XEQTiShares Core Equity ETF PortfolioTorontoETF
C$44.84−C$0.21Down0.47%Oct 26, 2026 close
Lump Sum10 years ago
$10,000 invested once
$25,915+$15,915 · +159.15%
Total invested$10,000
Annualised (CAGR)+14.17%
Max drawdown-27.77%
SIP · Monthly88 contributions
$100 every month
$15,586+$6,786 · +77.11%
Total invested$8,800
Money-weighted (XIRR)+15.65%
Max drawdown-15.32%
SIP · Biweekly188 contributions
$100 every two weeks
$33,358+$14,558 · +77.44%
Total invested$18,800
Money-weighted (XIRR)+15.75%
Max drawdown-16.23%
Playground
How you invest
Growth of your contributions
You invest
$18,800
It would be worth
$41,501after your settings in XEQT.TO
Profit
+$22,701+120.75% on money in
Annualised return
+14.54%Money-weighted (XIRR)
Deepest dip
-27.00%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-2.46% | +0.84% | +6.93% | +14.70% | +24.06% p.a. | +12.88% p.a. | — |
Calendar-year returns
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|
| +9.28% | +11.28% | +19.69% | -10.99% | +17.27% | +26.00% | +19.82% | +12.97% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2019 | $10,500 | $11,450 | +$950 | +9.05% |
| 2020 | $11,700 | $14,104 | +$2,404 | +20.55% |
| 2021 | $12,900 | $18,177 | +$5,277 | +40.91% |
| 2022 | $14,200 | $17,468 | +$3,268 | +23.02% |
| 2023 | $15,400 | $21,772 | +$6,372 | +41.38% |
| 2024 | $16,600 | $28,765 | +$12,165 | +73.28% |
| 2025 | $17,800 | $35,818 | +$18,018 | +101.23% |
| 2026 (YTD) | $18,800 | $41,501 | +$22,701 | +120.75% |
Best 12-month stretch
+54.67%Mar 2020 → Mar 2021
Worst 12-month stretch
-14.00%Sep 2021 → Sep 2022
Deepest drawdown
-27.77%peak-to-trough on the lump sum
Fee drag over 10 yrs
-$210expense ratio on $10,000
Dividend earnings
+$2,038on $10,000, trailing 10 years