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As of August 31, 2022. 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 -8.27% 1-Year Total Return -7.72% 3-Year Annualized Return 2.64% 5-Year Annualized Return 2.96% 10-Year Annualized Return 4.69% 20-Year Annualized Return 5.17% Worst Drawdown (05/2007-02/2009) -18.90% Drawdown - Time to Recovery (from the bottom) 11 months 20-Year Annualized Standard Deviation 5.62% Model Portfolio Performance 50% Stocks - 50% Bonds YTD Return -8.46% 1-Year Total Return -7.35% 3-Year Annualized Return 3.76% 5-Year Annualized Return 3.72% 10-Year Annualized Return 5.54% 20-Year Annualized Return 5.71% Worst Drawdown (05/2007-02/2009) -24.70% Drawdown - Time to Recovery (from the bottom) 14 months 20-Year Annualized Standard Deviation 6.84% Model Portfolio Performance 60% Stocks - 40% Bonds YTD Return -8.62% 1-Year Total Return -7.03% 3-Year Annualized Return 4.79% 5-Year Annualized Return 4.39% 10-Year Annualized Return 6.40% 20-Year Annualized Return 6.26% Worst Drawdown (05/2007-02/2009) -30.10% Drawdown - Time to Recovery (from the bottom) 20 months 20-Year Annualized Standard Deviation 8.06% Model Portfolio Performance 70% Stocks - 30% Bonds YTD Return -8.74% 1-Year Total Return -6.67% 3-Year Annualized Return 5.78% 5-Year Annualized Return 5.03% 10-Year Annualized Return 7.28% 20-Year Annualized Return 6.77% Worst Drawdown (05/2007-02/2009) -35.10% Drawdown - Time to Recovery (from the bottom) 23 months 20-Year Annualized Standard Deviation 9.31% Model Portfolio Performance 80% Stocks - 20% Bonds YTD Return -8.84% 1-Year Total Return -6.33% 3-Year Annualized Return 6.86% 5-Year Annualized Return 5.68% 10-Year Annualized Return 7.97% 20-Year Annualized Return 7.20% Worst Drawdown (05/2007-02/2009) -39.80% Drawdown - Time to Recovery (from the bottom) 24 months 20-Year Annualized Standard Deviation 10.56% Model Portfolio Performance 100% Stocks - 0% Bonds YTD Return -8.75% 1-Year Total Return -5.14% 3-Year Annualized Return 9.03% 5-Year Annualized Return 6.93% 10-Year Annualized Return 9.53% 20-Year Annualized Return 8.11% Worst Drawdown (05/2007-02/2009) -48.00% Drawdown - Time to Recovery (from the bottom) 48 months 20-Year Annualized Standard Deviation 13.07% Explore by Category Market Statistics White Papers Model Portfolios Important Documents Market Statistics – August 2022 Published: September 6, 2022 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 Capital Team Capital Team – Dimensional Global Portfolios – August 31, 2022 Learn More Financial Planning Assumptions – (Market Capitalization Weighted Portfolio) Contributors Learn More Financial Planning Assumptions – (Factor Tilt Portfolio) Contributors Learn More Finding and Funding a Good Life Learn More Compliance Your 2018 Tax Return – Tax Reporting Information Summary To help you complete your income tax return, the following document is an overview of the most common Canadian tax slips. 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 Introducing/carrying broker disclosure statement Summary National Bank Independent Network (NBIN) is a division of National Bank Financial Inc. (NBF Inc.), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF Inc. Learn More Opening Your Retail Account Summary This brochure sets out the basic information requirements for the initial application and ongoing maintenance of your account. Your firm may request additional information, depending on the type of account and the services you request. Learn More Research Department 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 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 The Passive vs. Active Fund Monitor (2017) Summary This report describes the competitive landscape for passively and actively managed funds over the last eleven years in Canada and the United States. Contributors Learn More Passive versus Active Report (2016) Summary This report describes the competitive landscape for passively and actively managed funds over the last ten years in Canada and the United States. Contributors Learn More
Market Statistics – August 2022 Published: September 6, 2022 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 […]
Capital Team Capital Team – Dimensional Global Portfolios – August 31, 2022 Learn More Financial Planning Assumptions – (Market Capitalization Weighted Portfolio) Contributors Learn More Financial Planning Assumptions – (Factor Tilt Portfolio) Contributors Learn More Finding and Funding a Good Life Learn More
Compliance Your 2018 Tax Return – Tax Reporting Information Summary To help you complete your income tax return, the following document is an overview of the most common Canadian tax slips. 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 Introducing/carrying broker disclosure statement Summary National Bank Independent Network (NBIN) is a division of National Bank Financial Inc. (NBF Inc.), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF Inc. Learn More Opening Your Retail Account Summary This brochure sets out the basic information requirements for the initial application and ongoing maintenance of your account. Your firm may request additional information, depending on the type of account and the services you request. Learn More
Research Department 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 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 The Passive vs. Active Fund Monitor (2017) Summary This report describes the competitive landscape for passively and actively managed funds over the last eleven years in Canada and the United States. Contributors Learn More Passive versus Active Report (2016) Summary This report describes the competitive landscape for passively and actively managed funds over the last ten years in Canada and the United States. Contributors Learn More