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Jul 22, 2026

Model Portfolios – June 30, 2026

This document provides the performance data for Model Portfolios for June 30, 2026 as compiled by the Parkyn-Doyon La Rochelle team.

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Source : Dimensional Returns Web

This table is published by PWL Capital Inc. for your information only. Information on which this table is based is available on request. Particular investments or trading strategies should be evaluated relative to each individual’s objectives in consultation with the Investment Advisor. Opinions of PWL Capital constitute its judgment as of the date on this document, and are subject to change without notice. They are provided in good faith but without responsibility for any errors or omissions contained herein. This table is furnished on the basis and understanding that neither PWL Capital Inc. nor its employees, agents or information suppliers is to be under any responsibility of liability whatsoever in respect thereof.

Model Portfolios – June 30, 2026

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Model Portfolios – Interactive View

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

Conservative
Cautious
Balanced
Assertive
Aggressive
Performance Conservative
Year-to-Date Return 4.94%
1-Year Total Return 9.62%
3-Year Annualized Return 9.17%
5-Year Annualized Return 4.97%
10-Year Annualized Return 4.95%
20-Year Annualized Return 5.05%
Lowest 1-Year Return (03/2008-02/2009) -9.08%
20-Year Annualized Standard Deviation 4.15%
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Conservative
30/70

Funds Holdings

DFA 5 Year Global Fixed Income
 21.00%
DFA Global Targeted Credit Fixed Income
7.00%
Vanguard Canadian Short Term Bond
 24.50%
Vanguard Canadian Short Term Corp Bond
 17.50%
Vanguard FTSE Canadian Capped REIT
 5.00%
DFA Canadian Core Equity
 2.00%
iShares Core S&P/TSX Capped Composite
 3.00%
DFA US Core Equity
 5.00%
Vanguard U.S. Total Market Index ETF
 7.50%
DFA International Core Equity
 3.00%
Vanguard FTSE DV All Cap ex N. America Index ETF
 3.38%
Vanguard FTSE Emerging Mkts All Cap Index ETF
 1.13%
Performance Cautious
Year-to-Date Return 6.33%
1-Year Total Return 12.31%
3-Year Annualized Return 10.91%
5-Year Annualized Return 6.19%
10-Year Annualized Return 6.12%
20-Year Annualized Return 5.75%
Lowest 1-Year Return (03/2008-02/2009) -12.92%
20-Year Annualized Standard Deviation 5.17%
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Cautious
40/60

Funds Holdings

DFA 5 Year Global Fixed Income
 18.00%
DFA Global Targeted Credit Fixed Income
6.00%
Vanguard Canadian Short Term Bond
 21.00%
Vanguard Canadian Short Term Corp Bond
 15.00%
Vanguard FTSE Canadian Capped REIT
 5.00%
DFA Canadian Core Equity
 2.80%
iShares Core S&P/TSX Capped Composite
 4.20%
DFA US Core Equity
 7.00%
Vanguard U.S. Total Market Index ETF
 10.50%
DFA International Core Equity
 4.20%
Vanguard FTSE DV All Cap ex N. America Index ETF
 4.73%
Vanguard FTSE Emerging Mkts All Cap Index ETF
 1.58%
Performance Balanced
Year-to-Date Return 9.13%
1-Year Total Return 17.84%
3-Year Annualized Return 14.44%
5-Year Annualized Return 8.65%
10-Year Annualized Return 8.45%
20-Year Annualized Return 7.12%
Lowest 1-Year Return (03/2008-02/2009) -20.23%
20-Year Annualized Standard Deviation 7.31%
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Balanced
60/40

Funds Holdings

DFA 5 Year Global Fixed Income
 12.00%
DFA Global Targeted Credit Fixed Income
4.00%
Vanguard Canadian Short Term Bond
 14.00%
Vanguard Canadian Short Term Corp Bond
 10.00%
Vanguard FTSE Canadian Capped REIT
 5.00%
DFA Canadian Core Equity
 4.40%
iShares Core S&P/TSX Capped Composite
 6.60%
DFA US Core Equity
 11.00%
Vanguard U.S. Total Market Index ETF
 16.50%
DFA International Core Equity
 6.60%
Vanguard FTSE DV All Cap ex N. America Index ETF
 7.43%
Vanguard FTSE Emerging Mkts All Cap Index ETF
 2.48%
Performance Assertive
Year-to-Date Return 10.54%
1-Year Total Return 20.69%
3-Year Annualized Return 16.22%
5-Year Annualized Return 9.88%
10-Year Annualized Return 9.62%
20-Year Annualized Return 7.79%
Lowest 1-Year Return (03/2008-02/2009) -23.70%
20-Year Annualized Standard Deviation 8.40%
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Assertive
70/30

Funds Holdings

DFA 5 Year Global Fixed Income
 9.00%
DFA Global Targeted Credit Fixed Income
3.00%
Vanguard Canadian Short Term Bond
 10.50%
Vanguard Canadian Short Term Corp Bond
 7.50%
Vanguard FTSE Canadian Capped REIT
 5.00%
DFA Canadian Core Equity
 5.20%
iShares Core S&P/TSX Capped Composite
 7.80%
DFA US Core Equity
 13.00%
Vanguard U.S. Total Market Index ETF
 19.50%
DFA International Core Equity
 7.80%
Vanguard FTSE DV All Cap ex N. America Index ETF
 8.78%
Vanguard FTSE Emerging Mkts All Cap Index ETF
 2.93%
Performance Aggressive
Year-to-Date Return 11.96%
1-Year Total Return 23.59%
3-Year Annualized Return 18.03%
5-Year Annualized Return 11.11%
10-Year Annualized Return 10.78%
20-Year Annualized Return 8.46%
Lowest 1-Year Return (03/2008-02/2009) -27.07%
20-Year Annualized Standard Deviation 9.51%
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Aggressive
80/20

Funds Holdings

DFA 5 Year Global Fixed Income
 6.00%
DFA Global Targeted Credit Fixed Income
2.00%
Vanguard Canadian Short Term Bond
 7.00%
Vanguard Canadian Short Term Corp Bond
 5.00%
Vanguard FTSE Canadian Capped REIT
 5.00%
DFA Canadian Core Equity
 6.00%
iShares Core S&P/TSX Capped Composite
 9.00%
DFA US Core Equity
 15.00%
Vanguard U.S. Total Market Index ETF
 22.50%
DFA International Core Equity
 9.00%
Vanguard FTSE DV All Cap ex N. America Index ETF
 10.13%
Vanguard FTSE Emerging Mkts All Cap Index ETF
 3.38%

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