Lump Sum10 years ago
$10,000 invested once
$40,095+$30,095 · +300.95%
Total invested$10,000
Annualised (CAGR)+14.92%
Max drawdown-62.55%
SIP · Monthly122 contributions
$100 every month
$36,616+$24,416 · +200.13%
Total invested$12,200
Money-weighted (XIRR)+20.90%
Max drawdown-32.96%
SIP · Biweekly261 contributions
$100 every two weeks
$78,444+$52,344 · +200.55%
Total invested$26,100
Money-weighted (XIRR)+20.98%
Max drawdown-32.23%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$76,711after your settings in TCL-A.TO
Profit
+$54,511+245.55% on money in
Annualised return
+16.83%Money-weighted (XIRR)
Deepest dip
-56.17%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+12.84% | +11.36% | +12.16% | +114.54% | +65.44% p.a. | +23.10% p.a. | +14.92% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +28.72% | +14.61% | -18.35% | -14.28% | +36.51% | +3.26% | -20.69% | -4.15% | +44.27% | +37.64% | +82.47% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $13,105 | +$2,905 | +28.48% |
| 2017 | $11,500 | $16,339 | +$4,839 | +42.08% |
| 2018 | $12,700 | $14,289 | +$1,589 | +12.51% |
| 2019 | $13,900 | $13,479 | -$421 | -3.03% |
| 2020 | $15,100 | $20,112 | +$5,012 | +33.19% |
| 2021 | $16,300 | $21,877 | +$5,577 | +34.22% |
| 2022 | $17,500 | $18,462 | +$962 | +5.50% |
| 2023 | $18,800 | $19,050 | +$250 | +1.33% |
| 2024 | $20,000 | $28,953 | +$8,953 | +44.77% |
| 2025 | $21,200 | $41,317 | +$20,117 | +94.89% |
| 2026 (YTD) | $22,200 | $76,711 | +$54,511 | +245.55% |
Best 12-month stretch
+152.86%Apr 2025 → Apr 2026
Worst 12-month stretch
-54.08%Aug 2018 → Aug 2019
Deepest drawdown
-62.55%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$16,804on $10,000, trailing 10 years