION Learn More NBIN Best Execution Public Disclosure Statement Summary The following are recent changes to the NBF Best Execution public disclosure statement, which will be noted in this section for your reference, and will be maintained for at least the next 6 months Learn More PWL Capital Team Capital Team – Dimensional Global Portfolios – October, 2023 Contributors Learn More Transaction and Adminstration Fees Learn More Strip Bond Information Statement Brochures Learn More Financial Planning Assumptions (Market Capitalization Weighted Portfolio) Summary In this paper we devise an evidence-based approach for setting expectations for stocks, bonds, bills, inflation, and housing for use in asset allocation and financial planning decisions. This paper marks an evolution in PWL Capital’s methodology which has been in use for more than half a decade. Contributors Learn More Research Department Financial Planning Assumptions (Market Capitalization Weighted Portfolio) Summary In this paper we devise an evidence-based approach for setting expectations for stocks, bonds, bills, inflation, and housing for use in asset allocation and financial planning decisions. This paper marks an evolution in PWL Capital’s methodology which has been in use for more than half a decade. Contributors Learn More Financial Planning Assumptions (Factor Tilted Portfolio) Summary In this paper we devise an evidence-based approach for setting expectations for stocks, bonds, bills, inflation, and housing for use in asset allocation and financial planning decisions. This paper marks an evolution in PWL Capital’s methodology which has been in use for more than half a decade. Contributors Learn More Goals Survey Summary Contributors Learn More Financial Planning Assumptions Summary In this paper we devise an evidence-based approach for setting expectations for stocks, bonds, bills, inflation, and housing for use in asset allocation and financial planning decisions. This paper marks an evolution in PWL Capital’s methodology which has been in use for more than half a decade. Contributors Learn More
Market Statistics – October 2023 Published: November 2, 2023 All figures in CAD unless mentioned otherwise Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics […]
Compliance Transaction and Adminstration Fees Learn More Strip Bond Information Statement Brochures Learn More HISA INFORMATION Learn More NBIN Best Execution Public Disclosure Statement Summary The following are recent changes to the NBF Best Execution public disclosure statement, which will be noted in this section for your reference, and will be maintained for at least the next 6 months Learn More
PWL Capital Team Capital Team – Dimensional Global Portfolios – October, 2023 Contributors Learn More Transaction and Adminstration Fees Learn More Strip Bond Information Statement Brochures Learn More Financial Planning Assumptions (Market Capitalization Weighted Portfolio) Summary In this paper we devise an evidence-based approach for setting expectations for stocks, bonds, bills, inflation, and housing for use in asset allocation and financial planning decisions. This paper marks an evolution in PWL Capital’s methodology which has been in use for more than half a decade. Contributors Learn More
Research Department Financial Planning Assumptions (Market Capitalization Weighted Portfolio) Summary In this paper we devise an evidence-based approach for setting expectations for stocks, bonds, bills, inflation, and housing for use in asset allocation and financial planning decisions. This paper marks an evolution in PWL Capital’s methodology which has been in use for more than half a decade. Contributors Learn More Financial Planning Assumptions (Factor Tilted Portfolio) Summary In this paper we devise an evidence-based approach for setting expectations for stocks, bonds, bills, inflation, and housing for use in asset allocation and financial planning decisions. This paper marks an evolution in PWL Capital’s methodology which has been in use for more than half a decade. Contributors Learn More Goals Survey Summary Contributors Learn More Financial Planning Assumptions Summary In this paper we devise an evidence-based approach for setting expectations for stocks, bonds, bills, inflation, and housing for use in asset allocation and financial planning decisions. This paper marks an evolution in PWL Capital’s methodology which has been in use for more than half a decade. Contributors Learn More