Lump Sum10 years ago
$10,000 invested once
$43,486+$33,486 · +334.86%
Total invested$10,000
Annualised (CAGR)+15.89%
Max drawdown-75.00%
SIP · Monthly122 contributions
$100 every month
$28,575+$16,375 · +134.22%
Total invested$12,200
Money-weighted (XIRR)+16.34%
Max drawdown-72.69%
SIP · Biweekly261 contributions
$100 every two weeks
$60,692+$34,592 · +132.53%
Total invested$26,100
Money-weighted (XIRR)+16.25%
Max drawdown-72.17%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$72,060after your settings in TAL.TO
Profit
+$49,860+224.60% on money in
Annualised return
+16.01%Money-weighted (XIRR)
Deepest dip
-74.44%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+3.51% | +18.00% | +11.32% | -13.24% | +0.11% p.a. | +16.05% p.a. | +15.89% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +9.09% | +16.36% | +4.17% | +108.89% | -51.92% | +68.00% | +59.52% | +30.66% | -8.11% | -31.00% | +47.50% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,127 | +$927 | +9.09% |
| 2017 | $11,500 | $14,642 | +$3,142 | +27.32% |
| 2018 | $12,700 | $16,444 | +$3,744 | +29.48% |
| 2019 | $13,900 | $36,532 | +$22,632 | +162.82% |
| 2020 | $15,100 | $19,020 | +$3,920 | +25.96% |
| 2021 | $16,300 | $33,623 | +$17,323 | +106.28% |
| 2022 | $17,500 | $54,883 | +$37,383 | +213.62% |
| 2023 | $18,800 | $73,198 | +$54,398 | +289.35% |
| 2024 | $20,000 | $68,419 | +$48,419 | +242.09% |
| 2025 | $21,200 | $48,053 | +$26,853 | +126.67% |
| 2026 (YTD) | $22,200 | $72,060 | +$49,860 | +224.60% |
Best 12-month stretch
+252.00%Jun 2021 → Jun 2022
Worst 12-month stretch
-66.52%Nov 2019 → Nov 2020
Deepest drawdown
-75.00%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$15,745on $10,000, trailing 10 years