Lump Sum10 years ago
$10,000 invested once
$26,450+$16,450 · +164.50%
Total invested$10,000
Annualised (CAGR)+10.25%
Max drawdown-91.96%
SIP · Monthly122 contributions
$100 every month
$38,748+$26,548 · +217.60%
Total invested$12,200
Money-weighted (XIRR)+22.02%
Max drawdown-55.37%
SIP · Biweekly261 contributions
$100 every two weeks
$83,267+$57,167 · +219.03%
Total invested$26,100
Money-weighted (XIRR)+22.16%
Max drawdown-57.55%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$65,198after your settings in TCW.TO
Profit
+$42,998+193.68% on money in
Annualised return
+14.65%Money-weighted (XIRR)
Deepest dip
-87.06%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+8.39% | -0.02% | -5.92% | +16.70% | +17.22% p.a. | +17.18% p.a. | +10.25% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +59.17% | -11.30% | -68.38% | -10.85% | +46.09% | +64.88% | +32.13% | +17.53% | +34.64% | +19.03% | +10.88% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $16,182 | +$5,982 | +58.64% |
| 2017 | $11,500 | $15,609 | +$4,109 | +35.73% |
| 2018 | $12,700 | $5,611 | -$7,089 | -55.82% |
| 2019 | $13,900 | $6,221 | -$7,679 | -55.24% |
| 2020 | $15,100 | $11,363 | -$3,737 | -24.75% |
| 2021 | $16,300 | $20,120 | +$3,820 | +23.44% |
| 2022 | $17,500 | $27,819 | +$10,319 | +58.97% |
| 2023 | $18,800 | $34,146 | +$15,346 | +81.63% |
| 2024 | $20,000 | $47,402 | +$27,402 | +137.01% |
| 2025 | $21,200 | $57,899 | +$36,699 | +173.11% |
| 2026 (YTD) | $22,200 | $65,198 | +$42,998 | +193.68% |
Best 12-month stretch
+382.22%Mar 2020 → Mar 2021
Worst 12-month stretch
-74.21%Nov 2017 → Nov 2018
Deepest drawdown
-91.96%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,474on $10,000, trailing 10 years