RRSPDividend
RRSP Dividend
Expense Ratio
- 0.01%
Dividend Yield
- 4.47%
Asset Allocation
Performance
The chart shows the growth of $10,000 invested in RRSPDividend in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $16,948 for a total return of roughly 69.48%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 18, 2023, the RRSPDividend returned -2.94% Year-To-Date and 12.27% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -5.31% | 2.01% | 0.39% | -10.12% | 7.12% | 7.12% |
| RRSPDividend | -7.35% | -2.94% | 4.78% | 2.68% | 12.27% | 12.27% |
| Portfolio components: | ||||||
SCHD Schwab US Dividend Equity ETF | -8.59% | -6.66% | 0.87% | -6.30% | 10.28% | 10.28% |
JNJ Johnson & Johnson | -5.29% | -13.12% | -6.43% | -10.32% | 5.63% | 5.63% |
ABBV AbbVie Inc. | 1.07% | -3.67% | 10.36% | 2.59% | 15.86% | 15.86% |
XOM Exxon Mobil Corporation | -14.24% | -8.79% | 6.97% | 34.51% | 10.67% | 10.67% |
TGT Target Corporation | -6.90% | 7.59% | -2.21% | -24.37% | 17.05% | 17.05% |
T AT&T Inc. | -5.33% | -0.10% | 11.69% | 9.87% | 1.36% | 1.36% |
PRS Prudential Financial, Inc. | -2.82% | -0.16% | 1.40% | 0.14% | 4.61% | 4.61% |
SBUX Starbucks Corporation | -8.59% | -0.01% | 8.18% | 15.59% | 16.96% | 16.96% |
LOW Lowe's Companies, Inc. | -7.67% | -0.43% | 4.40% | -12.94% | 16.75% | 16.75% |
PEP PepsiCo, Inc. | 0.31% | -2.41% | 6.95% | 12.62% | 13.59% | 13.59% |
JPM JPMorgan Chase & Co. | -12.14% | -5.49% | 8.49% | -6.10% | 5.10% | 5.10% |
| Returns over 1 year are annualized | ||||||
Dividends
RRSPDividend granted a 4.47% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 4.47% | 3.62% | 4.00% | 4.54% | 4.09% | 4.41% | 3.52% | 3.60% | 3.99% | 3.83% | 3.80% | 3.99% |
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 RRSPDividend. 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 RRSPDividend is 33.69%, recorded on Mar 23, 2020. It took 162 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.69% | Jan 21, 2020 | 44 | Mar 23, 2020 | 162 | Nov 10, 2020 | 206 |
| -14.96% | Sep 24, 2018 | 64 | Dec 24, 2018 | 59 | Mar 21, 2019 | 123 |
| -12.97% | Jan 12, 2022 | 109 | Jun 17, 2022 | 101 | Nov 10, 2022 | 210 |
| -7.91% | Feb 3, 2023 | 30 | Mar 17, 2023 | — | — | — |
| -5.4% | Apr 24, 2019 | 27 | May 31, 2019 | 14 | Jun 20, 2019 | 41 |
| -5.27% | Jul 30, 2019 | 12 | Aug 14, 2019 | 5 | Aug 21, 2019 | 17 |
| -5.19% | Jan 15, 2021 | 10 | Jan 29, 2021 | 6 | Feb 8, 2021 | 16 |
| -4.8% | Nov 8, 2021 | 17 | Dec 1, 2021 | 19 | Dec 29, 2021 | 36 |
| -4.75% | Dec 2, 2022 | 12 | Dec 19, 2022 | 12 | Jan 6, 2023 | 24 |
| -4.21% | Aug 17, 2021 | 25 | Sep 21, 2021 | 20 | Oct 19, 2021 | 45 |
Volatility Chart
Current RRSPDividend volatility is 23.03%. 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.