Lump Sum10 years ago
$10,000 invested once
$29,869+$19,869 · +198.69%
Total invested$10,000
Annualised (CAGR)+114.10%
Max drawdown-42.83%
SIP · Monthly18 contributions
$100 every month
$2,644+$844 · +46.90%
Total invested$1,800
Money-weighted (XIRR)+63.31%
Max drawdown-30.29%
SIP · Biweekly38 contributions
$100 every two weeks
$5,423+$1,623 · +42.71%
Total invested$3,800
Money-weighted (XIRR)+58.75%
Max drawdown-30.15%
Playground
How you invest
Growth of your contributions
You invest
$11,800
It would be worth
$32,513after your settings in HSLV.TO
Profit
+$20,713+175.54% on money in
Annualised return
+110.79%Money-weighted (XIRR)
Deepest dip
-42.01%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-9.64% | +9.62% | -20.92% | +102.37% | — | — | — |
Calendar-year returns
| 2025 | YTD |
|---|---|
| +138.43% | +25.27% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2025 | $10,800 | $25,202 | +$14,402 | +133.36% |
| 2026 (YTD) | $11,800 | $32,513 | +$20,713 | +175.54% |
Best 12-month stretch
+241.63%May 2025 → May 2026
Worst 12-month stretch
+76.78%Sep 2025 → Sep 2026
Deepest drawdown
-42.83%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