Resources & Documents

Model Portfolio

For illustration purposes only. Actual client portfolios may differ. As of February 28, 2023.

  • Model Portfolio Performance 40% Stocks - 60% Bonds
    YTD Return
    1-Year Total Return -3.39%
    3-Year Annualized Return 3.48%
    5-Year Annualized Return 3.07%
    10-Year Annualized Return 4.34%
    20-Year Annualized Return 5.34%
    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
    1-Year Total Return -2.88%
    3-Year Annualized Return 4.88%
    5-Year Annualized Return 3.80%
    10-Year Annualized Return 5.14%
    20-Year Annualized Return 5.98%
    Worst Drawdown (05/2007-02/2009) -24.70%
    Drawdown - Time to Recovery (from the bottom) 14 months
    20-Year Annualized Standard Deviation 7.02%
  • Model Portfolio Performance 60% Stocks - 40% Bonds
    YTD Return
    1-Year Total Return -2.36%
    3-Year Annualized Return 6.27%
    5-Year Annualized Return 4.44%
    10-Year Annualized Return 5.93%
    20-Year Annualized Return 6.64%
    Worst Drawdown (05/2007-02/2009) -30.10%
    Drawdown - Time to Recovery (from the bottom) 20 months
    20-Year Annualized Standard Deviation 8.24%
  • Model Portfolio Performance 70% Stocks - 30% Bonds
    YTD Return
    1-Year Total Return -1.85%
    3-Year Annualized Return 7.59%
    5-Year Annualized Return 5.04%
    10-Year Annualized Return 6.76%
    20-Year Annualized Return 7.26%
    Worst Drawdown (05/2007-02/2009) -35.10%
    Drawdown - Time to Recovery (from the bottom) 23 months
    20-Year Annualized Standard Deviation 9.48%
  • Model Portfolio Performance 80% Stocks - 20% Bonds
    YTD Return
    1-Year Total Return -1.29%
    3-Year Annualized Return 8.97%
    5-Year Annualized Return 5.68%
    10-Year Annualized Return 7.40%
    20-Year Annualized Return 7.80%
    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
    1-Year Total Return 0.10%
    3-Year Annualized Return 11.92%
    5-Year Annualized Return 6.89%
    10-Year Annualized Return 8.83%
    20-Year Annualized Return 8.95%
    Worst Drawdown (05/2007-02/2009) -48.00%
    Drawdown - Time to Recovery (from the bottom) 48 months
    20-Year Annualized Standard Deviation 13.22%

Explore by Category

Team Resources

Compliance

PWL Capital Team

Two Analyst Working Looking Graphs Spread On Table

Research Department