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TFSA

Last updated Mar 21, 2023

TFSA portfolio

Expense Ratio

0.09%

Dividend Yield

2.84%

Asset Allocation


Performance

The chart shows the growth of $10,000 invested in TFSA in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $13,051 for a total return of roughly 30.51%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


-5.00%0.00%5.00%10.00%NovemberDecember2023FebruaryMarch
8.44%
7.42%
TFSA
Benchmark (^GSPC)
Portfolio components

Returns

As of Mar 21, 2023, the TFSA returned 11.34% Year-To-Date and 12.24% of annualized return in the last 10 years.


1 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)
Benchmark-3.13%2.92%2.02%-11.46%3.34%3.34%
TFSA-2.84%11.34%2.77%-3.74%12.24%12.24%
CTC.TO
Canadian Tire Corporation, Limited
-8.33%23.96%2.58%-4.11%21.03%21.03%
WCN.TO
Waste Connections, Inc.
1.10%3.35%-3.31%7.24%17.24%17.24%
RY.TO
Royal Bank of Canada
-7.38%1.98%3.73%-5.93%12.58%12.58%
FTS.TO
Fortis Inc.
3.07%7.12%3.19%-0.63%7.41%7.41%
QQC
Simplify Nasdaq 100 PLUS Convexity ETF
1.17%15.51%0.75%-18.97%-3.31%-3.31%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current TFSA Sharpe ratio is -0.26. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.80-0.60-0.40-0.200.000.20NovemberDecember2023FebruaryMarch
-0.26
-0.54
TFSA
Benchmark (^GSPC)
Portfolio components

Dividends

TFSA granted a 2.84% dividend yield in the last twelve months.


PeriodTTM20222021202020192018201720162015201420132012

Dividend yield

2.84%2.45%1.92%2.50%2.48%2.53%2.21%2.40%2.81%2.47%2.94%3.15%

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%NovemberDecember2023FebruaryMarch
-7.77%
-17.62%
TFSA
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the TFSA. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the TFSA is 18.68%, recorded on Oct 14, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-18.68%Apr 11, 2022133Oct 14, 2022
-6.32%Nov 16, 20217Nov 24, 202127Dec 31, 202134
-5.85%Sep 9, 202118Oct 4, 202120Nov 1, 202138
-5.72%Jan 4, 202240Mar 1, 202220Mar 29, 202260
-2.61%Feb 9, 202118Mar 4, 20213Mar 9, 202121
-2.53%Jan 25, 20215Jan 29, 20216Feb 8, 202111
-1.82%May 19, 20211May 19, 202112Jun 4, 202113
-1.75%Jun 17, 202112Jul 2, 20216Jul 12, 202118
-1.51%Jun 9, 20211Jun 9, 20215Jun 16, 20216
-1.43%Dec 17, 20203Dec 21, 202012Jan 8, 202115

Volatility Chart

Current TFSA volatility is 28.54%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%NovemberDecember2023FebruaryMarch
10.21%
20.82%
TFSA
Benchmark (^GSPC)
Portfolio components