Distribution of Returns

See how your investment time frame impacts your likelihood of achieving your target rate of return.

Moderate Portfolio
Pie Chart
Distribution of Annual Rates of Return
1 Year Holding Periods
Negative
Returns
0% to
4.99%
5% to
7.99%
8% to
9.99%
10% to
11.99%
12% to
14.99%
15% to
19.99%
20% &
over




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Assumptions
Best, worst and average returns are annual compound rates of return for various holding periods and portfolio combinations from 1945 to 2019 inclusive. Portfolios were rebalanced to their original allocation every twelve months. Stocks are represented by the S&P/TSX Total Return Index, bonds by the Canada 10 Year Total Return Government Bond Index and cash by the Canada Total Returns TBill Index.

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