Lump Sum10 years ago
$10,000 invested once
$100,385+$90,385 · +903.85%
Total invested$10,000
Annualised (CAGR)+26.04%
Max drawdown-68.78%
SIP · Monthly122 contributions
$100 every month
$123,160+$110,960 · +909.51%
Total invested$12,200
Money-weighted (XIRR)+43.68%
Max drawdown-55.92%
SIP · Biweekly261 contributions
$100 every two weeks
$264,918+$238,818 · +915.01%
Total invested$26,100
Money-weighted (XIRR)+43.91%
Max drawdown-56.99%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$223,544after your settings in FTG.TO
Profit
+$201,344+906.96% on money in
Annualised return
+31.86%Money-weighted (XIRR)
Deepest dip
-61.62%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+35.83% | +47.01% | +68.47% | +206.23% | +117.59% p.a. | +67.84% p.a. | +26.04% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +13.91% | -6.23% | -39.06% | +85.91% | -49.88% | +29.27% | -11.32% | +80.85% | +74.59% | +56.47% | +192.25% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,610 | +$1,410 | +13.83% |
| 2017 | $11,500 | $12,109 | +$609 | +5.30% |
| 2018 | $12,700 | $8,437 | -$4,263 | -33.57% |
| 2019 | $13,900 | $17,158 | +$3,258 | +23.44% |
| 2020 | $15,100 | $9,852 | -$5,248 | -34.75% |
| 2021 | $16,300 | $13,991 | -$2,309 | -14.16% |
| 2022 | $17,500 | $13,675 | -$3,825 | -21.85% |
| 2023 | $18,800 | $26,411 | +$7,611 | +40.48% |
| 2024 | $20,000 | $47,633 | +$27,633 | +138.17% |
| 2025 | $21,200 | $75,927 | +$54,727 | +258.14% |
| 2026 (YTD) | $22,200 | $223,544 | +$201,344 | +906.96% |
Best 12-month stretch
+241.98%Oct 2025 → Oct 2026
Worst 12-month stretch
-60.16%Jul 2019 → Jul 2020
Deepest drawdown
-68.78%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years