Financial Insights & Perspectives

Looking to make more informed decisions? Our team regularly publishes content on a range of financial topics, sharing their analyses and evidence-based investing strategies for building and preserving wealth.

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Market Statistics - July 2025

Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the various Canadian, U.S. and international markets that we follow.

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statistics

Model Portfolios - June 30, 2025

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

Performance Conservative
Year-to-Date Return 2.96%
1-Year Total Return 8.87%
3-Year Annualized Return 7.79%
5-Year Annualized Return 5.01%
10-Year Annualized Return 4.27%
20-Year Annualized Return 4.72%
Lowest 1-Year Return (03/2008-02/2009) -9.08%
20-Year Annualized Standard Deviation 4.11%
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Conservative
Performance Cautious
Year-to-Date Return 3.34%
1-Year Total Return 10.02%
3-Year Annualized Return 9.16%
5-Year Annualized Return 6.28%
10-Year Annualized Return 5.16%
20-Year Annualized Return 5.35%
Lowest 1-Year Return (03/2008-02/2009) -12.92%
20-Year Annualized Standard Deviation 5.13%
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Cautious
Performance Balanced
Year-to-Date Return 4.08%
1-Year Total Return 12.32%
3-Year Annualized Return 11.93%
5-Year Annualized Return 8.82%
10-Year Annualized Return 6.91%
20-Year Annualized Return 6.54%
Lowest 1-Year Return (03/2008-02/2009) -20.23%
20-Year Annualized Standard Deviation 7.27%
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Balanced
Performance Assertive
Year-to-Date Return 4.44%
1-Year Total Return 13.48%
3-Year Annualized Return 13.32%
5-Year Annualized Return 10.10%
10-Year Annualized Return 7.78%
20-Year Annualized Return 7.13%
Lowest 1-Year Return (03/2008-02/2009) -23.70%
20-Year Annualized Standard Deviation 8.36%
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Assertive
Performance Aggressive
Year-to-Date Return 4.79%
1-Year Total Return 14.63%
3-Year Annualized Return 14.72%
5-Year Annualized Return 11.37%
10-Year Annualized Return 8.64%
20-Year Annualized Return 7.70%
Lowest 1-Year Return (03/2008-02/2009) -27.07%
20-Year Annualized Standard Deviation 9.47%
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Aggressive

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