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RRSPGrowth

Last updated Mar 22, 2023

RRSP Growth

Expense Ratio

0.03%

Dividend Yield

0.56%

Asset Allocation


QQQM 20%AAPL 20%AMZN 20%GOOG 20%MSFT 20%EquityEquity

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


-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%NovemberDecember2023FebruaryMarch
9.82%
13.98%
RRSPGrowth
Benchmark (^GSPC)
Portfolio components

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 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)
Benchmark-1.87%4.25%2.64%-10.31%5.54%5.54%
RRSPGrowth5.87%18.77%1.18%-16.17%3.93%3.93%
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%

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 RRSPGrowth Sharpe ratio is -0.47. 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.


-1.00-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.47
-0.44
RRSPGrowth
Benchmark (^GSPC)
Portfolio components

Dividends

RRSPGrowth granted a 0.56% dividend yield in the last twelve months.


PeriodTTM20222021202020192018201720162015201420132012

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.


-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%NovemberDecember2023FebruaryMarch
-23.97%
-16.55%
RRSPGrowth
Benchmark (^GSPC)
Portfolio components

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, 2021258Jan 5, 2023
-8.92%Feb 8, 202120Mar 8, 202121Apr 7, 202141
-8.37%Sep 8, 202119Oct 4, 202118Oct 28, 202137
-7.44%Apr 30, 20219May 12, 202122Jun 14, 202131
-7.41%Oct 14, 202014Nov 2, 20203Nov 5, 202017
-4.76%Dec 13, 20216Dec 20, 20214Dec 27, 202110
-4.6%Nov 22, 20219Dec 3, 20213Dec 8, 202112
-4.33%Dec 29, 20206Jan 6, 20219Jan 20, 202115
-4.23%Nov 6, 20203Nov 10, 202014Dec 1, 202017
-4.03%Jan 27, 20213Jan 29, 20213Feb 3, 20216

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.


10.00%20.00%30.00%40.00%50.00%60.00%NovemberDecember2023FebruaryMarch
27.70%
22.09%
RRSPGrowth
Benchmark (^GSPC)
Portfolio components