Performance

Calm. Clarity. Discipline.

We carry the weight so you don't have to, through a structured, disciplined approach to managing your wealth built around your goals and your life.

At Goodreid, we believe in transparency. We use a peer benchmark — the Morningstar Global Equity Balanced Category Average — to provide a relative comparison of our performance. How does your manager stack up against their peers?

North American Balanced Portfolio Composite

About the Composite

While we manage customized and segregated client portfolios, this composite is an aggregation of all Goodreid managed client portfolios where the Investment Policy Statement allocates the portfolio across multiple asset classes: Canadian equities, U.S. equities, Canadian fixed income, and preferred shares. The objective is to build a broadly diversified portfolio for long-term investors who value a mix of both income and capital investments.

Results

Performance vs. Benchmark Index as of June 30, 2026

A $1,000,000 investment in the Goodreid North American Balanced Portfolio Composite compared to the Morningstar Global Equity Balanced Category Average over the same period.

10-Year Annualized

11.5%

vs. 8.1% benchmark

Growth of $1M Invested 10 Years Ago

$2.72M

vs. $2.06M benchmark

10-Year Added Value

+3.4%

annualized over benchmark

Growth of $1,000,000 — 10 years to June 30, 2026

Line chart showing growth of one million dollars over ten years to June 30, 2026: the Goodreid North American Balanced Portfolio Composite reaches $2,717,274 versus $2,063,943 for the Morningstar Global Equity Balanced Category Average. — Growth of $1,000,000 invested 10 years ago, net of fees (CAD).

Annual Calendar Performance — at a glance

The year-by-year record, including down markets — where discipline shows.

Bar chart of annual calendar performance, 2016 to 2026 year-to-date: the Goodreid Balanced Composite versus the Morningstar Global Equity Balanced Category Average. Goodreid outperformed in nine of eleven periods, including smaller losses in the down years 2018 (minus 2.4 percent versus minus 4.6 percent) and 2022 (minus 5.9 percent versus minus 11.3 percent). — Calendar-year returns, net of fees (CAD). Detailed figures in the tables below.

Annual Compound Performance

Period	Goodreid Balanced Composite (CAD)	Category Avg. (CAD)*	Added Value
3 Mo	10.7%	10.4%	+0.3%
1 Year	24.4%	18.7%	+5.7%
3 Year	19.1%	14.7%	+4.4%
5 Year	13.0%	8.3%	+4.7%
10 Year	11.5%	8.1%	+3.4%

Annual Calendar Performance

Year	Goodreid Balanced Composite (CAD)	Category Avg. (CAD)*	Added Value
2026 YTD	10.7%	10.0%	+0.7%
2025	17.2%	12.2%	+5.0%
2024	21.0%	16.7%	+4.3%
2023	15.6%	11.4%	+4.2%
2022	-5.9%	-11.3%	+5.4%
2021	21.3%	12.6%	+8.7%
2020	6.7%	8.0%	-1.3%
2019	14.0%	14.8%	-0.8%
2018	-2.4%	-4.6%	+2.2%
2017	10.5%	9.0%	+1.5%
2016	7.2%	4.9%	+2.3%

Composite inception date: January 1, 2001. Performance is net of investment management fees. There is no minimum asset level for inclusion in the Composite, and no use of sub-advisors. Past performance is not necessarily indicative of future results. *Peer benchmark index used: Morningstar Global Equity Balanced Category Average.

Want the full picture? Download our complete performance report here.