| Performance | 40/60 |
|---|---|
| 1 an | 10.67% |
| 3 ans annualisé | 3.11% |
| 5 ans annualisé | 4.73% |
| 10 ans annualisé | 4.93% |
| 20 ans annualisé | 5.24% |
| Rendement le plus faible sur un an | -10.91% |
| Écart-type sur 20 ans | 5.30% |
Funds Holdings
|
DFA Global Fixed Income Fund
|
30.0% |
|
Vanguard Canadian Aggregate Bond Index ETF
|
18.0% |
|
Vanguard US Aggregate Bond Index ETF
|
6.0% |
|
Vanguard Global ex-US Aggregate Bond Index
|
6.0% |
|
DFA Global Equity Portfolio
|
20.0% |
|
Vanguard All-Equity ETF Portfolio
|
20.0% |
| Performance | 50/50 |
|---|---|
| 1 an | 12.50% |
| 3 ans annualisé | 4.04% |
| 5 ans annualisé | 5.83% |
| 10 ans annualisé | 5.79% |
| 20 ans annualisé | 5.79% |
| Rendement le plus faible sur un an | -14.28% |
| Écart-type sur 20 ans | 6.26% |
Funds Holdings
|
DFA Global Fixed Income Fund
|
25.0% |
|
Vanguard Canadian Aggregate Bond Index ETF
|
12.5% |
|
Vanguard US Aggregate Bond Index ETF
|
6.3% |
|
Vanguard Global ex-US Aggregate Bond Index
|
6.3% |
|
DFA Global Equity Portfolio
|
25.0% |
|
Vanguard All-Equity ETF Portfolio
|
25.0% |
| Performance | 60/40 |
|---|---|
| 1 an | 14.35% |
| 3 ans annualisé | 4.97% |
| 5 ans annualisé | 6.90% |
| 10 ans annualisé | 6.61% |
| 20 ans annualisé | 6.32% |
| Rendement le plus faible sur un an | -18.72% |
| Écart-type sur 20 ans | 7.30% |
Funds Holdings
|
DFA Global Fixed Income Fund
|
20.0% |
|
Vanguard Canadian Aggregate Bond Index ETF
|
10.0% |
|
Vanguard US Aggregate Bond Index ETF
|
5.0% |
|
Vanguard Global ex-US Aggregate Bond Index
|
5.0% |
|
DFA Global Equity Portfolio
|
30.0% |
|
Vanguard All-Equity ETF Portfolio
|
30.0% |
| Performance | 70/30 |
|---|---|
| 1 an | 16.22% |
| 3 ans annualisé | 5.89% |
| 5 ans annualisé | 7.95% |
| 10 ans annualisé | 7.43% |
| 20 ans annualisé | 6.84% |
| Rendement le plus faible sur un an | -23.39% |
| Écart-type sur 20 ans | 8.43% |
Funds Holdings
|
DFA Global Fixed Income Fund
|
15.0% |
|
Vanguard Canadian Aggregate Bond Index ETF
|
7.5% |
|
Vanguard US Aggregate Bond Index ETF
|
3.8% |
|
Vanguard Global ex-US Aggregate Bond Index
|
3.8% |
|
DFA Global Equity Portfolio
|
35.0% |
|
Vanguard All-Equity ETF Portfolio
|
35.0% |
| Performance | 80/20 |
|---|---|
| 1 an | 18.12% |
| 3 ans annualisé | 6.83% |
| 5 ans annualisé | 9.00% |
| 10 ans annualisé | 8.24% |
| 20 ans annualisé | 7.28% |
| Rendement le plus faible sur un an | -28.21% |
| Écart-type sur 20 ans | 9.61% |
Funds Holdings
|
DFA Global Fixed Income Fund
|
10.0% |
|
Vanguard Canadian Aggregate Bond Index ETF
|
5.0% |
|
Vanguard US Aggregate Bond Index ETF
|
2.5% |
|
Vanguard Global ex-US Aggregate Bond Index
|
2.5% |
|
DFA Global Equity Portfolio
|
40.0% |
|
Vanguard All-Equity ETF Portfolio
|
40.0% |
| Performance | 100/0 |
|---|---|
| 1 an | 22.02% |
| 3 ans annualisé | 8.76% |
| 5 ans annualisé | 11.13% |
| 10 ans annualisé | 9.83% |
| 20 ans annualisé | 8.19% |
| Rendement le plus faible sur un an | -37.97% |
| Écart-type sur 20 ans | 12.26% |
Funds Holdings
|
DFA Global Fixed Income Fund
|
0.0% |
|
Vanguard Canadian Aggregate Bond Index ETF
|
0.0% |
|
Vanguard US Aggregate Bond Index ETF
|
0.0% |
|
Vanguard Global ex-US Aggregate Bond Index
|
0.0% |
|
DFA Global Equity Portfolio
|
50.0% |
|
Vanguard All-Equity ETF Portfolio
|
50.0% |