Lump Sum10 years ago
$10,000 invested once
$36,985+$26,985 · +269.85%
Total invested$10,000
Annualised (CAGR)+14.02%
Max drawdown-44.74%
SIP · Monthly122 contributions
$100 every month
$22,721+$10,521 · +86.24%
Total invested$12,200
Money-weighted (XIRR)+12.04%
Max drawdown-43.14%
SIP · Biweekly261 contributions
$100 every two weeks
$48,666+$22,566 · +86.46%
Total invested$26,100
Money-weighted (XIRR)+12.09%
Max drawdown-43.52%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$59,706after your settings in TA.TO
Profit
+$37,506+168.95% on money in
Annualised return
+13.45%Money-weighted (XIRR)
Deepest dip
-44.38%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+5.15% | -10.82% | +1.43% | -28.01% | +21.16% p.a. | +6.16% p.a. | +14.02% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +34.36% | +2.43% | -18.69% | +56.43% | +8.01% | +47.57% | -12.42% | -7.32% | +89.96% | -11.44% | -2.93% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $13,669 | +$3,469 | +34.01% |
| 2017 | $11,500 | $15,286 | +$3,786 | +32.92% |
| 2018 | $12,700 | $13,471 | +$771 | +6.07% |
| 2019 | $13,900 | $22,387 | +$8,487 | +61.05% |
| 2020 | $15,100 | $25,580 | +$10,480 | +69.40% |
| 2021 | $16,300 | $39,137 | +$22,837 | +140.11% |
| 2022 | $17,500 | $35,393 | +$17,893 | +102.24% |
| 2023 | $18,800 | $34,000 | +$15,200 | +80.85% |
| 2024 | $20,000 | $66,828 | +$46,828 | +234.14% |
| 2025 | $21,200 | $60,517 | +$39,317 | +185.46% |
| 2026 (YTD) | $22,200 | $59,706 | +$37,506 | +168.95% |
Best 12-month stretch
+107.95%Jan 2024 → Jan 2025
Worst 12-month stretch
-30.81%Apr 2023 → Apr 2024
Deepest drawdown
-44.74%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$3,523on $10,000, trailing 10 years