Some asset classes zig while others zag, which is why it makes good sense to hold a diversified mix of securities. Our tool illustrates the historical returns of key asset classes and shows how diversification can affect a portfolio's potential volatility and returns over the long run. Give it a go.
Allocation: equities %, fixed income %
Selected portfolio annualized return: %
Compound Annualized Returns
5yr Annualized Returns
Not sure how to use the tool? We walk through some of the key features in the video below.
Note: All returns are total and in CAD. Blended returns are rebalanced annually. Data sources:
For an explanation of logarithmic scale, click here.