{"id":1167,"date":"2019-12-04T16:41:46","date_gmt":"2019-12-04T16:41:46","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/stuchberry1\/?page_id=1167"},"modified":"2025-02-19T14:47:23","modified_gmt":"2025-02-19T14:47:23","slug":"performance","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/performance\/","title":{"rendered":"Performance"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"1167\" class=\"elementor elementor-1167\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-55140c7 e-con-full e-flex e-con e-parent\" data-id=\"55140c7\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-196ca44 e-con-full e-flex e-con e-child\" data-id=\"196ca44\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c3a45eb elementor-widget elementor-widget-heading\" data-id=\"c3a45eb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Performance<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-41ab94a e-flex e-con-boxed e-con e-parent\" data-id=\"41ab94a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-2cd72f0 e-con-full e-flex e-con e-child\" data-id=\"2cd72f0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1f3966e elementor-widget elementor-widget-heading\" data-id=\"1f3966e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Investment Objectives<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7cfb3c9 elementor-widget elementor-widget-text-editor\" data-id=\"7cfb3c9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Using our proprietary investment process, we seek strong, absolute returns in all market environments to constantly outperform over time. We adapt to changing markets through hard work and an objective to grow our clients\u2019 wealth. We endeavour to control losses as a core investment style, shown by our rare negative years.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1ef09bb e-flex e-con-boxed e-con e-parent\" data-id=\"1ef09bb\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-6a6fdbe e-con-full e-flex e-con e-child\" data-id=\"6a6fdbe\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5659904 elementor-widget elementor-widget-heading\" data-id=\"5659904\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Annualized Performance<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c65757f elementor-widget elementor-widget-text-editor\" data-id=\"c65757f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"widget-sub-title\">Net of fees, as at December 31, 2024<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-efa3c36 elementor-widget elementor-widget-html\" data-id=\"efa3c36\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div style=\" overflow-x:auto;\">\r\n<table class=\"blueTable\">\r\n<thead>\r\n<tr>\r\n<th>&nbsp;<\/th>\r\n<th>YTD<\/th>\r\n<th>1 Year<\/th>\r\n<th>2 Year<\/th>\r\n<th>3 Year<\/th>\r\n<th>4 Year<\/th>\r\n<th>5 Year<\/th>\r\n<th>10 Year<\/th>\r\n<th>Annualized <br> Return<br> Since<br> Inception<\/th>\r\n<th>Cumulative<br> Return<br> Since<br> Inception<\/th>\r\n<\/tr>\r\n\r\n<\/thead>\r\n<tbody>\r\n<tr>\r\n<td>Equity Mandate<\/td>\r\n<td>26.3%<\/td>\r\n<td>26.3%<\/td>\r\n<td>25.1%<\/td>\r\n<td>6.8%<\/td>\r\n<td>9.0%<\/td>\r\n<td>10.5%<\/td>\r\n<td>9.1%<\/td>\r\n<td>10.4%<\/td>\r\n<td>1099.6%<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>Balanced Equity Mandate<\/td>\r\n<td>26.7%<\/td>\r\n<td>26.7%<\/td>\r\n<td>25.6%<\/td>\r\n<td>7.3%<\/td>\r\n<td>9.7%<\/td>\r\n<td>10.7%<\/td>\r\n<td>8.8%<\/td>\r\n<td>9.4%<\/td>\r\n<td>852.0%<\/td>\r\n<\/tr>\r\n<tfoot>\r\n<tr>\r\n<th>S&P\/TSX Composite Index<\/th>\r\n<th>21.6%<\/th>\r\n<th>21.6%<\/th>\r\n<th>15.8%<\/th>\r\n<th>8.5%<\/th>\r\n<th>12.3%<\/th>\r\n<th>10.7%<\/th>\r\n<th>8.5%<\/th>\r\n<td>7.1%<\/td>\r\n<td>455.7%<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n\r\n<\/table>\r\n<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-875cfbc e-flex e-con-boxed e-con e-parent\" data-id=\"875cfbc\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d0e7d07 elementor-widget elementor-widget-heading\" data-id=\"d0e7d07\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Cumulative returns since 1999<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-be7da34 elementor-widget elementor-widget-text-editor\" data-id=\"be7da34\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"widget-sub-title\">Based on initial investment of $1MM<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-44d5cf9 e-flex e-con-boxed e-con e-parent\" data-id=\"44d5cf9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-eb5c1af e-con-full e-flex e-con e-child\" data-id=\"eb5c1af\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-dc90658 elementor-widget elementor-widget-image\" data-id=\"dc90658\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2025\/02\/BEMandateChart-2.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"BEMandateChart-2\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MjY5NywidXJsIjoiaHR0cHM6XC9cL2Fkdmlzb3Iud2VsbGluZ3Rvbi1hbHR1cy5jYVwvc3R1Y2hiZXJyeWdyb3VwXC93cC1jb250ZW50XC91cGxvYWRzXC9zaXRlc1wvMjIzXC8yMDI1XC8wMlwvQkVNYW5kYXRlQ2hhcnQtMi53ZWJwIn0%3D\">\n\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1978\" height=\"765\" src=\"https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2025\/02\/BEMandateChart-2.webp\" class=\"attachment-full size-full wp-image-2697\" alt=\"Balanced Equity Mandate Performance Chart\" srcset=\"https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2025\/02\/BEMandateChart-2.webp 1978w, https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2025\/02\/BEMandateChart-2-300x116.webp 300w, https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2025\/02\/BEMandateChart-2-1024x396.webp 1024w, https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2025\/02\/BEMandateChart-2-768x297.webp 768w, https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2025\/02\/BEMandateChart-2-1536x594.webp 1536w\" sizes=\"(max-width: 1978px) 100vw, 1978px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3fa3ab2 e-con-full e-flex e-con e-child\" data-id=\"3fa3ab2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8fd9c97 elementor-widget elementor-widget-image\" data-id=\"8fd9c97\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2025\/02\/EquityMandateChart-2.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"EquityMandateChart-2\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MjY5NiwidXJsIjoiaHR0cHM6XC9cL2Fkdmlzb3Iud2VsbGluZ3Rvbi1hbHR1cy5jYVwvc3R1Y2hiZXJyeWdyb3VwXC93cC1jb250ZW50XC91cGxvYWRzXC9zaXRlc1wvMjIzXC8yMDI1XC8wMlwvRXF1aXR5TWFuZGF0ZUNoYXJ0LTIud2VicCJ9\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1939\" height=\"769\" src=\"https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2025\/02\/EquityMandateChart-2.webp\" class=\"attachment-full size-full wp-image-2696\" alt=\"Equity Mandate Performance Chart\" srcset=\"https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2025\/02\/EquityMandateChart-2.webp 1939w, https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2025\/02\/EquityMandateChart-2-300x119.webp 300w, https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2025\/02\/EquityMandateChart-2-1024x406.webp 1024w, https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2025\/02\/EquityMandateChart-2-768x305.webp 768w, https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2025\/02\/EquityMandateChart-2-1536x609.webp 1536w\" sizes=\"(max-width: 1939px) 100vw, 1939px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-448eea4 elementor-hidden-widescreen elementor-hidden-desktop elementor-hidden-laptop elementor-hidden-tablet elementor-hidden-mobile e-flex e-con-boxed e-con e-parent\" data-id=\"448eea4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-2d60442 e-con-full e-flex e-con e-child\" data-id=\"2d60442\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fe417b2 elementor-widget elementor-widget-heading\" data-id=\"fe417b2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Cumulative returns since 1999<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ce5abc3 elementor-widget elementor-widget-text-editor\" data-id=\"ce5abc3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"widget-sub-title\">Based on initial investment of $1MM<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-82a35c4 elementor-widget elementor-widget-image\" data-id=\"82a35c4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"3655\" height=\"1450\" src=\"https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2022\/01\/Progressive-Value.png\" class=\"attachment-full size-full wp-image-1677\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2022\/01\/Progressive-Value.png 3655w, https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2022\/01\/Progressive-Value-300x119.png 300w, https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2022\/01\/Progressive-Value-1024x406.png 1024w, https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2022\/01\/Progressive-Value-768x305.png 768w, https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2022\/01\/Progressive-Value-1536x609.png 1536w, https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2022\/01\/Progressive-Value-2048x812.png 2048w\" sizes=\"(max-width: 3655px) 100vw, 3655px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8271398 elementor-widget elementor-widget-image\" data-id=\"8271398\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"3730\" height=\"1443\" src=\"https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2022\/01\/Balanced-Mandate.png\" class=\"attachment-full size-full wp-image-1678\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2022\/01\/Balanced-Mandate.png 3730w, https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2022\/01\/Balanced-Mandate-300x116.png 300w, https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2022\/01\/Balanced-Mandate-1024x396.png 1024w, https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2022\/01\/Balanced-Mandate-768x297.png 768w, https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2022\/01\/Balanced-Mandate-1536x594.png 1536w, https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/wp-content\/uploads\/sites\/223\/2022\/01\/Balanced-Mandate-2048x792.png 2048w\" sizes=\"(max-width: 3730px) 100vw, 3730px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-392da86 e-flex e-con-boxed e-con e-parent\" data-id=\"392da86\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;none&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-e06b98b e-con-full e-flex e-con e-child\" data-id=\"e06b98b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b482b4d elementor-widget elementor-widget-heading\" data-id=\"b482b4d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Returns, Year by year<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b85061d elementor-widget elementor-widget-text-editor\" data-id=\"b85061d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"widget-sub-title\">Net of fees<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ba25816 elementor-widget elementor-widget-html\" data-id=\"ba25816\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div style=\"overflow-x: auto;\">\r\n<table class=\"blueTable\">\r\n<thead>\r\n<tr>\r\n<th>&nbsp;<\/th>\r\n<th>2024<\/th>\r\n<th>2023<\/th>\r\n<th>2022<\/th>\r\n<th>2021<\/th>\r\n<th>2020<\/th>\r\n<th>2019<\/th>\r\n<th>2018<\/th>\r\n<th>2017<\/th>\r\n<th>2016<\/th>\r\n<\/tr>\r\n<\/thead>\r\n<tbody>\r\n<tr>\r\n<td>Equity Mandate<\/td>\r\n<td>26.3%<\/td>\r\n<td>23.8%<\/td>\r\n<td>-22.2%<\/td>\r\n<td>16.0%<\/td>\r\n<td>16.6%<\/td>\r\n<td>15.7%<\/td>\r\n<td>-4.3%<\/td>\r\n<td>10.4%<\/td>\r\n<td>14.0%<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>Balanced Equity Mandate<\/td>\r\n<td>26.7%<\/td>\r\n<td>24.5%<\/td>\r\n<td>-21.7%<\/td>\r\n<td>17.5%<\/td>\r\n<td>14.8%<\/td>\r\n<td>14.8%<\/td>\r\n<td>-4.5%<\/td>\r\n<td>8.2%<\/td>\r\n<td>15.1%<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<tfoot>\r\n<tr>\r\n<th>S&P\/TSX Composite Index<\/th>\r\n<th>21.6%<\/th>\r\n<th>11.8%<\/th>\r\n<th>-4.9%<\/th>\r\n<th>24.5%<\/th>\r\n<th>4.6%<\/th>\r\n<th>22.8%<\/th>\r\n<th>-8.9%<\/th>\r\n<th>9.1%<\/th>\r\n<th>21.1%<\/th>\r\n\r\n<\/tr>\r\n<\/tfoot>\r\n<\/table>\r\n<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3acd8c7 elementor-widget elementor-widget-html\" data-id=\"3acd8c7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div style=\"overflow-x:auto;\">\r\n<table class=\"blueTable\">\r\n<thead>\r\n<tr>\r\n    \r\n<th>&nbsp;<\/th>\r\n<th>2015<\/th>\r\n<th>2014<\/th>\r\n<th>2013<\/th>\r\n<th>2012<\/th>\r\n<th>2011<\/th>\r\n<th>2010<\/th>\r\n<th>2009<\/th>\r\n<th>2008<\/th>\r\n<\/tr>\r\n<\/thead>\r\n<tbody>\r\n<tr>\r\n<td>Equity Mandate<\/td>\r\n<td>3.7%<\/td>\r\n<td>8.0%<\/td>\r\n<td>10.3%<\/td>\r\n<td>9.9%<\/td>\r\n<td>1.1%<\/td>\r\n<td>21.1%<\/td>\r\n<td>19.4%<\/td>\r\n<td>-30.4%<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>Balanced Equity Mandate<\/td>\r\n<td>1.8%<\/td>\r\n<td>6.7%<\/td>\r\n<td>12.2%<\/td>\r\n<td>10.4%<\/td>\r\n<td>0.8%<\/td>\r\n<td>19.5%<\/td>\r\n<td>17.7%<\/td>\r\n<td>-27.2%<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<tfoot>\r\n<tr>\r\n<th>S&P\/TSX Composite Index<\/th>\r\n<th>-8.3%<\/th>\r\n<th>10.6%<\/th>\r\n<th>13.0%<\/th>\r\n<th>7.2%<\/th>\r\n<th>-8.7%<\/th>\r\n<th>17.6%<\/th>\r\n<th>35.1%<\/th>\r\n<th>-33.0%<\/th>\r\n\r\n<\/tr>\r\n<\/tfoot>\r\n<\/table>\r\n<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c971da9 elementor-widget elementor-widget-html\" data-id=\"c971da9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div style=\"overflow-x: auto;\">\r\n<table class=\"blueTable\">\r\n<thead>\r\n<tr>\r\n<th>&nbsp;<\/th>\r\n<th>2007<\/th>\r\n<th>2006<\/th>\r\n<th>2005<\/th>\r\n<th>2004<\/th>\r\n<th>2003<\/th>\r\n<th>2002<\/th>\r\n<th>2001<\/th>\r\n<th>2000<\/th>\r\n<\/tr>\r\n<\/thead>\r\n<tbody>\r\n<tr>\r\n<td>Equity Mandate<\/td>\r\n<td>4.4%<\/td>\r\n<td>20.9%<\/td>\r\n<td>25.2%<\/td>\r\n<td>11.8%<\/td>\r\n<td>21.4%<\/td>\r\n<td>18.3%<\/td>\r\n<td>23.6%<\/td>\r\n<td>20.7%<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>Balanced Equity Mandate<\/td>\r\n<td>5.8%<\/td>\r\n<td>20.4%<\/td>\r\n<td>20.9%<\/td>\r\n<td>10.6%<\/td>\r\n<td>20.1%<\/td>\r\n<td>10.3%<\/td>\r\n<td>14.2%<\/td>\r\n<td>16.9%<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<tfoot>\r\n<tr>\r\n<th>S&P\/TSX Composite Index<\/th>\r\n<th>9.1%<\/th>\r\n<th>17.3%<\/th>\r\n<th>24.1%<\/th>\r\n<th>14.5%<\/th>\r\n<th>26.7%<\/th>\r\n<th>-12.4%<\/th>\r\n<th>-12.6%<\/th>\r\n<th>7.4%<\/th>\r\n<\/tr>\r\n<\/tfoot>\r\n<\/table>\r\n<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0edd6df elementor-widget elementor-widget-text-editor\" data-id=\"0edd6df\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\tThe Performance Review (\u201creview\u201d) is prepared for general informational purposes only, without reference to the investment objectives, financial profile, or risk tolerance of any specific person or entity who may receive it. The source of all data is <a style=\"color:#B8B8B8\" href=\"http:\/\/www.bloomberg.com\/\" target=\"_blank\" rel=\"noopener\">www.bloomberg.com<\/a> and Wellington-Altus Private Wealth (\u201cWAPW\u201d). Statements regarding future performance may not be realized and past performance is not a guarantee of future performance. Performance returns represent a composite of returns for client accounts invested in these mandates. The returns do not represent the returns of any single client and the actual holdings allocation may differ from account to account. Individual account performance may differ materially from the representative performance history set out here, due to factors including but not limited to an account&#8217;s size, the length of time the strategy has been held, the timing and amount of deposits and withdrawals, the timing and amount of dividends and other income, trade execution timing and pricing, foreign exchange rates, and fees and other costs. This is not an official statement from WAPW. Please refer to your official WAPW statement for your specific performance numbers. Investors should seek professional financial advice regarding the suitability of investing in any investment strategy or security and no financial decisions should be made on the basis of the information provided here. This review does not constitute a recommendation or solicitation to buy or sell securities of any kind. WAPW does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Performance numbers noted in the review, that are prior to October 2017 cannot be verified as the account(s) were held at another Dealer Member. The information and opinions contained herein are subject to change without notice.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Performance Investment Objectives Using our proprietary investment process, we seek strong, absolute returns in all market environments to constantly outperform over time. We adapt to changing markets through hard work and an objective to grow our clients\u2019 wealth. We endeavour to control losses as a core investment style, shown by our rare negative years. Annualized [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-1167","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Performance - The Stuchberry Group<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/stuchberrygroup\/performance\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Performance - The Stuchberry Group\" \/>\n<meta property=\"og:description\" content=\"Performance Investment Objectives Using our proprietary investment process, we seek strong, absolute returns in all market environments to constantly outperform over time. 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