Lump Sum10 years ago
$10,000 invested once
$115,091+$105,091 · +1050.91%
Total invested$10,000
Annualised (CAGR)+61.49%
Max drawdown-78.18%
SIP · Monthly63 contributions
$100 every month
$105,078+$98,778 · +1567.91%
Total invested$6,300
Money-weighted (XIRR)+130.36%
Max drawdown-54.99%
SIP · Biweekly134 contributions
$100 every two weeks
$222,309+$208,909 · +1559.02%
Total invested$13,400
Money-weighted (XIRR)+130.69%
Max drawdown-54.77%
Playground
How you invest
Growth of your contributions
You invest
$16,300
It would be worth
$220,169after your settings in TALA.TO
Profit
+$203,869+1250.73% on money in
Annualised return
+76.68%Money-weighted (XIRR)
Deepest dip
-68.35%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-27.07% | -25.53% | -37.33% | +98.43% | +212.43% p.a. | +67.11% p.a. | — |
Calendar-year returns
| 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|
| -27.27% | -60.00% | +31.25% | +309.52% | +589.53% | +6.75% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2021 | $10,400 | $7,606 | -$2,794 | -26.86% |
| 2022 | $11,600 | $3,915 | -$7,685 | -66.25% |
| 2023 | $12,800 | $6,642 | -$6,158 | -48.11% |
| 2024 | $14,100 | $28,940 | +$14,840 | +105.25% |
| 2025 | $15,300 | $205,556 | +$190,256 | +1243.50% |
| 2026 (YTD) | $16,300 | $220,169 | +$203,869 | +1250.73% |
Best 12-month stretch
+1620.34%May 2025 → May 2026
Worst 12-month stretch
-70.59%Nov 2021 → Nov 2022
Deepest drawdown
-78.18%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