Model Portfolios - May 31, 2026
These models give you a sense of how we build ETF portfolios for our clients.
All returns are in Canadian dollars and the portfolios are rebalanced annually.
| Model Portfolio Performance | 40/60 |
|---|---|
| Year-to-Date Return | 5.87% |
| 1-Year Total Return | 13.99% |
| 3-Year Annualized Return | 11.43% |
| 5-Year Annualized Return | 6.17% |
| 10-Year Annualized Return | 6.23% |
| 20-Year Annualized Return | 5.96% |
| Worst Stock Market Drawdown (06/01/2007-02/28/2009) | -14.00% |
| Drawdown - Time to Recovery (from the bottom) | 7 months |
| 20-Year Annualized Standard Deviation | 6.07% |
| Model Portfolio Performance | 50/50 |
|---|---|
| Year-to-Date Return | 6.93% |
| 1-Year Total Return | 16.92% |
| 3-Year Annualized Return | 13.30% |
| 5-Year Annualized Return | 7.53% |
| 10-Year Annualized Return | 7.36% |
| 20-Year Annualized Return | 6.56% |
| Worst Stock Market Drawdown (06/01/2007-02/28/2009) | -19.31% |
| Drawdown - Time to Recovery (from the bottom) | 18 months |
| 20-Year Annualized Standard Deviation | 6.84% |
| Model Portfolio Performance | 60/40 |
|---|---|
| Year-to-Date Return | 7.99% |
| 1-Year Total Return | 19.91% |
| 3-Year Annualized Return | 15.19% |
| 5-Year Annualized Return | 8.90% |
| 10-Year Annualized Return | 8.49% |
| 20-Year Annualized Return | 7.15% |
| Worst Stock Market Drawdown (06/01/2007-02/28/2009) | -24.34% |
| Drawdown - Time to Recovery (from the bottom) | 20 months |
| 20-Year Annualized Standard Deviation | 7.69% |
| Model Portfolio Performance | 70/30 |
|---|---|
| Year-to-Date Return | 9.05% |
| 1-Year Total Return | 22.96% |
| 3-Year Annualized Return | 17.10% |
| 5-Year Annualized Return | 10.28% |
| 10-Year Annualized Return | 9.62% |
| 20-Year Annualized Return | 7.73% |
| Worst Stock Market Drawdown (06/01/2007-02/28/2009) | -29.09% |
| Drawdown - Time to Recovery (from the bottom) | 22 months |
| 20-Year Annualized Standard Deviation | 8.59% |
| Model Portfolio Performance | 80/20 |
|---|---|
| Year-to-Date Return | 10.12% |
| 1-Year Total Return | 26.08% |
| 3-Year Annualized Return | 19.03% |
| 5-Year Annualized Return | 11.67% |
| 10-Year Annualized Return | 10.75% |
| 20-Year Annualized Return | 8.30% |
| Worst Stock Market Drawdown (06/01/2007-02/28/2009) | -33.58% |
| Drawdown - Time to Recovery (from the bottom) | 26 months |
| 20-Year Annualized Standard Deviation | 9.53% |
| Model Portfolio Performance | 100/0 |
|---|---|
| Year-to-Date Return | 12.27% |
| 1-Year Total Return | 32.52% |
| 3-Year Annualized Return | 22.97% |
| 5-Year Annualized Return | 14.46% |
| 10-Year Annualized Return | 13.01% |
| 20-Year Annualized Return | 9.41% |
| Worst Stock Market Drawdown (06/01/2007-02/28/2009) | -41.83% |
| Drawdown - Time to Recovery (from the bottom) | 48 months |
| 20-Year Annualized Standard Deviation | 11.48% |