Lump Sum10 years ago
$10,000 invested once
$39,776+$29,776 · +297.76%
Total invested$10,000
Annualised (CAGR)+14.86%
Max drawdown-39.95%
SIP · Monthly122 contributions
$100 every month
$17,729+$5,529 · +45.32%
Total invested$12,200
Money-weighted (XIRR)+7.31%
Max drawdown-36.02%
SIP · Biweekly261 contributions
$100 every two weeks
$37,839+$11,739 · +44.98%
Total invested$26,100
Money-weighted (XIRR)+7.29%
Max drawdown-36.23%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$57,505after your settings in FSV.TO
Profit
+$35,305+159.03% on money in
Annualised return
+12.94%Money-weighted (XIRR)
Deepest dip
-39.03%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+10.34% | +3.92% | +0.89% | -12.04% | +2.55% p.a. | -3.42% p.a. | +14.86% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +18.42% | +39.01% | +6.37% | +33.23% | +42.63% | +43.30% | -32.87% | +30.24% | +23.17% | -20.58% | -2.46% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,068 | +$1,868 | +18.31% |
| 2017 | $11,500 | $18,205 | +$6,705 | +58.31% |
| 2018 | $12,700 | $20,528 | +$7,828 | +61.64% |
| 2019 | $13,900 | $28,552 | +$14,652 | +105.41% |
| 2020 | $15,100 | $42,217 | +$27,117 | +179.58% |
| 2021 | $16,300 | $61,897 | +$45,597 | +279.74% |
| 2022 | $17,500 | $42,714 | +$25,214 | +144.08% |
| 2023 | $18,800 | $57,047 | +$38,247 | +203.44% |
| 2024 | $20,000 | $71,625 | +$51,625 | +258.12% |
| 2025 | $21,200 | $57,905 | +$36,705 | +173.14% |
| 2026 (YTD) | $22,200 | $57,505 | +$35,305 | +159.03% |
Best 12-month stretch
+93.81%Mar 2020 → Mar 2021
Worst 12-month stretch
-35.20%Sep 2021 → Sep 2022
Deepest drawdown
-39.95%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,959on $10,000, trailing 10 years