Lump Sum10 years ago
$10,000 invested once
$63,941+$53,941 · +539.41%
Total invested$10,000
Annualised (CAGR)+20.46%
Max drawdown-58.62%
SIP · Monthly122 contributions
$100 every month
$41,196+$28,996 · +237.67%
Total invested$12,200
Money-weighted (XIRR)+23.16%
Max drawdown-35.46%
SIP · Biweekly261 contributions
$100 every two weeks
$88,038+$61,938 · +237.31%
Total invested$26,100
Money-weighted (XIRR)+23.20%
Max drawdown-35.99%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$105,137after your settings in TBL.TO
Profit
+$82,937+373.59% on money in
Annualised return
+21.20%Money-weighted (XIRR)
Deepest dip
-51.62%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-2.14% | +0.55% | -1.35% | +7.35% | +29.46% p.a. | +17.80% p.a. | +20.46% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.96% | +41.00% | -21.99% | +1.82% | +105.36% | +24.85% | +14.50% | +2.48% | +32.28% | +39.91% | +4.58% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,007 | -$193 | -1.89% |
| 2017 | $11,500 | $15,726 | +$4,226 | +36.74% |
| 2018 | $12,700 | $13,173 | +$473 | +3.72% |
| 2019 | $13,900 | $14,697 | +$797 | +5.74% |
| 2020 | $15,100 | $32,644 | +$17,544 | +116.19% |
| 2021 | $16,300 | $41,981 | +$25,681 | +157.55% |
| 2022 | $17,500 | $49,464 | +$31,964 | +182.65% |
| 2023 | $18,800 | $52,081 | +$33,281 | +177.02% |
| 2024 | $20,000 | $70,162 | +$50,162 | +250.81% |
| 2025 | $21,200 | $99,568 | +$78,368 | +369.66% |
| 2026 (YTD) | $22,200 | $105,137 | +$82,937 | +373.59% |
Best 12-month stretch
+318.62%Mar 2020 → Mar 2021
Worst 12-month stretch
-41.18%Jul 2018 → Jul 2019
Deepest drawdown
-58.62%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$21,333on $10,000, trailing 10 years