RRSPGrowth
RRSP Growth
Expense Ratio
- 0.03%
Dividend Yield
- 0.56%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
QQQM Invesco NASDAQ 100 ETF | Large Cap Growth Equities | 20% |
AAPL Apple Inc. | Technology | 20% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 20% |
GOOG Alphabet Inc. | Communication Services | 20% |
MSFT Microsoft Corporation | Technology | 20% |
Performance
The chart shows the growth of $10,000 invested in RRSPGrowth in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $10,982 for a total return of roughly 9.82%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 22, 2023, the RRSPGrowth returned 18.77% Year-To-Date and 3.93% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -1.87% | 4.25% | 2.64% | -10.31% | 5.54% | 5.54% |
| RRSPGrowth | 5.87% | 18.77% | 1.18% | -16.17% | 3.93% | 3.93% |
| Portfolio components: | ||||||
QQQM Invesco NASDAQ 100 ETF | 3.20% | 16.74% | 7.05% | -10.89% | 2.86% | 2.86% |
AAPL Apple Inc. | 4.41% | 22.78% | 3.44% | -2.28% | 12.65% | 12.65% |
AMZN Amazon.com, Inc. | 3.51% | 19.77% | -19.29% | -37.61% | -19.85% | -19.85% |
GOOG Alphabet Inc. | 11.89% | 19.28% | 1.92% | -22.63% | 13.04% | 13.04% |
MSFT Microsoft Corporation | 6.09% | 14.45% | 12.56% | -7.98% | 9.87% | 9.87% |
| Returns over 1 year are annualized | ||||||
Dividends
RRSPGrowth granted a 0.56% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 0.56% | 0.52% | 0.32% | 0.35% | 0.46% | 0.73% | 0.70% | 0.93% | 0.94% | 0.94% | 1.09% | 0.99% |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the RRSPGrowth. 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 RRSPGrowth is 38.03%, recorded on Jan 5, 2023. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.03% | Dec 28, 2021 | 258 | Jan 5, 2023 | — | — | — |
| -8.92% | Feb 8, 2021 | 20 | Mar 8, 2021 | 21 | Apr 7, 2021 | 41 |
| -8.37% | Sep 8, 2021 | 19 | Oct 4, 2021 | 18 | Oct 28, 2021 | 37 |
| -7.44% | Apr 30, 2021 | 9 | May 12, 2021 | 22 | Jun 14, 2021 | 31 |
| -7.41% | Oct 14, 2020 | 14 | Nov 2, 2020 | 3 | Nov 5, 2020 | 17 |
| -4.76% | Dec 13, 2021 | 6 | Dec 20, 2021 | 4 | Dec 27, 2021 | 10 |
| -4.6% | Nov 22, 2021 | 9 | Dec 3, 2021 | 3 | Dec 8, 2021 | 12 |
| -4.33% | Dec 29, 2020 | 6 | Jan 6, 2021 | 9 | Jan 20, 2021 | 15 |
| -4.23% | Nov 6, 2020 | 3 | Nov 10, 2020 | 14 | Dec 1, 2020 | 17 |
| -4.03% | Jan 27, 2021 | 3 | Jan 29, 2021 | 3 | Feb 3, 2021 | 6 |
Volatility Chart
Current RRSPGrowth volatility is 20.70%. 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.