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

RRSP Investments 2024

Currency in USD · Last updated May 15, 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 Class A		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

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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 20243.65%20.51%4.10%41.01%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%
GOOGL
Alphabet Inc Class A		-12.54%3.96%-7.34%-2.45%19.42%19.84%
IBIT
iShares Bitcoin Trust		10.73%21.67%15.09%67.49%N/AN/A
META
Meta Platforms, Inc.		12.71%24.06%13.88%40.25%25.84%23.54%
MSFT
Microsoft Corporation		7.67%16.79%6.95%9.56%20.98%27.00%
MSTR
MicroStrategy Incorporated		43.90%33.81%26.91%221.16%105.42%37.11%
NVDA
NVIDIA Corporation		0.79%22.25%-7.46%48.19%74.49%74.86%
SMH
VanEck Vectors Semiconductor ETF		2.40%23.00%0.59%9.69%31.50%25.60%
TSLA
Tesla, Inc.		-13.91%37.78%5.28%95.82%45.74%35.66%
*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
20253.30%-9.23%-7.31%4.62%13.98%3.65%
20241.12%23.27%15.94%-7.13%12.64%5.61%0.09%-3.37%6.64%4.88%14.96%-1.84%94.91%

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
SMH
VanEck Vectors Semiconductor ETF

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of RRSP Investments 2024 is 75, 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 7575
Overall Rank
The Sharpe Ratio Rank of RRSP Investments 2024 is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of RRSP Investments 2024 is 7979
Sortino Ratio Rank
The Omega Ratio Rank of RRSP Investments 2024 is 7575
Omega Ratio Rank
The Calmar Ratio Rank of RRSP Investments 2024 is 8181
Calmar Ratio Rank
The Martin Ratio Rank of RRSP Investments 2024 is 6868
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
GOOGL
Alphabet Inc Class A		-0.120.141.02-0.06-0.13
IBIT
iShares Bitcoin Trust		1.061.831.222.244.89
META
Meta Platforms, Inc.		1.021.731.231.213.76
MSFT
Microsoft Corporation		0.300.761.100.430.96
MSTR
MicroStrategy Incorporated		1.812.901.344.719.78
NVDA
NVIDIA Corporation		0.721.431.181.353.33
SMH
VanEck Vectors Semiconductor ETF		0.150.671.090.320.76
TSLA
Tesla, Inc.		1.392.171.261.904.22

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 2024 Sharpe ratios as of May 15, 2025 (values are recalculated daily):

  • 1-Year: 0.99
  • All Time: 1.92

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 falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of RRSP Investments 2024 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 2024 provided a 0.29% dividend yield over the last twelve months.

TTM20242023202220212020201920182017201620152014
Portfolio0.29%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		0.48%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%
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%
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.		0.31%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		0.88%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%0.03%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		0.43%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.

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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 30.93%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current RRSP Investments 2024 drawdown is 5.98%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-30.93%Dec 17, 202476Apr 8, 2025———
-17.83%Jul 17, 202416Aug 7, 202447Oct 14, 202463
-11.09%Mar 26, 202418Apr 19, 202418May 15, 202436
-6.07%Nov 21, 20244Nov 26, 20245Dec 4, 20249
-5.69%Mar 14, 20244Mar 19, 20244Mar 25, 20248

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 10 assets, with an effective number of assets of 7.95, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
^GSPCIBITAAPLMSTRTSLAMETAGOOGLNVDAAMZNMSFTSMHPortfolio
^GSPC1.000.360.550.430.570.620.610.670.690.740.800.77
IBIT0.361.000.120.760.360.220.250.260.270.230.310.65
AAPL0.550.121.000.160.420.300.440.260.400.460.360.39
MSTR0.430.760.161.000.350.300.320.350.330.290.410.78
TSLA0.570.360.420.351.000.360.430.350.460.450.460.58
META0.620.220.300.300.361.000.540.510.640.620.550.57
GOOGL0.610.250.440.320.430.541.000.410.630.630.490.59
NVDA0.670.260.260.350.350.510.411.000.510.560.860.73
AMZN0.690.270.400.330.460.640.630.511.000.720.560.64
MSFT0.740.230.460.290.450.620.630.560.721.000.640.64
SMH0.800.310.360.410.460.550.490.860.560.641.000.80
Portfolio0.770.650.390.780.580.570.590.730.640.640.801.00
The correlation results are calculated based on daily price changes starting from Jan 12, 2024