| Stocks | Bonds | Real estate | Monetary | ||
| Quarterly market performance | Q1 | −4.8% | 0.1% | 11.0% | 0.3% |
| Q2 | −4.7% | 0.0% | −1.4% | 0.4% | |
| Q3 | −0.9% | −2.2% | −7.3% | 0.4% | |
| Q4 | −7.6% | 0.1% | −4.3% | 0.5% | |
| Portfolio profile (P) | End of 2021 | 23.0% | 61.0% | 11.% | 5.0% |
| Q1 | 21.9% | 60.9% | 12.2% | 5.0% | |
| Q2 | 21.1% | 61.7% | 12.2% | 5.1% | |
| Q3 | 21.4% | 61.8% | 11.5% | 5.2% | |
| Q4 | 20.2% | 63.2% | 11.3% | 5.4% | |
| Portfolio profile (P’) | End of 2021 | 25.0% | 59.0% | 11.0% | 5.0% |
| Q1 | 23.8% | 59.0% | 12.2% | 5.0% | |
| Q2 | 23.0% | 59.8% | 12.2% | 5.1% | |
| Q3 | 23.3% | 59.9% | 11.6% | 5.2% | |
| Q4 | 22.0% | 61.3% | 11.3% | 5.4% | |
| Portfolio profile (P’’) | End of 2021 | 18.0% | 66.% | 9.% | 7.0% |
| Q1 | 17.1% | 65.9% | 10.0% | 7.0% | |
| Q2 | 16.4% | 66.5% | 9.9% | 7.1% | |
| Q3 | 16.7% | 66.6% | 9.4% | 7.3% | |
| Q4 | 15.6% | 67.8% | 9.1% | 7.4% |