Model Portfolios - April 30, 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 | 3.02% |
| 1-Year Total Return | 13.30% |
| 3-Year Annualized Return | 9.69% |
| 5-Year Annualized Return | 5.76% |
| 10-Year Annualized Return | 6.16% |
| 20-Year Annualized Return | 5.72% |
| 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 | 3.70% |
| 1-Year Total Return | 16.42% |
| 3-Year Annualized Return | 11.38% |
| 5-Year Annualized Return | 7.05% |
| 10-Year Annualized Return | 7.28% |
| 20-Year Annualized Return | 6.27% |
| 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 | 6.85% |
| Model Portfolio Performance | 60/40 |
|---|---|
| Year-to-Date Return | 4.38% |
| 1-Year Total Return | 19.60% |
| 3-Year Annualized Return | 13.09% |
| 5-Year Annualized Return | 8.35% |
| 10-Year Annualized Return | 8.40% |
| 20-Year Annualized Return | 6.81% |
| 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 | 7.70% |
| Model Portfolio Performance | 70/30 |
|---|---|
| Year-to-Date Return | 5.05% |
| 1-Year Total Return | 22.87% |
| 3-Year Annualized Return | 14.82% |
| 5-Year Annualized Return | 9.66% |
| 10-Year Annualized Return | 9.52% |
| 20-Year Annualized Return | 7.34% |
| 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 | 8.61% |
| Model Portfolio Performance | 80/20 |
|---|---|
| Year-to-Date Return | 5.73% |
| 1-Year Total Return | 26.20% |
| 3-Year Annualized Return | 16.56% |
| 5-Year Annualized Return | 10.97% |
| 10-Year Annualized Return | 10.65% |
| 20-Year Annualized Return | 7.86% |
| 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 | 9.55% |
| Model Portfolio Performance | 100/0 |
|---|---|
| Year-to-Date Return | 7.09% |
| 1-Year Total Return | 33.11% |
| 3-Year Annualized Return | 20.10% |
| 5-Year Annualized Return | 13.62% |
| 10-Year Annualized Return | 12.89% |
| 20-Year Annualized Return | 8.87% |
| 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 | 11.52% |