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Ash_RESP
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


S&P 500 Index

Transactions


DateTypeSymbolQuantityPrice
Jan 21, 2026SellVanguard All-Equity ETF Portfolio6.6817CA$55.23
Jan 21, 2026SelliShares Core S&P/TSX Capped Composite Index ETF10.581CA$52.44
Jan 21, 2026BuyiShares ESG Aware MSCI Emerging Markets Index ETF12.9681CA$28.55
Jan 21, 2026BuyiShares Core MSCI EAFE IMI Index ETF7.7407CA$47.83
Jan 21, 2026BuyBMO Equal Weight Global Gold Index ETF0.5645CA$325.71
Jan 15, 2026BuyiShares Core S&P/TSX Capped Composite Index ETF0.9476CA$52.76
Jan 15, 2026BuyVanguard All-Equity ETF Portfolio1.7844CA$56.04
Jan 15, 2026BuyBMO Equal Weight Global Gold Index ETF0.1691CA$307.12
Jan 13, 2026BuyVanguard All-Equity ETF Portfolio31.3507CA$55.82
Jan 13, 2026BuyiShares Core S&P/TSX Capped Composite Index ETF16.6508CA$52.55

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Performance

Performance Chart

The chart shows the growth of an initial investment of CA$10,000 in Ash_RESP, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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Returns By Period


1D1MYTD6M1Y3Y*5Y*10Y*
Benchmark
S&P 500 Index
0.10%3.67%0.43%2.87%26.88%19.47%12.78%13.62%
Portfolio
Ash_RESP
0.72%3.95%
VEQT.TO
Vanguard All-Equity ETF Portfolio
0.32%4.35%4.62%8.91%35.70%19.82%12.57%
XIC.TO
iShares Core S&P/TSX Capped Composite Index ETF
0.69%2.90%6.99%14.22%46.29%21.56%14.81%12.65%
ZGD.TO
BMO Equal Weight Global Gold Index ETF
1.35%1.79%20.37%39.01%130.46%57.72%35.84%20.97%
XSEM.TO
iShares ESG Aware MSCI Emerging Markets Index ETF
0.68%7.81%10.10%14.97%46.79%19.08%6.64%
XEF.TO
iShares Core MSCI EAFE IMI Index ETF
0.44%6.56%7.36%11.52%34.06%17.08%10.55%9.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jan 13, 2026, Ash_RESP's average daily return is +0.06%, while the average monthly return is +1.03%. At this rate, an investment would double in approximately 5.6 years.

Historically, 50% of months were positive and 50% were negative. The best month was Feb 2026 with a return of +11.1%, while the worst month was Mar 2026 at -9.7%. The longest winning streak lasted 1 consecutive months, and the longest losing streak was 1 months.

On a daily basis, Ash_RESP closed higher 68% of trading days. The best single day was Mar 31, 2026 with a return of +4.3%, while the worst single day was Mar 3, 2026 at -4.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-2.68%11.14%-9.65%5.31%2.91%

Expense Ratio

Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.


Return for Risk

Return / Risk — by metrics


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

Risk / Return RankSharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
VEQT.TO
Vanguard All-Equity ETF Portfolio
853.214.371.605.2622.84
XIC.TO
iShares Core S&P/TSX Capped Composite Index ETF
924.065.061.765.7427.42
ZGD.TO
BMO Equal Weight Global Gold Index ETF
773.293.221.495.6920.01
XSEM.TO
iShares ESG Aware MSCI Emerging Markets Index ETF
742.853.701.524.6116.90
XEF.TO
iShares Core MSCI EAFE IMI Index ETF
692.743.761.503.6915.71

Sharpe Ratio

There isn't enough data available to calculate the Sharpe ratio for Ash_RESP. This metric is based on the past 12 months of trading data. Please check back later for updated information.


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Dividends

Dividend yield

Ash_RESP provided a 0.05% dividend yield over the last twelve months.


TTM
Portfolio0.05%

Monthly Dividends

The table below shows the monthly dividends paid by this portfolio.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026CA$0.00CA$0.00CA$1.91CA$0.00CA$1.91

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Ash_RESP. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Ash_RESP was 15.78%, occurring on Mar 20, 2026. The portfolio has not yet recovered.

The current Ash_RESP drawdown is 4.86%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-15.78%Mar 2, 202615Mar 20, 2026
-7.02%Jan 29, 20266Feb 5, 202610Feb 20, 202616
-0.45%Jan 13, 20261Jan 13, 20263Jan 16, 20264
-0.21%Jan 20, 20261Jan 20, 20262Jan 22, 20263

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Diversification

Diversification Metrics


Number of Effective Assets

The portfolio contains 5 assets, with an effective number of assets of 3.60, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

BenchmarkZGD.TOXEF.TOXSEM.TOXIC.TOVEQT.TOPortfolio
Benchmark1.000.210.720.740.590.870.51
ZGD.TO0.211.000.400.430.710.470.89
XEF.TO0.720.401.000.800.660.890.69
XSEM.TO0.740.430.801.000.650.830.72
XIC.TO0.590.710.660.651.000.830.87
VEQT.TO0.870.470.890.830.831.000.77
Portfolio0.510.890.690.720.870.771.00
The correlation results are calculated based on daily price changes starting from Jan 13, 2026