Team Bender, Bender & Bortolotti – Model Portfolio – August 2023

This document provides the performance data for the Model ETF Portfolios as of August 2023, as compiled by the team.

For illustration purposes only. Actual client portfolios may be different.  

The PWL Model Portfolios have relatively short track records. However, they often track indexes with a longer history, so whenever fund returns were not available, we used the underlying index returns and subtracted the current management expense ratio of the fund. In a number of cases, we have had to approximate the returns of the asset classes using other indexes. All returns are in Canadian dollars and the portfolios are rebalanced annually.
Past performance does not guarantee future results. The historical performance of indexes is illustrative only and is not necessarily a reflection of the future performance of any fund tracking that benchmark.
Download Team Bender, Bender & Bortolotti – Model Portfolio – August 2023
    • Model ETF Portfolio Performance
      40% bonds - 60% stocks
      YTD Return 0.05%
      1-Year Total Return 0.06%
      3-Year Annualized Return 0.01%
      5-Year Annualized Return 0.03%
      10-Year Annualized Return 0.05%
      20-Year Annualized Return 0.05%
      Worst Stock Market Drawdown (06/01/2007-02/28/2009) -0.14%
      Drawdown - Time to Recovery (from the bottom) 7 months
      20-Year Annualized Standard Deviation 0.06%
    • Security Name
      40% bonds - 60% stocks
      iShares Core Canadian Universe Bond Index ETF 0.60%
      iShares Core S&P/TSX Capped Composite Index ETF 0.13%
      Vanguard U.S. Total Market Index ETF 0.17%
      iShares Core MSCI EAFE IMI Index ETF 0.07%
      iShares Core MSCI Emerging Markets IMI Index ETF 0.03%
      Management Expense Ratio (MER) 0.00%
    • Model ETF Portfolio Performance
      50% bonds - 50% stocks
      YTD Return 0.06%
      1-Year Total Return 0.08%
      3-Year Annualized Return 0.03%
      5-Year Annualized Return 0.04%
      10-Year Annualized Return 0.06%
      20-Year Annualized Return 0.06%
      Worst Stock Market Drawdown (06/01/2007-02/28/2009) -0.19%
      Drawdown - Time to Recovery (from the bottom) 18 months
      20-Year Annualized Standard Deviation 0.07%
    • Security Name
      50% bonds - 50% stocks
      iShares Core Canadian Universe Bond Index ETF 0.50%
      iShares Core S&P/TSX Capped Composite Index ETF 0.17%
      Vanguard U.S. Total Market Index ETF 0.21%
      iShares Core MSCI EAFE IMI Index ETF 0.09%
      iShares Core MSCI Emerging Markets IMI Index ETF 0.04%
      Management Expense Ratio (MER) 0.00%
    • Model ETF Portfolio Performance
      60% bonds - 40% stocks
      YTD Return 0.07%
      1-Year Total Return 0.09%
      3-Year Annualized Return 0.04%
      5-Year Annualized Return 0.05%
      10-Year Annualized Return 0.07%
      20-Year Annualized Return 0.06%
      Worst Stock Market Drawdown (06/01/2007-02/28/2009) -0.24%
      Drawdown - Time to Recovery (from the bottom) 20 months
      20-Year Annualized Standard Deviation 0.07%
    • Security Name
      60% bonds - 40% stocks
      iShares Core Canadian Universe Bond Index ETF 0.40%
      iShares Core S&P/TSX Capped Composite Index ETF 0.20%
      Vanguard U.S. Total Market Index ETF 0.25%
      iShares Core MSCI EAFE IMI Index ETF 0.10%
      iShares Core MSCI Emerging Markets IMI Index ETF 0.04%
      Management Expense Ratio (MER) 0.00%
    • Model ETF Portfolio Performance
      70% bonds - 30% stocks
      YTD Return 0.08%
      1-Year Total Return 0.10%
      3-Year Annualized Return 0.05%
      5-Year Annualized Return 0.06%
      10-Year Annualized Return 0.08%
      20-Year Annualized Return 0.07%
      Worst Stock Market Drawdown (06/01/2007-02/28/2009) -0.29%
      Drawdown - Time to Recovery (from the bottom) 22 months
      20-Year Annualized Standard Deviation 0.08%
    • Security Name
      70% bonds - 30% stocks
      iShares Core Canadian Universe Bond Index ETF 0.30%
      iShares Core S&P/TSX Capped Composite Index ETF 0.23%
      Vanguard U.S. Total Market Index ETF 0.30%
      iShares Core MSCI EAFE IMI Index ETF 0.12%
      iShares Core MSCI Emerging Markets IMI Index ETF 0.05%
      Management Expense Ratio (MER) 0.00%
    • Model ETF Portfolio Performance
      80% bonds - 20% stocks
      YTD Return 0.09%
      1-Year Total Return 0.12%
      3-Year Annualized Return 0.07%
      5-Year Annualized Return 0.06%
      10-Year Annualized Return 0.09%
      20-Year Annualized Return 0.07%
      Worst Stock Market Drawdown (06/01/2007-02/28/2009) -0.34%
      Drawdown - Time to Recovery (from the bottom) 26 months
      20-Year Annualized Standard Deviation 0.09%
    • Security Name
      80% bonds - 20% stocks
      iShares Core Canadian Universe Bond Index ETF 0.20%
      iShares Core S&P/TSX Capped Composite Index ETF 0.27%
      Vanguard U.S. Total Market Index ETF 0.34%
      iShares Core MSCI EAFE IMI Index ETF 0.14%
      iShares Core MSCI Emerging Markets IMI Index ETF 0.06%
      Management Expense Ratio (MER) 0.00%
    • Model ETF Portfolio Performance
      100% stocks
      YTD Return 0.12%
      1-Year Total Return 0.14%
      3-Year Annualized Return 0.09%
      5-Year Annualized Return 0.08%
      10-Year Annualized Return 0.10%
      20-Year Annualized Return 0.08%
      Worst Stock Market Drawdown (06/01/2007-02/28/2009) -0.42%
      Drawdown - Time to Recovery (from the bottom) 48 months
      20-Year Annualized Standard Deviation 0.11%
    • Security Name
      100% stocks
      iShares Core Canadian Universe Bond Index ETF 0.00%
      iShares Core S&P/TSX Capped Composite Index ETF 0.33%
      Vanguard U.S. Total Market Index ETF 0.42%
      iShares Core MSCI EAFE IMI Index ETF 0.17%
      iShares Core MSCI Emerging Markets IMI Index ETF 0.07%
      Management Expense Ratio (MER) 0.00%