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RRSP Investments 2025
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

RRSP Investments 2025

Currency in USD · Last updated May 15, 2025

Asset Allocation

IBIT 10%MSTR 10%TSM 8.96%AAPL 8.88%AMZN 8.88%MSFT 8.88%GOOGL 8.88%META 8.88%NVDA 8.88%TSLA 8.88%AVGO 8.88%CryptocurrencyCryptocurrencyEquityEquity
PositionCategory/SectorTarget Weight
AAPL
Apple Inc		Technology
8.88%
AMZN
Amazon.com, Inc.		Consumer Cyclical
8.88%
AVGO
Broadcom Inc.		Technology
8.88%
GOOGL
Alphabet Inc Class A		Communication Services
8.88%
IBIT
iShares Bitcoin Trust		Blockchain
10%
META
Meta Platforms, Inc.		Communication Services
8.88%
MSFT
Microsoft Corporation		Technology
8.88%
MSTR
MicroStrategy Incorporated		Technology
10%
NVDA
NVIDIA Corporation		Technology
8.88%
TSLA
Tesla, Inc.		Consumer Cyclical
8.88%
TSM
Taiwan Semiconductor Manufacturing Company Limited		Technology
8.96%

Performance

Performance Chart

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The earliest data available for this chart is Jan 11, 2024, corresponding to the inception date of IBIT

Returns By Period

YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500		0.19%9.00%-1.55%12.31%15.59%10.78%
RRSP Investments 20253.38%21.70%8.27%53.33%N/AN/A
Portfolio components:
AAPL
Apple Inc		-15.01%4.98%-5.45%13.81%23.31%22.15%
AMZN
Amazon.com, Inc.		-4.17%15.45%-1.80%12.39%11.83%25.80%
MSFT
Microsoft Corporation		7.67%16.79%6.95%9.56%20.98%27.00%
GOOGL
Alphabet Inc Class A		-12.54%3.96%-7.34%-2.45%19.42%19.84%
META
Meta Platforms, Inc.		12.71%24.06%13.88%40.25%25.84%23.54%
NVDA
NVIDIA Corporation		0.79%22.25%-7.46%48.19%74.49%74.86%
TSLA
Tesla, Inc.		-13.91%37.78%5.28%95.82%45.74%35.66%
MSTR
MicroStrategy Incorporated		43.90%33.81%26.91%221.16%105.42%37.11%
IBIT
iShares Bitcoin Trust		10.73%21.67%15.09%67.49%N/AN/A
AVGO
Broadcom Inc.		0.42%30.14%34.49%70.26%59.18%37.22%
TSM
Taiwan Semiconductor Manufacturing Company Limited		-1.00%24.97%5.08%29.97%33.93%26.34%
*Annualized

Monthly Returns

The table below presents the monthly returns of RRSP Investments 2025, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.99%-11.42%-7.58%6.41%14.11%3.38%
20240.29%23.39%15.47%-6.56%10.60%7.07%1.74%-2.90%8.24%5.89%16.18%1.96%112.09%

Expense Ratio

RRSP Investments 2025 has an expense ratio of 0.02%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

IBIT
iShares Bitcoin Trust

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 85, RRSP Investments 2025 is among the top 15% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of RRSP Investments 2025 is 8585
Overall Rank
The Sharpe Ratio Rank of RRSP Investments 2025 is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of RRSP Investments 2025 is 8787
Sortino Ratio Rank
The Omega Ratio Rank of RRSP Investments 2025 is 8585
Omega Ratio Rank
The Calmar Ratio Rank of RRSP Investments 2025 is 8787
Calmar Ratio Rank
The Martin Ratio Rank of RRSP Investments 2025 is 7979
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
AAPL
Apple Inc		0.380.851.120.441.44
AMZN
Amazon.com, Inc.		0.380.761.100.411.09
MSFT
Microsoft Corporation		0.300.761.100.430.96
GOOGL
Alphabet Inc Class A		-0.120.141.02-0.06-0.13
META
Meta Platforms, Inc.		1.021.731.231.213.76
NVDA
NVIDIA Corporation		0.721.431.181.353.33
TSLA
Tesla, Inc.		1.392.171.261.904.22
MSTR
MicroStrategy Incorporated		1.812.901.344.719.78
IBIT
iShares Bitcoin Trust		1.061.831.222.244.89
AVGO
Broadcom Inc.		1.021.951.261.845.08
TSM
Taiwan Semiconductor Manufacturing Company Limited		0.581.281.160.952.53

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

RRSP Investments 2025 Sharpe ratios as of May 15, 2025 (values are recalculated daily):

  • 1-Year: 1.30
  • All Time: 2.20

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.55 to 1.04, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of RRSP Investments 2025 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.

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Dividends

Dividend yield

RRSP Investments 2025 provided a 0.39% dividend yield over the last twelve months.

TTM20242023202220212020201920182017201620152014
Portfolio0.39%0.35%0.42%0.66%0.45%0.56%0.85%0.94%0.69%0.78%0.81%0.79%
Portfolio components:
AAPL
Apple Inc		0.48%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%
AMZN
Amazon.com, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MSFT
Microsoft Corporation		0.88%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%
GOOGL
Alphabet Inc Class A		0.48%0.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
META
Meta Platforms, Inc.		0.31%0.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NVDA
NVIDIA Corporation		0.03%0.03%0.03%0.11%0.05%0.12%0.27%0.46%0.29%0.45%1.20%1.70%
TSLA
Tesla, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MSTR
MicroStrategy Incorporated		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IBIT
iShares Bitcoin Trust		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AVGO
Broadcom Inc.		0.96%0.94%1.71%3.02%2.24%3.05%3.54%3.11%1.87%1.43%1.13%1.22%
TSM
Taiwan Semiconductor Manufacturing Company Limited		1.26%1.18%1.78%2.48%1.56%1.58%3.49%3.55%2.32%2.61%2.54%1.79%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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Worst Drawdowns

The table below displays the maximum drawdowns of the RRSP Investments 2025. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the RRSP Investments 2025 was 32.24%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current RRSP Investments 2025 drawdown is 6.88%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.24%Dec 17, 202476Apr 8, 2025———
-16.46%Jul 17, 202416Aug 7, 202443Oct 8, 202459
-10.92%Apr 12, 20246Apr 19, 202418May 15, 202424
-6.36%Mar 5, 20241Mar 5, 20242Mar 7, 20243
-6.14%Nov 21, 20244Nov 26, 20245Dec 4, 20249

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 11 assets, with an effective number of assets of 10.98, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
^GSPCIBITAAPLMSTRTSLAGOOGLMETATSMNVDAAVGOAMZNMSFTPortfolio
^GSPC1.000.360.550.430.570.610.620.630.670.700.690.740.76
IBIT0.361.000.120.760.360.250.220.230.260.240.270.230.66
AAPL0.550.121.000.160.420.440.300.270.260.340.400.460.40
MSTR0.430.760.161.000.350.320.300.330.350.290.330.290.78
TSLA0.570.360.420.351.000.430.360.370.350.460.460.450.63
GOOGL0.610.250.440.320.431.000.540.370.410.450.630.630.58
META0.620.220.300.300.360.541.000.530.510.540.640.620.58
TSM0.630.230.270.330.370.370.531.000.690.710.470.520.65
NVDA0.670.260.260.350.350.410.510.691.000.690.510.560.67
AVGO0.700.240.340.290.460.450.540.710.691.000.560.610.67
AMZN0.690.270.400.330.460.630.640.470.510.561.000.720.64
MSFT0.740.230.460.290.450.630.620.520.560.610.721.000.63
Portfolio0.760.660.400.780.630.580.580.650.670.670.640.631.00
The correlation results are calculated based on daily price changes starting from Jan 12, 2024