Backtest Portfolio Asset Allocation

This portfolio backtesting tool allows you to construct one or more portfolios based on the selected mutual funds, ETFs, and stocks. You can analyze and backtest portfolio returns, risk characteristics, style exposures, and drawdowns. The results cover both returns and fund fundamentals based portfolio style analysis along with risk and return decomposition by each portfolio asset. You can compare up to three different portfolios against the selected benchmark, and you can also specify any periodic contribution or withdrawal cashflows and the preferred portfolio rebalancing strategy.

The related asset class level portfolio modeling tool allows you to analyze and compare asset class level portfolios with a longer time horizon starting from 1972.

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Portfolio Analysis Results (Jan 2018 - Dec 2020)

Portfolio Allocations

Portfolio 1
Ticker Name Allocation
ZAG.TO BMO Aggregate Bond Index ETF 40.00%
XAW.TO iShares Core MSCI All Country World ex Canada Index ETF 37.00%
VCN.TO Vanguard FTSE Canada All Cap Index ETF 20.00%
HUV.TO BetaPro S&P 500 VIX Short-Term Futures ETF 3.00%
Save portfolio »
Portfolio 2
Ticker Name Allocation
VCN.TO Vanguard FTSE Canada All Cap Index ETF 18.00%
VCB.TO Vanguard Canadian Corporate Bond Index ETF 25.00%
CPD.TO iShares S&P/TSX Canadian Preferred Share Index ETF 15.00%
ZRE.TO BMO Equal Weight REITs Index ETF 2.00%
VXC.TO Vanguard FTSE Global All Cap ex Canada Index ETF 40.00%
Save portfolio »
Portfolio 3
Ticker Name Allocation
ZAG.TO BMO Aggregate Bond Index ETF 40.00%
ZRE.TO BMO Equal Weight REITs Index ETF 5.00%
XPF.TO iShares S&P/TSX North American Preferred Stock Index ETF (CAD-Hedged) 10.00%
XIC.TO iShares Core S&P/TSX Capped Composite Index ETF 10.00%
VUN.TO Vanguard U.S. Total Market Index ETF 20.00%
XEF.TO iShares Core MSCI EAFE IMI Index ETF 10.00%
XEC.TO iShares Core MSCI Emerging Markets IMI Index ETF 5.00%
Save portfolio »

Portfolio Returns

Portfolio performance statistics
PortfolioInitial BalanceFinal BalanceCAGRStdevBest YearWorst YearMax. DrawdownSharpe RatioSortino RatioUS Mkt Correlation
Portfolio 1$10,000$12,436 7.54% 6.47%11.83%-0.39%-5.49% 0.921.650.87
Portfolio 2$10,000$12,026 6.34% 12.17%14.66%-4.18%-16.37% 0.440.620.93
Portfolio 3$10,000$12,274 7.07% 9.31%14.05%-1.57%-12.09% 0.620.900.91
   

Trailing Returns

Trailing Returns
NameAnnualized ReturnAnnualized Volatility
3 Month1 year3 yearFull3 year
Portfolio 15.16%11.83%7.54%7.54%6.47%
Portfolio 27.56%9.46%6.34%6.34%12.17%
Portfolio 36.27%9.34%7.07%7.07%9.31%
Trailing annualized return and volatility are for full months ending in December 2020 excluding portfolio cashflows.
Notes on results:
  • Past performance is no guarantee of future results, which may vary. All use is subject to terms of service.
  • Investing involves risk, including possible loss of principal. The value of the investments and the income derived from them may fluctuate over time.
  • All portfolio returns presented are hypothetical and backtested. Hypothetical returns do not reflect trading costs, transaction fees, or taxes.
  • The results are based on information from a variety of sources we consider reliable, but we do not represent that the information is accurate or complete.
  • The results do not constitute investment advice or recommendation, are provided solely for informational purposes, and are not an offer to buy or sell any securities.
  • The results are based on the total return of assets and assume that all received dividends and distributions are reinvested.
  • CAGR = Compound Annual Growth Rate
  • Stdev = Annualized standard deviation of monthly returns
  • Sharpe and Sortino ratios are calculated and annualized from monthly excess returns over risk free rate (3-month treasury bill)
  • Stock market correlation is based on the correlation of monthly returns
  • Drawdown analysis is calculated based on monthly returns excluding cashflows
  • The results assume semi-annual rebalancing of portfolio assets to match the specified allocation
Annual returns for the configured portfolios
YearInflationReturnBalanceBMO Aggregate Bond Index ETF (ZAG.TO)iShares Core MSCI All Country World ex Canada Index ETF (XAW.TO)Vanguard FTSE Canada All Cap Index ETF (VCN.TO)BetaPro S&P 500 VIX Short-Term Futures ETF (HUV.TO)Vanguard Canadian Corporate Bond Index ETF (VCB.TO)iShares S&P/TSX Canadian Preferred Share Index ETF (CPD.TO)BMO Equal Weight REITs Index ETF (ZRE.TO)Vanguard FTSE Global All Cap ex Canada Index ETF (VXC.TO)iShares S&P/TSX North American Preferred Stock Index ETF (CAD-Hedged) (XPF.TO)iShares Core S&P/TSX Capped Composite Index ETF (XIC.TO)Vanguard U.S. Total Market Index ETF (VUN.TO)iShares Core MSCI EAFE IMI Index ETF (XEF.TO)iShares Core MSCI Emerging Markets IMI Index ETF (XEC.TO)
Portfolio 1Portfolio 2Portfolio 3Portfolio 1Portfolio 2Portfolio 3
20181.91%-0.39%-4.18%-1.57%$9,961$9,582$9,8431.11%-2.28%-9.12%68.78%0.31%-9.06%3.35%-3.35%-7.33%-8.71%2.36%-6.64%-8.30%
20192.29%11.63%14.66%14.05%$11,120$10,987$11,2266.84%19.83%22.09%-67.84%6.24%3.35%25.86%20.47%8.87%22.77%23.99%15.87%11.56%
20201.36%11.83%9.46%9.34%$12,436$12,026$12,2748.06%12.39%4.81%14.02%8.12%5.31%-8.18%14.11%5.36%5.58%18.19%6.16%15.07%
Monthly returns for the configured portfolios
YearMonthReturnBalanceBMO Aggregate Bond Index ETF (ZAG.TO)iShares Core MSCI All Country World ex Canada Index ETF (XAW.TO)Vanguard FTSE Canada All Cap Index ETF (VCN.TO)BetaPro S&P 500 VIX Short-Term Futures ETF (HUV.TO)Vanguard Canadian Corporate Bond Index ETF (VCB.TO)iShares S&P/TSX Canadian Preferred Share Index ETF (CPD.TO)BMO Equal Weight REITs Index ETF (ZRE.TO)Vanguard FTSE Global All Cap ex Canada Index ETF (VXC.TO)iShares S&P/TSX North American Preferred Stock Index ETF (CAD-Hedged) (XPF.TO)iShares Core S&P/TSX Capped Composite Index ETF (XIC.TO)Vanguard U.S. Total Market Index ETF (VUN.TO)iShares Core MSCI EAFE IMI Index ETF (XEF.TO)iShares Core MSCI Emerging Markets IMI Index ETF (XEC.TO)
Portfolio 1Portfolio 2Portfolio 3Portfolio 1Portfolio 2Portfolio 3
201810.72%1.27%0.60%$10,072$10,127$10,060-1.17%3.31%-1.25%7.14%-0.44%1.54%0.74%3.40%0.11%-1.28%2.96%2.67%5.76%
201820.92%-0.86%-0.41%$10,165$10,040$10,0180.12%-0.23%-2.98%48.57%-0.01%-1.16%-1.26%-0.33%-0.49%-2.88%0.60%-1.01%-1.60%
201830.39%-0.40%0.20%$10,204$10,001$10,0381.09%-0.78%-0.33%6.79%0.44%-0.76%2.21%-0.92%-0.22%-0.30%-1.75%0.13%1.07%
20184-0.71%0.11%-0.35%$10,132$10,012$10,003-1.05%0.00%1.96%-13.21%-0.51%-0.64%-0.16%0.00%-0.63%1.80%0.08%1.09%-2.98%
201850.92%1.47%1.33%$10,226$10,159$10,1370.63%1.34%3.12%-9.82%0.53%1.06%3.09%1.41%0.86%3.06%3.68%-1.30%-1.41%
201860.94%0.81%0.91%$10,322$10,241$10,2290.89%0.74%1.75%-0.61%0.71%0.21%1.10%0.65%0.75%1.63%2.13%-0.05%-3.43%
201870.09%0.78%0.47%$10,331$10,320$10,277-1.06%1.95%1.09%-14.35%-1.08%1.13%0.77%1.66%0.64%1.08%2.17%1.43%2.01%
201880.41%0.72%1.00%$10,373$10,395$10,3800.97%1.11%-0.93%-8.11%1.04%0.91%2.24%1.12%1.03%-0.65%3.76%-1.41%-3.03%
20189-1.14%-0.86%-1.00%$10,255$10,306$10,275-1.06%-0.83%-1.05%-8.04%-0.96%-0.50%-0.48%-0.86%-1.12%-0.97%-0.93%-0.52%-2.18%
201810-2.98%-3.95%-3.42%$9,950$9,899$9,924-0.81%-6.03%-6.20%40.30%0.16%-2.62%-1.66%-6.06%-2.46%-6.28%-5.67%-6.35%-6.85%
2018111.41%0.30%1.17%$10,091$9,929$10,0400.98%2.76%1.28%-7.90%-0.42%-6.33%1.29%2.86%-4.18%1.38%3.05%1.19%5.53%
201812-1.28%-3.49%-1.97%$9,961$9,582$9,8431.64%-5.17%-5.51%36.47%0.87%-2.03%-4.32%-5.84%-1.74%-5.21%-7.03%-2.41%-0.79%
201912.91%3.92%3.42%$10,251$9,958$10,1791.05%4.01%8.68%-24.30%1.52%-0.06%8.28%4.54%2.38%8.64%4.76%2.43%5.80%
201921.57%2.18%1.72%$10,412$10,174$10,3550.39%2.80%2.92%-11.34%0.72%1.87%3.99%2.74%1.08%3.15%3.57%2.58%-1.07%
201931.92%1.71%2.19%$10,612$10,349$10,5812.27%2.68%0.74%-6.85%1.73%-0.38%3.67%2.79%0.59%0.99%2.82%2.38%2.73%
201941.90%2.18%1.54%$10,813$10,574$10,744-0.06%3.73%3.42%-12.38%0.42%0.24%-2.96%3.59%0.28%3.16%4.38%3.39%2.40%
20195-1.89%-2.97%-1.72%$10,609$10,260$10,5601.59%-5.34%-3.34%18.98%0.78%-3.04%1.98%-5.18%-1.45%-2.95%-5.65%-4.50%-6.11%
201961.79%1.99%1.90%$10,799$10,464$10,7611.07%2.99%2.53%-15.58%1.16%0.42%0.45%2.86%1.08%2.40%3.60%2.57%2.28%
201970.12%0.75%0.52%$10,812$10,543$10,8170.00%0.84%0.36%-8.79%0.07%1.68%2.16%0.93%1.34%0.38%2.30%-1.27%-1.84%
201980.80%-0.86%0.36%$10,898$10,453$10,8562.06%-1.33%0.36%14.46%1.02%-4.46%3.55%-1.43%-1.96%0.46%-1.26%-0.88%-2.93%
201990.22%1.36%0.66%$10,923$10,595$10,928-0.92%1.74%1.68%-12.00%-0.31%3.29%2.75%1.50%1.98%1.70%1.15%2.49%1.17%
2019100.04%0.55%0.59%$10,927$10,654$10,993-0.31%2.16%-0.95%-16.27%-0.75%0.34%-0.69%2.20%0.90%-0.87%1.51%2.76%3.66%
2019111.88%2.52%2.11%$11,133$10,922$11,2250.56%3.53%3.64%-17.71%1.10%1.09%2.59%3.40%0.84%3.69%5.11%2.07%1.15%
201912-0.11%0.59%0.00%$11,120$10,987$11,226-1.00%0.80%0.55%-7.64%-1.36%2.58%-2.05%1.20%1.55%0.36%-0.05%1.09%4.38%
202011.70%0.97%1.62%$11,310$11,093$11,4082.71%0.22%1.57%7.52%2.36%0.07%4.15%0.00%0.87%1.81%1.90%-1.11%-4.09%
20202-2.17%-4.31%-3.15%$11,064$10,615$11,0490.49%-6.96%-5.84%41.96%0.09%-3.69%-2.70%-6.73%-4.69%-5.83%-6.83%-6.93%-2.40%
20203-3.39%-12.61%-9.23%$10,689$9,277$10,029-3.13%-9.79%-17.79%102.61%-7.92%-19.94%-26.98%-9.81%-14.17%-17.71%-9.73%-9.99%-12.86%
202045.15%9.65%7.32%$11,240$10,173$10,7634.69%9.53%11.19%-17.77%7.95%11.48%7.45%9.67%9.24%11.24%11.95%5.17%6.38%
202051.08%2.23%1.75%$11,361$10,399$10,9510.49%3.86%2.74%-11.87%0.92%-1.31%-1.49%4.31%-0.68%2.76%4.39%4.51%2.61%
202061.69%2.25%1.83%$11,553$10,633$11,1511.70%1.21%2.32%2.43%2.25%3.95%3.98%1.58%1.61%2.70%0.73%1.77%4.92%
202072.21%3.47%2.80%$11,808$11,002$11,4631.37%3.33%4.49%-15.66%1.77%6.54%1.47%3.01%5.53%4.38%4.15%0.24%6.65%
202081.06%2.51%1.25%$11,933$11,278$11,606-1.30%3.41%2.21%-6.16%-0.43%4.83%-0.46%3.70%3.23%2.29%4.38%2.97%0.83%
20209-0.90%-0.86%-0.49%$11,826$11,180$11,5500.30%-1.09%-2.10%-7.28%-0.41%-0.42%-1.11%-0.74%-0.45%-1.96%-1.65%0.00%0.89%
202010-1.56%-1.54%-1.39%$11,641$11,008$11,389-0.84%-1.91%-3.22%7.21%-0.11%-0.00%-1.74%-2.24%-0.08%-3.05%-1.99%-3.29%1.37%
2020115.28%7.18%6.18%$12,256$11,799$12,0931.09%9.06%11.07%-35.18%1.34%4.77%16.61%9.55%4.89%10.77%9.27%11.21%6.88%
2020121.47%1.93%1.50%$12,436$12,026$12,2740.42%2.64%1.45%-2.60%0.70%2.41%-1.49%2.81%1.90%1.42%2.32%3.19%4.79%

Returns Based Style Analysis

Returns Based Style Analysis
Style CategoryPortfolio 1Portfolio 2Portfolio 3
Large-cap Value0.00%0.87%0.00%
Large-cap Growth18.09%19.54%14.47%
Mid-cap Value12.52%17.92%16.79%
Mid-cap Growth0.00%0.00%0.00%
Small-cap Value0.00%6.92%2.04%
Small-cap Growth0.00%0.00%0.00%
Global ex-US Developed Markets0.00%0.00%0.00%
Emerging Markets0.00%0.00%0.00%
Corporate Bonds16.94%37.02%37.13%
Long-Term Treasuries8.20%0.00%3.14%
Intermediate-Term Treasuries0.00%0.00%0.00%
Short-Term Treasuries44.24%17.72%26.43%
R Squared85.89%91.90%91.17%
Style analysis is based on monthly returns from January 2018 to December 2020 and uses total portfolio return with monthly rebalancing. Returns based style analysis aims to explain the portfolio returns based on asset class exposures, it does not identify the actual portfolio holdings.
Portfolio return and risk metrics
MetricPortfolio 1Portfolio 2Portfolio 3
Arithmetic Mean (monthly)0.62%0.58%0.61%
Arithmetic Mean (annualized)7.75%7.12%7.52%
Geometric Mean (monthly)0.61%0.51%0.57%
Geometric Mean (annualized)7.54%6.34%7.07%
Volatility (monthly)1.87%3.51%2.69%
Volatility (annualized)6.47%12.17%9.31%
Downside Deviation (monthly)0.99%2.47%1.80%
Max. Drawdown-5.49%-16.37%-12.09%
US Market Correlation0.870.930.91
Beta(*)0.290.580.43
Alpha (annualized)3.08%-2.01%0.65%
R275.89%87.38%82.55%
Sharpe Ratio0.920.440.62
Sortino Ratio1.650.620.90
Treynor Ratio (%)21.009.3813.48
Calmar Ratio1.370.390.58
Active Return-6.84%-8.03%-7.30%
Tracking Error14.39%9.35%11.87%
Information Ratio-0.47-0.86-0.62
Skewness0.20-1.04-0.92
Excess Kurtosis0.985.765.19
Historical Value-at-Risk (5%)-2.37%-4.04%-3.21%
Analytical Value-at-Risk (5%)-2.78%-5.13%-3.79%
Conditional Value-at-Risk (5%)-3.18%-8.46%-6.33%
Upside Capture Ratio (%)28.2945.5436.10
Downside Capture Ratio (%)18.7454.9135.31
Safe Withdrawal Rate35.59%34.59%35.40%
Perpetual Withdrawal Rate5.29%4.22%4.87%
Positive Periods26 out of 36 (72.22%)25 out of 36 (69.44%)26 out of 36 (72.22%)
Gain/Loss Ratio0.920.720.75
* US stock market is used as the benchmark for calculations. Value-at-risk metrics are based on monthly values.

Drawdowns for Portfolio 1

Drawdowns for Portfolio 1
RankStartEndLengthRecovery ByRecovery TimeUnderwater PeriodDrawdown
1Feb 2020Mar 20202 monthsMay 20202 months4 months-5.49%
2Sep 2018Oct 20182 monthsFeb 20194 months6 months-4.08%
3Sep 2020Oct 20202 monthsNov 20201 month3 months-2.45%
4May 2019May 20191 monthAug 20193 months4 months-1.89%
5Apr 2018Apr 20181 monthMay 20181 month2 months-0.71%
6Dec 2019Dec 20191 monthJan 20201 month2 months-0.11%

Drawdowns for Portfolio 2

Drawdowns for Portfolio 2
RankStartEndLengthRecovery ByRecovery TimeUnderwater PeriodDrawdown
1Feb 2020Mar 20202 monthsAug 20205 months7 months-16.37%
2Sep 2018Dec 20184 monthsApr 20194 months8 months-7.82%
3May 2019May 20191 monthSep 20194 months5 months-2.97%
4Sep 2020Oct 20202 monthsNov 20201 month3 months-2.39%
5Feb 2018Mar 20182 monthsMay 20182 months4 months-1.25%

Drawdowns for Portfolio 3

Drawdowns for Portfolio 3
RankStartEndLengthRecovery ByRecovery TimeUnderwater PeriodDrawdown
1Feb 2020Mar 20202 monthsJul 20204 months6 months-12.09%
2Sep 2018Dec 20184 monthsMar 20193 months7 months-5.17%
3Sep 2020Oct 20202 monthsNov 20201 month3 months-1.87%
4May 2019May 20191 monthJun 20191 month2 months-1.72%
5Feb 2018Apr 20183 monthsMay 20181 month4 months-0.56%

Portfolio Assets

Performance statistics for portfolio components
TickerNameCAGRStdevBest YearWorst YearMax. DrawdownSharpe RatioSortino RatioUS Mkt Correlation
ZAG.TOBMO Aggregate Bond Index ETF5.29%4.91%8.06%1.11%-3.13%0.771.380.32
XAW.TOiShares Core MSCI All Country World ex Canada Index ETF9.59%13.59%19.83%-2.28%-16.07%0.630.930.97
VCN.TOVanguard FTSE Canada All Cap Index ETF5.16%17.34%22.09%-9.12%-22.59%0.290.400.91
HUV.TOBetaPro S&P 500 VIX Short-Term Futures ETF-14.78%88.92%68.78%-67.84%-68.07%0.140.32-0.85
VCB.TOVanguard Canadian Corporate Bond Index ETF4.84%7.30%8.12%0.31%-7.92%0.480.720.57
CPD.TOiShares S&P/TSX Canadian Preferred Share Index ETF-0.34%16.24%5.31%-9.06%-29.09%-0.03-0.030.76
ZRE.TOBMO Equal Weight REITs Index ETF6.10%21.01%25.86%-8.18%-28.95%0.330.420.68
VXC.TOVanguard FTSE Global All Cap ex Canada Index ETF9.94%13.88%20.47%-3.35%-15.88%0.640.960.97
XPF.TOiShares S&P/TSX North American Preferred Stock Index ETF (CAD-Hedged)2.06%12.20%8.87%-7.33%-18.43%0.110.140.81
XIC.TOiShares Core S&P/TSX Capped Composite Index ETF5.77%17.17%22.77%-8.71%-22.51%0.330.450.90
VUN.TOVanguard U.S. Total Market Index ETF14.47%15.19%23.99%2.36%-15.89%0.871.370.96
XEF.TOiShares Core MSCI EAFE IMI Index ETF4.72%12.94%15.87%-6.64%-17.16%0.300.440.88
XEC.TOiShares Core MSCI Emerging Markets IMI Index ETF5.59%15.04%15.07%-8.30%-21.10%0.340.480.77

Monthly Correlations

Correlations for the portfolio assets
TickerNameZAG.TOXAW.TOVCN.TOHUV.TOVCB.TOCPD.TOZRE.TOVXC.TOXPF.TOXIC.TOVUN.TOXEF.TOXEC.TOPortfolio 1Portfolio 2Portfolio 3
ZAG.TOBMO Aggregate Bond Index ETF1.000.380.54-0.300.870.430.590.370.510.550.400.290.320.600.540.63
XAW.TOiShares Core MSCI All Country World ex Canada Index ETF0.381.000.91-0.830.590.740.691.000.800.910.980.930.790.920.950.94
VCN.TOVanguard FTSE Canada All Cap Index ETF0.540.911.00-0.870.740.800.850.910.871.000.900.850.730.890.970.97
HUV.TOBetaPro S&P 500 VIX Short-Term Futures ETF-0.30-0.83-0.871.00-0.54-0.74-0.76-0.83-0.78-0.87-0.80-0.81-0.71-0.67-0.86-0.84
VCB.TOVanguard Canadian Corporate Bond Index ETF0.870.590.74-0.541.000.770.750.590.800.750.610.490.500.680.780.80
CPD.TOiShares S&P/TSX Canadian Preferred Share Index ETF0.430.740.80-0.740.771.000.740.730.970.800.720.680.680.650.880.82
ZRE.TOBMO Equal Weight REITs Index ETF0.590.690.85-0.760.750.741.000.690.790.860.670.680.580.710.830.85
VXC.TOVanguard FTSE Global All Cap ex Canada Index ETF0.371.000.91-0.830.590.730.691.000.800.910.980.930.790.920.950.93
XPF.TOiShares S&P/TSX North American Preferred Stock Index ETF (CAD-Hedged)0.510.800.87-0.780.800.970.790.801.000.870.790.720.690.740.920.89
XIC.TOiShares Core S&P/TSX Capped Composite Index ETF0.550.911.00-0.870.750.800.860.910.871.000.890.850.730.890.970.97
VUN.TOVanguard U.S. Total Market Index ETF0.400.980.90-0.800.610.720.670.980.790.891.000.850.690.910.930.92
XEF.TOiShares Core MSCI EAFE IMI Index ETF0.290.930.85-0.810.490.680.680.930.720.850.851.000.790.840.870.87
XEC.TOiShares Core MSCI Emerging Markets IMI Index ETF0.320.790.73-0.710.500.680.580.790.690.730.690.791.000.710.780.77

Portfolio Return Decomposition

Portfolio return decomposition
TickerNamePortfolio 1Portfolio 2Portfolio 3
ZAG.TOBMO Aggregate Bond Index ETF$675$673
XAW.TOiShares Core MSCI All Country World ex Canada Index ETF$1,198
VCN.TOVanguard FTSE Canada All Cap Index ETF$392$319
HUV.TOBetaPro S&P 500 VIX Short-Term Futures ETF$171
VCB.TOVanguard Canadian Corporate Bond Index ETF$373
CPD.TOiShares S&P/TSX Canadian Preferred Share Index ETF$30.38
ZRE.TOBMO Equal Weight REITs Index ETF$41.64$109
VXC.TOVanguard FTSE Global All Cap ex Canada Index ETF$1,262
XPF.TOiShares S&P/TSX North American Preferred Stock Index ETF (CAD-Hedged)$89.98
XIC.TOiShares Core S&P/TSX Capped Composite Index ETF$206
VUN.TOVanguard U.S. Total Market Index ETF$920
XEF.TOiShares Core MSCI EAFE IMI Index ETF$169
XEC.TOiShares Core MSCI Emerging Markets IMI Index ETF$107

Portfolio Risk Decomposition

Portfolio risk decomposition
TickerNamePortfolio 1Portfolio 2Portfolio 3
ZAG.TOBMO Aggregate Bond Index ETF16.55%13.22%
XAW.TOiShares Core MSCI All Country World ex Canada Index ETF65.10%
VCN.TOVanguard FTSE Canada All Cap Index ETF43.55%24.81%
HUV.TOBetaPro S&P 500 VIX Short-Term Futures ETF-25.21%
VCB.TOVanguard Canadian Corporate Bond Index ETF11.71%
CPD.TOiShares S&P/TSX Canadian Preferred Share Index ETF17.55%
ZRE.TOBMO Equal Weight REITs Index ETF2.85%9.52%
VXC.TOVanguard FTSE Global All Cap ex Canada Index ETF43.08%
XPF.TOiShares S&P/TSX North American Preferred Stock Index ETF (CAD-Hedged)11.59%
XIC.TOiShares Core S&P/TSX Capped Composite Index ETF17.75%
VUN.TOVanguard U.S. Total Market Index ETF29.87%
XEF.TOiShares Core MSCI EAFE IMI Index ETF11.93%
XEC.TOiShares Core MSCI Emerging Markets IMI Index ETF6.13%

Annual Asset Returns