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RRSP Investments 2024
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

RRSP Investments 2024

Last updated Apr 20, 2025

Asset Allocation

IBIT 8.96%SMH 24.65%NVDA 10.86%GOOGL 9.75%MSTR 9.42%MSFT 8.29%AAPL 7.65%AMZN 7.48%META 7%TSLA 5.94%CryptocurrencyCryptocurrencyEquityEquity
PositionCategory/SectorTarget Weight
AAPL
Apple Inc		Technology
7.65%
AMZN
Amazon.com, Inc.		Consumer Cyclical
7.48%
GOOGL
Alphabet Inc.		Communication Services
9.75%
IBIT
iShares Bitcoin Trust		Blockchain
8.96%
META
Meta Platforms, Inc.		Communication Services
7%
MSFT
Microsoft Corporation		Technology
8.29%
MSTR
MicroStrategy Incorporated		Technology
9.42%
NVDA
NVIDIA Corporation		Technology
10.86%
SMH
VanEck Vectors Semiconductor ETF		Technology Equities
24.65%
TSLA
Tesla, Inc.		Consumer Cyclical
5.94%

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in RRSP Investments 2024, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced every 3 months.

0.00%20.00%40.00%60.00%80.00%100.00%120.00%NovemberDecember2025FebruaryMarchApril
70.31%
10.51%
RRSP Investments 2024
Benchmark (^GSPC)
Portfolio components

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		-10.18%-6.71%-9.92%6.35%13.40%9.65%
RRSP Investments 2024-12.53%-5.54%0.19%37.63%N/AN/A
Portfolio components:
AAPL
Apple Inc		-21.25%-8.00%-15.99%19.95%24.08%21.30%
AMZN
Amazon.com, Inc.		-21.32%-11.46%-8.67%-1.16%7.62%24.45%
GOOGL
Alphabet Inc.		-20.06%-7.15%-7.29%-1.43%19.29%18.71%
IBIT
iShares Bitcoin Trust		-9.03%0.86%23.52%31.61%N/AN/A
META
Meta Platforms, Inc.		-14.28%-14.42%-12.86%4.62%23.18%19.59%
MSFT
Microsoft Corporation		-12.57%-4.93%-11.70%-7.15%17.08%25.86%
MSTR
MicroStrategy Incorporated		9.52%5.01%46.95%170.16%90.74%33.61%
NVDA
NVIDIA Corporation		-24.42%-14.38%-26.44%33.22%70.28%69.14%
SMH
VanEck Vectors Semiconductor ETF		-20.50%-15.20%-23.11%-2.92%25.33%22.43%
TSLA
Tesla, Inc.		-40.23%2.16%9.37%64.14%37.28%32.46%
*Annualized

Monthly Returns

The table below presents the monthly returns of RRSP Investments 2024, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.16%-12.12%-3.86%-1.55%-12.53%
20241.12%23.27%14.27%-11.88%16.64%3.91%0.73%-4.36%7.65%9.78%20.69%-6.85%94.71%

Expense Ratio

RRSP Investments 2024 has an expense ratio of 0.11%, 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
Expense ratio chart for IBIT: current value is 0.25%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
IBIT: 0.25%
SMH
VanEck Vectors Semiconductor ETF
Expense ratio chart for SMH: current value is 0.35%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
SMH: 0.35%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of RRSP Investments 2024 is 55, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of RRSP Investments 2024 is 5555
Overall Rank
The Sharpe Ratio Rank of RRSP Investments 2024 is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of RRSP Investments 2024 is 6161
Sortino Ratio Rank
The Omega Ratio Rank of RRSP Investments 2024 is 5555
Omega Ratio Rank
The Calmar Ratio Rank of RRSP Investments 2024 is 6060
Calmar Ratio Rank
The Martin Ratio Rank of RRSP Investments 2024 is 4747
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.

Sharpe ratio
The chart of Sharpe ratio for Portfolio, currently valued at 0.64, compared to the broader market-4.00-2.000.002.00
Portfolio: 0.64
^GSPC: 0.24
The chart of Sortino ratio for Portfolio, currently valued at 1.20, compared to the broader market-6.00-4.00-2.000.002.004.00
Portfolio: 1.20
^GSPC: 0.47
The chart of Omega ratio for Portfolio, currently valued at 1.14, compared to the broader market0.400.600.801.001.201.401.60
Portfolio: 1.14
^GSPC: 1.07
The chart of Calmar ratio for Portfolio, currently valued at 0.89, compared to the broader market0.001.002.003.004.005.006.00
Portfolio: 0.89
^GSPC: 0.24
The chart of Martin ratio for Portfolio, currently valued at 2.77, compared to the broader market0.005.0010.0015.0020.00
Portfolio: 2.77
^GSPC: 1.08
Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
AAPL
Apple Inc		0.520.951.140.502.03
AMZN
Amazon.com, Inc.		-0.18-0.021.00-0.20-0.58
GOOGL
Alphabet Inc.		-0.050.151.02-0.05-0.13
IBIT
iShares Bitcoin Trust		0.641.261.141.242.75
META
Meta Platforms, Inc.		0.020.291.040.020.07
MSFT
Microsoft Corporation		-0.43-0.460.94-0.45-1.04
MSTR
MicroStrategy Incorporated		1.482.341.273.076.51
NVDA
NVIDIA Corporation		0.270.791.100.441.20
SMH
VanEck Vectors Semiconductor ETF		-0.27-0.110.99-0.33-0.84
TSLA
Tesla, Inc.		0.731.551.181.002.47

The current RRSP Investments 2024 Sharpe ratio is 0.45. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 0.21 to 0.77, this portfolio's current Sharpe ratio lies between the 25th and 75th percentiles. This indicates that the its risk-adjusted performance is in line with the majority of portfolios. This suggests a balanced approach to risk and return, which might be suitable for a broad range of investors.

Use the chart below to compare the Sharpe ratio of RRSP Investments 2024 with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.00Jan 19Jan 26Feb 02Feb 09Feb 16Feb 23Mar 02Mar 09Mar 16Mar 23Mar 30Apr 06Apr 13
0.64
0.24
RRSP Investments 2024
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

RRSP Investments 2024 provided a 0.33% dividend yield over the last twelve months.

TTM20242023202220212020201920182017201620152014
Portfolio0.33%0.26%0.25%0.44%0.23%0.31%0.58%0.79%0.65%0.59%1.00%0.80%
Portfolio components:
AAPL
Apple Inc		0.51%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%
GOOGL
Alphabet Inc.		0.53%0.32%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%
META
Meta Platforms, Inc.		0.40%0.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MSFT
Microsoft Corporation		0.86%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%
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%
NVDA
NVIDIA Corporation		0.03%0.02%0.03%0.11%0.05%0.12%0.27%0.46%0.29%0.45%1.20%1.70%
SMH
VanEck Vectors Semiconductor ETF		0.56%0.44%0.60%1.18%0.51%0.69%1.50%1.88%1.43%0.80%2.14%1.16%
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%

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.

-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-24.22%
-14.02%
RRSP Investments 2024
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the RRSP Investments 2024. 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 2024 was 33.34%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current RRSP Investments 2024 drawdown is 25.07%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.34%Nov 21, 202493Apr 8, 2025———
-18.8%Jul 17, 202416Aug 7, 202443Oct 8, 202459
-15.81%Mar 26, 202426May 1, 202413May 20, 202439
-6.55%Oct 30, 20244Nov 4, 20242Nov 6, 20246
-5.78%Jun 18, 20244Jun 24, 202411Jul 10, 202415

Volatility

Volatility Chart

The current RRSP Investments 2024 volatility is 23.34%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
23.34%
13.60%
RRSP Investments 2024
Benchmark (^GSPC)
Portfolio components

Diversification

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
IBITAAPLMSTRTSLAMETANVDAGOOGLAMZNMSFTSMH
IBIT1.000.110.760.360.220.270.260.260.240.31
AAPL0.111.000.170.410.290.250.430.380.450.35
MSTR0.760.171.000.350.300.360.320.330.290.42
TSLA0.360.410.351.000.330.320.410.440.430.44
META0.220.290.300.331.000.480.530.630.600.53
NVDA0.270.250.360.320.481.000.390.500.540.86
GOOGL0.260.430.320.410.530.391.000.630.620.48
AMZN0.260.380.330.440.630.500.631.000.720.54
MSFT0.240.450.290.430.600.540.620.721.000.63
SMH0.310.350.420.440.530.860.480.540.631.00
The correlation results are calculated based on daily price changes starting from Jan 12, 2024
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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