XBALiShares Core Balanced ETF PortfolioTorontoETF
C$35.48−C$0.15Down0.42%Oct 26, 2026 close
Lump Sum10 years ago
$10,000 invested once
$21,395+$11,395 · +113.95%
Total invested$10,000
Annualised (CAGR)+7.93%
Max drawdown-19.64%
SIP · Monthly122 contributions
$100 every month
$19,377+$7,177 · +58.83%
Total invested$12,200
Money-weighted (XIRR)+9.02%
Max drawdown-17.32%
SIP · Biweekly261 contributions
$100 every two weeks
$41,455+$15,355 · +58.83%
Total invested$26,100
Money-weighted (XIRR)+9.04%
Max drawdown-17.60%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$40,772after your settings in XBAL.TO
Profit
+$18,572+83.66% on money in
Annualised return
+8.29%Money-weighted (XIRR)
Deepest dip
-18.87%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-1.28% | +0.31% | +3.99% | +8.32% | +16.06% p.a. | +7.90% p.a. | +7.93% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.91% | +5.56% | -2.50% | +15.65% | +10.16% | +11.04% | -11.16% | +13.05% | +16.72% | +12.97% | +7.82% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,495 | +$295 | +2.89% |
| 2017 | $11,500 | $12,413 | +$913 | +7.94% |
| 2018 | $12,700 | $13,282 | +$582 | +4.59% |
| 2019 | $13,900 | $16,625 | +$2,725 | +19.61% |
| 2020 | $15,100 | $19,630 | +$4,530 | +30.00% |
| 2021 | $16,300 | $23,058 | +$6,758 | +41.46% |
| 2022 | $17,500 | $21,667 | +$4,167 | +23.81% |
| 2023 | $18,800 | $25,875 | +$7,075 | +37.63% |
| 2024 | $20,000 | $31,493 | +$11,493 | +57.47% |
| 2025 | $21,200 | $36,870 | +$15,670 | +73.92% |
| 2026 (YTD) | $22,200 | $40,772 | +$18,572 | +83.66% |
Best 12-month stretch
+34.34%Mar 2020 → Mar 2021
Worst 12-month stretch
-13.28%Nov 2021 → Oct 2022
Deepest drawdown
-19.64%peak-to-trough on the lump sum
Fee drag over 10 yrs
-$233expense ratio on $10,000
Dividend earnings
+$3,015on $10,000, trailing 10 years