Canada Life Insurance of America VARIFUND B SHARES
Investment Model Portfolios
Investment options of Canada Life Insurance of America VARIFUND B SHARES
Total Available Funds: 41
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| LARGE GROWTH |
ALVOX |
Alger Portfolio Capital Appreciation I-2 |
| LARGE GROWTH |
AAGOX |
Alger Portfolio Large Cap Growth I-2 |
| Mid-Cap Growth |
AMGOX |
Alger Portfolio Mid Cap Growth I-2 |
| Small Growth |
AASOX |
Alger Portfolio Small Cap Growth I-2 |
| LARGE GROWTH |
DAPAX |
Dreyfus Social Resp Init |
| LARGE BLEND |
DGAGX |
Dreyfus Var Inv Appreciation I |
| LARGE GROWTH |
DGRIX |
Dreyfus Var Inv Growth & Income I |
| LARGE GROWTH |
FCNTX |
Fidelity V2 Contrafund Init |
| LARGE BLEND |
FUSEX |
Fidelity V2 Index 500 Init |
| LARGE GROWTH |
FAGCX |
Fidelity V3 Growth Opportunities Init |
| LARGE GROWTH |
EPGAX |
Fidelity VIP Growth Init |
| LARGE VALUE |
GSLIX |
Goldman VIT Large Cap Value I |
| LARGE GROWTH |
GSTIX |
Goldman VIT Strategic Growth I |
| LARGE BLEND |
GSELX |
Goldman VIT Structured Equity I |
| LARGE GROWTH |
JAGRX |
Janus Aspen Ovseas Inst |
| LARGE BLEND |
BMPIX |
ProFund VP Basic Material |
| MID-CAP BLEND |
UMPIX |
ProFund VP UltraMid-Cap |
|
| Others |
|
|
| Moderate Allocation |
FASMX |
Fidelity V5 Asset Manager Init |
| ROOT |
CASH |
Fidelity V5 Money Market Init |
| ROOT |
NoTicker |
Nationwide VIT Developing Market 2 |
| Consumer Staples |
CNPIX |
ProFund VP Consumer Goods |
| Consumer Discretionary |
CYPSX |
ProFund VP Consumer Services |
| Financial |
FNPIX |
ProFund VP Financials |
| Health |
HCPIX |
ProFund VP Health Care |
| Industrials |
IDPIX |
ProFund VP Industrials |
| Equity Energy |
ENPIX |
ProFund VP Oil & Gas |
| Health |
PHPIX |
ProFund VP Pharmaceuticals |
| EQUITY PRECIOUS METALS |
PMPIX |
ProFund VP Precious Metals |
| Bear Market |
RRPIX |
ProFund VP Rising Return Opportunities |
| Bear Market |
SOPIX |
ProFund VP Short NASDAQ-100 |
| Bear Market |
SHPIX |
ProFund VP Short Small Cap |
| Technology |
TEPIX |
ProFund VP Technology |
| Communications |
TCPIX |
ProFund VP Telecomm |
| Technology |
SLMCX |
Seligman Portfolio Common&Inflation 1 |
| Natural Resources |
GHAAX |
Van Eck Ww Hard Asset Inl |
| Long-Short |
VMAAX |
Van Eck Ww Multi-Manager Alternatives Inl |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
FBNDX |
Fidelity V5 Investment Grade Bond Init |
| High Yield Bond |
SPHIX |
Fidelity VIP High Income Init |
| LONG GOVERNMENT |
GVPIX |
ProFund VP US Gov Plus |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
FAOAX |
Fidelity VIP Ovseas Init |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
REPIX |
ProFund VP Real Estate |
|
Investment model portfolios
We provide two types of investment model portfolios for Canada Life Insurance of America VARIFUND B SHARES participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Example model portfolios
The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.
Strategic Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.
Tactical Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.
|
Ticker/Portfolio |
Last 1 Week |
1 Yr |
3 Yr |
5 Yr |
10 Yr |
15 Yr |
20 Yr |
Inception |
YTD |
2024 |
2023 |
2022 |
2021 |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
2009 |
2008 |
2007 |
2006 |
2005 |
2004 |
2003 |
2002 |
2001 |
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
|
Annualized Return (%)
|
Canada Life I... Moderate
|
-0.53 |
21.28 |
10.27 |
8.93 |
6.17 |
7.79 |
7.94 |
8.09 |
NA |
NA |
NA |
NA |
7.40 |
18.01 |
12.11 |
-1.20 |
12.24 |
-0.35 |
-5.39 |
3.45 |
14.58 |
12.51 |
4.20 |
15.80 |
19.78 |
-5.19 |
14.24 |
10.27 |
7.81 |
5.68 |
15.17 |
1.15 |
8.87 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
0.04 |
46.47 |
18.68 |
17.18 |
14.08 |
10.23 |
8.24 |
8.11 |
NA |
24.84 |
26.12 |
-18.24 |
28.53 |
18.74 |
31.33 |
-4.55 |
21.66 |
11.83 |
1.23 |
13.52 |
32.17 |
15.82 |
1.96 |
14.91 |
26.52 |
-37.02 |
5.39 |
15.64 |
4.77 |
10.74 |
28.50 |
-22.17 |
-12.03 |
-9.05 |
21.08 |
28.62 |
33.18 |
22.87 |
37.45 |
1.18 |
10.15 |
8.24 |
32.05 |
-3.33 |
28.37 |
14.92 |
3.97 |
9.30 |
22.60 |
3.67 |
17.07 |
19.25 |
-8.55 |
27.89 |
-2.07 |
|
VSMGX (VANGUA...R SHARES)
|
-0.42 |
27.23 |
10.14 |
9.69 |
7.27 |
6.29 |
6.17 |
6.09 |
NA |
10.28 |
15.51 |
-16.01 |
10.08 |
13.59 |
19.30 |
-6.28 |
14.86 |
7.09 |
-2.21 |
6.38 |
14.73 |
9.78 |
0.12 |
13.14 |
20.35 |
-26.49 |
7.21 |
13.30 |
5.68 |
11.76 |
22.40 |
-10.34 |
-4.78 |
1.27 |
14.09 |
21.59 |
17.90 |
10.77 |
26.58 |
2.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Sharpe Ratio
|
Canada Life I... Moderate
|
NA |
1.86 |
1.22 |
1.12 |
0.88 |
NA |
NA |
0.91 |
NA |
NA |
NA |
NA |
0.67 |
1.86 |
2.58 |
-0.32 |
2.35 |
-0.11 |
-0.80 |
0.50 |
2.27 |
2.36 |
0.34 |
1.07 |
2.79 |
-1.82 |
1.11 |
0.91 |
0.84 |
0.55 |
1.94 |
0.01 |
1.50 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
0.60 |
0.95 |
0.80 |
0.65 |
NA |
NA |
0.45 |
0.51 |
1.67 |
1.73 |
-0.82 |
2.17 |
0.53 |
2.39 |
-0.35 |
3.16 |
0.89 |
0.08 |
1.19 |
2.90 |
1.25 |
0.08 |
0.82 |
0.97 |
-0.92 |
0.14 |
1.22 |
0.24 |
0.88 |
1.63 |
-0.90 |
-0.68 |
-0.60 |
0.97 |
1.23 |
1.61 |
1.62 |
4.31 |
-0.19 |
0.90 |
0.57 |
1.91 |
-0.55 |
1.71 |
0.59 |
-0.01 |
0.30 |
1.47 |
-0.26 |
0.79 |
0.63 |
-1.30 |
1.17 |
-3.84 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
0.62 |
0.74 |
0.50 |
0.48 |
NA |
NA |
0.51 |
0.88 |
0.87 |
1.45 |
-1.22 |
1.32 |
0.70 |
2.77 |
-0.87 |
3.75 |
0.83 |
-0.26 |
1.01 |
2.16 |
1.23 |
0.01 |
1.18 |
1.12 |
-0.98 |
0.39 |
1.34 |
0.49 |
1.49 |
2.09 |
-0.75 |
-0.59 |
-0.24 |
1.06 |
1.56 |
1.56 |
0.91 |
4.18 |
4.60 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Standard Deviation(%)
|
Canada Life I... Moderate
|
NA |
10.70 |
8.07 |
7.44 |
7.27 |
NA |
NA |
7.90 |
NA |
NA |
NA |
NA |
11.05 |
9.58 |
4.15 |
7.79 |
4.95 |
5.23 |
6.79 |
6.85 |
6.42 |
5.28 |
12.29 |
14.63 |
7.06 |
3.37 |
10.10 |
7.68 |
6.71 |
8.67 |
7.48 |
6.99 |
4.37 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
19.74 |
17.13 |
17.38 |
18.46 |
NA |
NA |
18.09 |
23.24 |
12.67 |
13.09 |
24.19 |
13.11 |
34.69 |
12.48 |
17.11 |
6.68 |
13.11 |
15.51 |
11.39 |
11.07 |
12.74 |
23.36 |
18.07 |
27.22 |
40.99 |
16.02 |
10.04 |
10.29 |
11.10 |
17.04 |
25.96 |
21.55 |
22.20 |
18.17 |
20.48 |
18.21 |
11.77 |
7.77 |
9.92 |
8.83 |
9.93 |
14.69 |
16.06 |
13.09 |
17.07 |
33.80 |
16.55 |
11.67 |
12.80 |
13.62 |
18.09 |
14.61 |
16.53 |
23.80 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
10.45 |
10.08 |
10.06 |
10.41 |
NA |
NA |
11.48 |
11.95 |
7.69 |
8.26 |
14.34 |
7.62 |
19.08 |
6.43 |
8.81 |
3.80 |
8.31 |
8.51 |
6.28 |
6.80 |
7.99 |
14.68 |
11.10 |
18.01 |
27.95 |
10.37 |
7.43 |
6.96 |
7.25 |
10.38 |
15.37 |
12.42 |
12.30 |
10.07 |
11.65 |
9.10 |
7.74 |
5.41 |
15.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Draw Down(%)
|
Canada Life I... Moderate
|
NA |
7.25 |
11.24 |
11.24 |
14.07 |
NA |
NA |
14.07 |
NA |
NA |
NA |
NA |
7.25 |
11.24 |
1.88 |
9.05 |
4.16 |
6.09 |
9.76 |
5.43 |
4.41 |
1.79 |
12.37 |
11.07 |
4.03 |
5.67 |
7.55 |
9.20 |
5.61 |
8.30 |
7.39 |
7.08 |
2.12 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
18.76 |
18.76 |
24.59 |
33.83 |
NA |
NA |
55.25 |
18.76 |
8.45 |
9.97 |
24.59 |
5.14 |
33.83 |
6.63 |
19.40 |
2.60 |
10.29 |
12.05 |
7.30 |
5.59 |
9.60 |
18.71 |
15.66 |
27.17 |
47.73 |
9.88 |
7.47 |
7.01 |
7.47 |
13.79 |
33.02 |
29.18 |
16.55 |
11.81 |
19.20 |
10.79 |
7.45 |
2.50 |
8.48 |
4.84 |
5.63 |
5.57 |
19.19 |
7.35 |
7.24 |
33.08 |
11.63 |
7.51 |
10.58 |
7.02 |
13.21 |
15.61 |
16.03 |
2.40 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
9.62 |
12.88 |
22.29 |
22.43 |
NA |
NA |
41.18 |
9.62 |
4.17 |
8.15 |
21.74 |
3.53 |
22.43 |
3.12 |
11.47 |
1.14 |
6.20 |
8.34 |
4.70 |
5.67 |
6.27 |
12.90 |
8.64 |
19.61 |
36.81 |
6.11 |
6.13 |
4.74 |
5.89 |
8.91 |
20.06 |
17.93 |
8.77 |
6.26 |
11.99 |
6.02 |
4.75 |
1.82 |
1.89 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Yield(%)
|
Canada Life I... Moderate
|
NA |
4.83 |
3.81 |
2.70 |
2.92 |
NA |
NA |
3.13 |
NA |
NA |
NA |
NA |
0.17 |
5.62 |
4.11 |
2.32 |
0.47 |
2.67 |
6.17 |
3.68 |
1.18 |
2.49 |
1.64 |
2.71 |
2.68 |
1.38 |
4.96 |
4.42 |
2.58 |
2.23 |
3.23 |
3.31 |
4.63 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VSMGX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Data as of 04/30/2021, AR inception is 12/31/2000
