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Our long-term performance is excellent, steady and verifiable. Our third-party audited performance is reported monthly and shown as net-to-client, after the management fee. Our decade-long steady performance has perfectly linear results and standard deviation (the measure of risk).
Performance returns are as of September 30, 2022 and are based on composites of actual accounts. The indicated rates of return are net of fees. Please note that past performance is not necessarily an indicator of future performance. Individual results of clients’ portfolios may differ from that of the composite portfolio returns as fees may differ, and performance of specific accounts is based on specific account investiture. The noted model portfolios may not be appropriate for all investors. Inception to August 31, 2018 are representative net, model account returns in C$ provided by the portfolio manager. All model portfolios have an inception date of January 1, 2010 except for P4 (incepted June 30, 2010), P7 (incepted April 30, 2010), and P10 (incepted March 31, 2015).
Our Performance
McIver Model Porfolio Performance
| At February 28, 2023 | 10 Year Annualized |
7 Year Annualized |
5 Year Annualized |
3 Year Annualized |
1 Year | 6 Months | 3 Months | Year-to-Date | Since Inception |
Annualized Std Deviation |
|---|---|---|---|---|---|---|---|---|---|---|
| P1 - Very Conservative | 5.22% | 5.69% | 5.07% | 5.66% | -1.94% | 3.67% | 0.20% | 2.55% | 4.87% | 6.58% |
| P2 - Conservative | 6.47% | 6.55% | 5.47% | 6.39% | -2.15% | 3.98% | 0.27% | 3.10% | 6.39% | 7.67% |
| P3 - Conservative Value | 7.79% | 7.62% | 6.34% | 8.31% | -1.27% | 4.84% | 0.41% | 3.81% | 7.48% | 9.07% |
| P4 - Conservative Growth | 8.12% | 7.64% | 6.46% | 8.80% | -1.20% | 5.10% | 0.62% | 4.18% | 8.41% | 9.53% |
| P5 - Growth | 9.05% | 8.58% | 7.18% | 10.34% | -0.06% | 6.06% | 0.67% | 4.44% | 8.78% | 10.10% |
Performance returns are as of February 28, 2023 and are based on composites of actual accounts. The indicated rates of return are net of fees. Please note that past performance is not necessarily an indicator of future performance.
Individual results of clients’ portfolios may differ from that of the composite portfolio returns as fees may differ, and performance of specific accounts is based on specific account investiture.
The noted model portfolios may not be appropriate for all investors. Inception to August 31, 2018 are representative net, model account returns in C$ provided by the portfolio manager.
All model portfolios have an inception date of January 1, 2010 except for P4 (incepted June 30, 2010), P7 (incepted April 30, 2010), and P10 (incepted March 31, 2015).
* Annualized Standard Deviation is calculated using monthly returns for the longest return period reported in the corresponding row. It is a measure of historical volatility where a lower figure represents less volatility.
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