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RRSPDividend

Last updated Mar 18, 2023

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


0.00%5.00%10.00%15.00%20.00%NovemberDecember2023FebruaryMarch
9.21%
6.48%
RRSPDividend
Benchmark (^GSPC)
Portfolio components

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 monthYear-To-Date6 months1 year5 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%
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%

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 RRSPDividend Sharpe ratio is 0.15. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.50NovemberDecember2023FebruaryMarch
0.15
-0.43
RRSPDividend
Benchmark (^GSPC)
Portfolio components

Dividends

RRSPDividend granted a 4.47% dividend yield in the last twelve months.


PeriodTTM20222021202020192018201720162015201420132012

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2023FebruaryMarch
-7.91%
-18.34%
RRSPDividend
Benchmark (^GSPC)
Portfolio components

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, 202044Mar 23, 2020162Nov 10, 2020206
-14.96%Sep 24, 201864Dec 24, 201859Mar 21, 2019123
-12.97%Jan 12, 2022109Jun 17, 2022101Nov 10, 2022210
-7.91%Feb 3, 202330Mar 17, 2023
-5.4%Apr 24, 201927May 31, 201914Jun 20, 201941
-5.27%Jul 30, 201912Aug 14, 20195Aug 21, 201917
-5.19%Jan 15, 202110Jan 29, 20216Feb 8, 202116
-4.8%Nov 8, 202117Dec 1, 202119Dec 29, 202136
-4.75%Dec 2, 202212Dec 19, 202212Jan 6, 202324
-4.21%Aug 17, 202125Sep 21, 202120Oct 19, 202145

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.


10.00%15.00%20.00%25.00%30.00%35.00%NovemberDecember2023FebruaryMarch
16.88%
21.17%
RRSPDividend
Benchmark (^GSPC)
Portfolio components