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PPI Valet Portfolio PerformanceApril 30, 2018
Cumulative Returns Annualized Returns Calendar Returns Metrics
Private Pools MER YTD 1 Month 3 Month 6 Month 1 Year 2 Years 3 Years 2018 2017 2016 2015Sharpe Ratio Sotrino Ratio
Standard Deviation
Max Gain
# of Periods
Max Loss
# of Periods
For more Information
Safety 0.83 0.99 0.99 1.28 0.58 2.81 3.43 4.27 1.86 4.16 5.16 4.6 -0.17 -0.23 2.05 19.73 52 -1.29 2 linkBalanced 1.22 1.56 1.56 1.29 -0.39 3.11 5.00 6.71 1.65 6.99 8.41 6.94 0.07 0.10 3.57 31.82 47 -2.40 2 linkAggressive 1.16 1.73 1.73 1.10 -0.33 4.57 4.88 6.34 1.99 5.51 8.76 11.02 0.20 0.31 4.77 36.87 48 -3.64 3 link
Essential Portfolios MER YTD 1 Month 3 Month 6 Month 1 Year 2 Years 3 Years 2018 2017 2016 2015Sharpe Ratio Sotrino Ratio
Standard Deviation
Max Gain
# of Periods
Max Loss
# of Periods
For more Information
Conservative 0.22 2.69 2.69 2.59 -0.56 1.14 3.78 4.44 1.33 6.04 4.45 4.78 -0.16 -0.22 4.63 21.9 47 -3.69 4 linkBalanced 0.22 3.59 3.59 2.36 -1.98 0.42 4.73 5.83 1.15 8.27 5.89 6.14 -0.04 -0.05 5.96 29.43 47 -5.85 4 linkGrowth 0.22 4.35 4.35 2.18 -3.43 -0.48 5.60 7.27 0.79 10.54 2.51 8.15 0.06 0.09 7.45 37.19 47 -7.89 4 link
PPI Valet Pools MER YTD 1 Month 3 Month 6 Month 1 Year 2 Years 3 years 2018 2017 2016 2015Sharpe Ratio Sotrino Ratio
Standard Deviation
Max Gain
# of Periods
Max Loss
# of Periods
For More information
Safety 0.57 0.23 0.23 0.76 1.52 2.95 2.80 2.69 2.92 2.63 2.49 2.77 -0.33 -0.42 0.14 11.25 48 linkConservative 0.37 1.57 1.57 0.68 -1.15 0.91 3.35 4.45 0.58 5.54 4.36 3.79 -0.13 -0.18 3.49 19.84 47 -3.69 7 linkBalanced 0.41 2.07 2.07 0.71 -1.63 0.86 4.02 5.58 -0.58 6.92 5.94 4.36 -0.03 -0.03 4.26 24.65 47 -4.60 7 linkGrowth 0.44 2.65 2.65 1.35 -1.50 2.07 5.96 6.92 0.38 8.71 6.85 9.86 0.30 0.45 5.79 38.23 47 -4.28 2 link
Benchmarks YTD 1 Month 3 Month 6 Month 1 Year 2 Years 3 years 2018 2017 2016 2015Sharpe Ratio Sotrino Ratio
Standard Deviation
Max Gain
# of Periods
Max Loss
# of Periods
1 Year GICCanada Fund Global Fixed Income BalancedCanada Fund Global Neutral BalancedCanada Fund Global Equity Balanced
Inception
Inception
6.277.27
5.50
7.034.523.752.73
4.15Inception
6.54
Inception4.42
PPI Valet Portfolio Performance January 31, 2019
For more information: www.ppivalet.ca
Contact: Atlantic Ontario Prairies British ColumbiaRyan Stewart Mark Pahwa, MBA Asad Zaidi, CIFC John Pavlakis, [email protected] [email protected] [email protected] [email protected] cell 647.824.5465 cell 403.803.5987 cell 604.657.7447 cell902.442.9954 office 647.497.9003 office 403.910.3357 office 778.374.3503 office
The performance is for informational purposes only and is not to be considered as investment advice. There may be significant differences between the investment portfolios, that are not discussed here including different investment objectives and risk factors. Past performance is not an indicator of future performance. The value of your investment may go down as well as up. Although WealthBar believes the obtained the information provided from third-party sources to be reliable, WealthBar does not guarantee the information and disclaims any liability associated with the use of these performance results. WealthBar performance results are presented net of fund MER but before any management or advisor fees. For full details of calculation please contact [email protected]
