Lump Sum10 years ago
$10,000 invested once
$5,836-$4,164 · -41.64%
Total invested$10,000
Annualised (CAGR)-5.26%
Max drawdown-64.95%
SIP · Monthly122 contributions
$100 every month
$6,389-$5,811 · -47.63%
Total invested$12,200
Money-weighted (XIRR)+119199927668.22%
Max drawdown-56.62%
SIP · Biweekly261 contributions
$100 every two weeks
$13,678-$12,422 · -47.59%
Total invested$26,100
Money-weighted (XIRR)+697231365867.66%
Max drawdown-57.21%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$12,225after your settings in FSZ.TO
Profit
-$9,975-44.93% on money in
Annualised return
-8.48%Money-weighted (XIRR)
Deepest dip
-60.92%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-30.61% | -34.70% | -45.44% | -48.54% | -4.35% p.a. | -14.54% p.a. | -5.26% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +8.76% | +6.99% | -3.83% | +9.59% | -1.49% | +6.43% | -9.43% | -20.20% | +64.03% | -24.17% | -49.51% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,083 | +$883 | +8.66% |
| 2017 | $11,500 | $13,120 | +$1,620 | +14.08% |
| 2018 | $12,700 | $13,842 | +$1,142 | +8.99% |
| 2019 | $13,900 | $16,476 | +$2,576 | +18.53% |
| 2020 | $15,100 | $17,665 | +$2,565 | +16.99% |
| 2021 | $16,300 | $20,026 | +$3,726 | +22.86% |
| 2022 | $17,500 | $19,290 | +$1,790 | +10.23% |
| 2023 | $18,800 | $16,672 | -$2,128 | -11.32% |
| 2024 | $20,000 | $28,744 | +$8,744 | +43.72% |
| 2025 | $21,200 | $22,996 | +$1,796 | +8.47% |
| 2026 (YTD) | $22,200 | $12,225 | -$9,975 | -44.93% |
Best 12-month stretch
+131.93%Oct 2023 → Oct 2024
Worst 12-month stretch
-52.39%Mar 2019 → Mar 2020
Deepest drawdown
-64.95%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$6,390on $10,000, trailing 10 years