Lump Sum10 years ago
$10,000 invested once
$43,243+$33,243 · +332.43%
Total invested$10,000
Annualised (CAGR)+15.83%
Max drawdown-61.92%
SIP · Monthly122 contributions
$100 every month
$21,019+$8,819 · +72.29%
Total invested$12,200
Money-weighted (XIRR)+10.56%
Max drawdown-54.98%
SIP · Biweekly261 contributions
$100 every two weeks
$44,960+$18,860 · +72.26%
Total invested$26,100
Money-weighted (XIRR)+10.59%
Max drawdown-54.69%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$64,263after your settings in TCS.TO
Profit
+$42,063+189.47% on money in
Annualised return
+14.45%Money-weighted (XIRR)
Deepest dip
-58.06%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-0.53% | +13.01% | +6.51% | +6.67% | +10.47% p.a. | -6.94% p.a. | +15.83% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.99% | +79.81% | -24.52% | +75.03% | +133.25% | +6.18% | -49.09% | +25.00% | +36.71% | -29.17% | +20.48% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,094 | -$106 | -1.04% |
| 2017 | $11,500 | $19,827 | +$8,327 | +72.41% |
| 2018 | $12,700 | $15,945 | +$3,245 | +25.55% |
| 2019 | $13,900 | $29,748 | +$15,848 | +114.01% |
| 2020 | $15,100 | $71,746 | +$56,646 | +375.14% |
| 2021 | $16,300 | $77,466 | +$61,166 | +375.25% |
| 2022 | $17,500 | $40,436 | +$22,936 | +131.06% |
| 2023 | $18,800 | $52,059 | +$33,259 | +176.91% |
| 2024 | $20,000 | $72,532 | +$52,532 | +262.66% |
| 2025 | $21,200 | $52,361 | +$31,161 | +146.98% |
| 2026 (YTD) | $22,200 | $64,263 | +$42,063 | +189.47% |
Best 12-month stretch
+205.01%Feb 2020 → Feb 2021
Worst 12-month stretch
-49.57%Oct 2021 → Oct 2022
Deepest drawdown
-61.92%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,813on $10,000, trailing 10 years