Lump Sum10 years ago
$10,000 invested once
$27,249+$17,249 · +172.49%
Total invested$10,000
Annualised (CAGR)+10.58%
Max drawdown-21.11%
SIP · Monthly122 contributions
$100 every month
$22,472+$10,272 · +84.19%
Total invested$12,200
Money-weighted (XIRR)+11.83%
Max drawdown-18.82%
SIP · Biweekly261 contributions
$100 every two weeks
$48,062+$21,962 · +84.14%
Total invested$26,100
Money-weighted (XIRR)+11.86%
Max drawdown-19.78%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$49,721after your settings in FTS.TO
Profit
+$27,521+123.97% on money in
Annualised return
+10.97%Money-weighted (XIRR)
Deepest dip
-20.14%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+8.03% | -1.44% | +7.07% | +16.59% | +18.30% p.a. | +12.28% p.a. | +10.58% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.41% | +15.29% | +0.22% | +26.08% | -0.18% | +21.81% | -7.87% | +4.76% | +14.83% | +23.10% | +16.72% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,858 | -$342 | -3.35% |
| 2017 | $11,500 | $12,732 | +$1,232 | +10.71% |
| 2018 | $12,700 | $14,021 | +$1,321 | +10.40% |
| 2019 | $13,900 | $18,963 | +$5,063 | +36.42% |
| 2020 | $15,100 | $20,120 | +$5,020 | +33.25% |
| 2021 | $16,300 | $25,854 | +$9,554 | +58.61% |
| 2022 | $17,500 | $24,955 | +$7,455 | +42.60% |
| 2023 | $18,800 | $27,444 | +$8,644 | +45.98% |
| 2024 | $20,000 | $32,812 | +$12,812 | +64.06% |
| 2025 | $21,200 | $41,690 | +$20,490 | +96.65% |
| 2026 (YTD) | $22,200 | $49,721 | +$27,521 | +123.97% |
Best 12-month stretch
+41.34%Oct 2018 → Sep 2019
Worst 12-month stretch
-10.86%Mar 2020 → Mar 2021
Deepest drawdown
-21.11%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,801on $10,000, trailing 10 years