Stocks, Bonds and Cash
See how the three main assets classeshave performed over time.
Initial investment (maximum value $10,000,000)
Annual investment (maximum value $100,000)
Start year
End year
Stock allocation (maximum value 100%)
Bond allocation (maximum value 100%)
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50,000
|
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5,000
|
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2004
Start Year
Enter a Start Year between and .
Input Error: Start Year
The Start Year needs to be less than or equal to the End Year. You can enter any year between and . |
|
2023
End Year
Enter an End Year between and .
Input Error: End Year
The End Year needs to be greater than or equal to the Start Year. You can enter any year between and . |
|
Compare to a portfolio?
Select Yes if you want to create a portfolio made up of stocks, bonds and cash to compare it's growth to each asset class. |
Stock allocation (maximum value 100%)
|
33.30%
|
|
33.30%
|
| Cash allocation |
33.40%
Input Error: Allocation values
The percentage figures for stocks, bonds and cash do not add up to 100%. Please correct your entries. |
Investment Growth Over 20 Years From 1999 to 2018
Portfolio
Cdn Stocks
Bonds
Cash
Assumptions
Rates of return are before taxes and inflation. Annual investments are made at the end of the year. Canadian stocks are represented by the S&P/TSX Total Return Index. U.S. stocks are represented by the S&P 500 Total Return Index in Canadian dollars. Bonds are represented by the Canada 10 Year Total Return Government Box Index. Cash is represented by the Canada Total Returns TBill Index. An investment cannot be directly made in an index. The deduction of advisory fees, brokerage or other commissions and any other expenses that would have been paid is not reflected in the calculations.
Disclaimer
Rates of return are before taxes and inflation. Annual investments are made at the end of the year. Canadian stocks are represented by the S&P/TSX Total Return Index. U.S. stocks are represented by the S&P 500 Total Return Index in Canadian dollars. Bonds are represented by the Canada 10 Year Total Return Government Box Index. Cash is represented by the Canada Total Returns TBill Index. An investment cannot be directly made in an index. The deduction of advisory fees, brokerage or other commissions and any other expenses that would have been paid is not reflected in the calculations.
Disclaimer
