High School Financial Education in Canada: a teacher’s thoughts
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Model Portfolios - June 30, 2024
For illustration purposes only. Actual client portfolios may be different.
| Performance | Aggressive |
|---|---|
| Year-to-Date Return | 10.31% |
| 1-Year Total Return | 18.00% |
| 3-Year Annualized Return | 7.17% |
| 5-Year Annualized Return | 9.84% |
| 10-Year Annualized Return | 9.08% |
| 20-Year Annualized Return | 7.71% |
| Lowest 1-Year Return (03/2008-02/2009) | -37.35% |
| 20-Year Annualized Standard Deviation | 12.25% |
| Performance | Assertive |
|---|---|
| Year-to-Date Return | 8.38% |
| 1-Year Total Return | 15.53% |
| 3-Year Annualized Return | 5.73% |
| 5-Year Annualized Return | 8.12% |
| 10-Year Annualized Return | 7.86% |
| 20-Year Annualized Return | 7.09% |
| Lowest 1-Year Return (03/2008-02/2009) | -32.49% |
| 20-Year Annualized Standard Deviation | 10.42% |
| Performance | Balanced |
|---|---|
| Year-to-Date Return | 6.49% |
| 1-Year Total Return | 12.90% |
| 3-Year Annualized Return | 4.30% |
| 5-Year Annualized Return | 6.35% |
| 10-Year Annualized Return | 6.40% |
| 20-Year Annualized Return | 6.25% |
| Lowest 1-Year Return (03/2008-02/2009) | -24.84% |
| 20-Year Annualized Standard Deviation | 8.08% |
| Performance | Cautious |
|---|---|
| Year-to-Date Return | 4.61% |
| 1-Year Total Return | 10.28% |
| 3-Year Annualized Return | 2.84% |
| 5-Year Annualized Return | 4.57% |
| 10-Year Annualized Return | 4.91% |
| 20-Year Annualized Return | 5.32% |
| Lowest 1-Year Return (03/2008-02/2009) | -16.54% |
| 20-Year Annualized Standard Deviation | 5.88% |
| Performance | Conservative |
|---|---|
| Year-to-Date Return | 2.72% |
| 1-Year Total Return | 7.67% |
| 3-Year Annualized Return | 1.36% |
| 5-Year Annualized Return | 2.75% |
| 10-Year Annualized Return | 3.40% |
| 20-Year Annualized Return | 4.31% |
| Lowest 1-Year Return (03/2008-02/2009) | -8.16% |
| 20-Year Annualized Standard Deviation | 3.97% |
