Lump Sum10 years ago
$10,000 invested once
$53,411+$43,411 · +434.11%
Total invested$10,000
Annualised (CAGR)+18.31%
Max drawdown-58.85%
SIP · Monthly122 contributions
$100 every month
$42,748+$30,548 · +250.39%
Total invested$12,200
Money-weighted (XIRR)+23.84%
Max drawdown-43.37%
SIP · Biweekly261 contributions
$100 every two weeks
$91,524+$65,424 · +250.67%
Total invested$26,100
Money-weighted (XIRR)+23.92%
Max drawdown-42.94%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$96,159after your settings in FTT.TO
Profit
+$73,959+333.15% on money in
Annualised return
+19.97%Money-weighted (XIRR)
Deepest dip
-52.28%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-9.11% | -10.23% | -2.48% | +32.25% | +40.34% p.a. | +24.45% p.a. | +18.31% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +10.98% | +24.04% | -24.00% | +11.46% | +11.36% | +21.09% | +8.70% | +16.93% | +0.65% | +105.01% | +29.52% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,307 | +$1,107 | +10.85% |
| 2017 | $11,500 | $15,556 | +$4,056 | +35.27% |
| 2018 | $12,700 | $12,763 | +$63 | +0.50% |
| 2019 | $13,900 | $15,536 | +$1,636 | +11.77% |
| 2020 | $15,100 | $18,987 | +$3,887 | +25.74% |
| 2021 | $16,300 | $24,189 | +$7,889 | +48.40% |
| 2022 | $17,500 | $27,608 | +$10,108 | +57.76% |
| 2023 | $18,800 | $33,617 | +$14,817 | +78.81% |
| 2024 | $20,000 | $34,976 | +$14,976 | +74.88% |
| 2025 | $21,200 | $73,452 | +$52,252 | +246.47% |
| 2026 (YTD) | $22,200 | $96,159 | +$73,959 | +333.15% |
Best 12-month stretch
+161.88%Apr 2025 → Apr 2026
Worst 12-month stretch
-40.23%Mar 2019 → Mar 2020
Deepest drawdown
-58.85%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$3,917on $10,000, trailing 10 years