Lump Sum10 years ago
$10,000 invested once
$33,304+$23,304 · +233.04%
Total invested$10,000
Annualised (CAGR)+12.83%
Max drawdown-75.81%
SIP · Monthly122 contributions
$100 every month
$32,284+$20,084 · +164.62%
Total invested$12,200
Money-weighted (XIRR)+18.62%
Max drawdown-57.35%
SIP · Biweekly261 contributions
$100 every two weeks
$69,038+$42,938 · +164.51%
Total invested$26,100
Money-weighted (XIRR)+18.66%
Max drawdown-58.26%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$65,588after your settings in TECK-B.TO
Profit
+$43,388+195.44% on money in
Annualised return
+14.73%Money-weighted (XIRR)
Deepest dip
-70.71%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-11.52% | -2.61% | +0.82% | +39.83% | +19.46% p.a. | +20.82% p.a. | +12.83% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -4.42% | +24.91% | -13.78% | -21.26% | +6.54% | +58.74% | +43.23% | +11.61% | +7.41% | +12.43% | +25.86% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,745 | -$455 | -4.46% |
| 2017 | $11,500 | $13,731 | +$2,231 | +19.40% |
| 2018 | $12,700 | $12,918 | +$218 | +1.71% |
| 2019 | $13,900 | $11,194 | -$2,706 | -19.47% |
| 2020 | $15,100 | $13,774 | -$1,326 | -8.78% |
| 2021 | $16,300 | $23,365 | +$7,065 | +43.34% |
| 2022 | $17,500 | $34,837 | +$17,337 | +99.07% |
| 2023 | $18,800 | $40,190 | +$21,390 | +113.78% |
| 2024 | $20,000 | $44,301 | +$24,301 | +121.51% |
| 2025 | $21,200 | $51,298 | +$30,098 | +141.97% |
| 2026 (YTD) | $22,200 | $65,588 | +$43,388 | +195.44% |
Best 12-month stretch
+166.86%Mar 2020 → Mar 2021
Worst 12-month stretch
-70.36%Mar 2019 → Mar 2020
Deepest drawdown
-75.81%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,923on $10,000, trailing 10 years