MRG.UNMorguard North American Residential Real Estate Investment TrustTSXReal Estate
C$14.41−C$0.24Down1.64%Oct 26, 2026 close
Lump Sum10 years ago
$10,000 invested once
$16,704+$6,704 · +67.04%
Total invested$10,000
Annualised (CAGR)+5.28%
Max drawdown-40.24%
SIP · Monthly122 contributions
$100 every month
$13,535+$1,335 · +10.95%
Total invested$12,200
Money-weighted (XIRR)+2.06%
Max drawdown-38.50%
SIP · Biweekly261 contributions
$100 every two weeks
$28,919+$2,819 · +10.80%
Total invested$26,100
Money-weighted (XIRR)+2.04%
Max drawdown-38.08%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$30,240after your settings in MRG-UN.TO
Profit
+$8,040+36.21% on money in
Annualised return
+4.23%Money-weighted (XIRR)
Deepest dip
-39.82%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-2.00% | -12.72% | -16.16% | -16.59% | +6.75% p.a. | -0.57% p.a. | +5.28% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.68% | +15.14% | +14.17% | +15.88% | -9.05% | +15.78% | -4.66% | -4.58% | +24.26% | +3.38% | -14.06% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,569 | +$369 | +3.61% |
| 2017 | $11,500 | $13,506 | +$2,006 | +17.45% |
| 2018 | $12,700 | $16,744 | +$4,044 | +31.84% |
| 2019 | $13,900 | $20,617 | +$6,717 | +48.33% |
| 2020 | $15,100 | $20,036 | +$4,936 | +32.69% |
| 2021 | $16,300 | $24,491 | +$8,191 | +50.25% |
| 2022 | $17,500 | $24,502 | +$7,002 | +40.01% |
| 2023 | $18,800 | $24,610 | +$5,810 | +30.90% |
| 2024 | $20,000 | $31,868 | +$11,868 | +59.34% |
| 2025 | $21,200 | $34,159 | +$12,959 | +61.13% |
| 2026 (YTD) | $22,200 | $30,240 | +$8,040 | +36.21% |
Best 12-month stretch
+45.05%Oct 2023 → Oct 2024
Worst 12-month stretch
-30.69%Apr 2019 → Mar 2020
Deepest drawdown
-40.24%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,304on $10,000, trailing 10 years