Lump Sum10 years ago
$10,000 invested once
$61,439+$51,439 · +514.39%
Total invested$10,000
Annualised (CAGR)+19.98%
Max drawdown-50.20%
SIP · Monthly122 contributions
$100 every month
$32,373+$20,173 · +165.35%
Total invested$12,200
Money-weighted (XIRR)+18.67%
Max drawdown-49.48%
SIP · Biweekly261 contributions
$100 every two weeks
$69,094+$42,994 · +164.73%
Total invested$26,100
Money-weighted (XIRR)+18.68%
Max drawdown-49.44%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$93,811after your settings in TFII.TO
Profit
+$71,611+322.57% on money in
Annualised return
+19.63%Money-weighted (XIRR)
Deepest dip
-49.97%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-7.91% | -25.75% | -16.52% | +25.83% | +3.33% p.a. | +4.21% p.a. | +19.98% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +15.01% | -3.69% | +8.48% | +28.69% | +53.29% | +118.73% | -3.22% | +34.47% | +8.43% | -22.66% | +8.59% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,716 | +$1,516 | +14.86% |
| 2017 | $11,500 | $12,690 | +$1,190 | +10.35% |
| 2018 | $12,700 | $14,862 | +$2,162 | +17.02% |
| 2019 | $13,900 | $20,425 | +$6,525 | +46.94% |
| 2020 | $15,100 | $33,012 | +$17,912 | +118.63% |
| 2021 | $16,300 | $73,755 | +$57,455 | +352.48% |
| 2022 | $17,500 | $72,736 | +$55,236 | +315.64% |
| 2023 | $18,800 | $99,286 | +$80,486 | +428.12% |
| 2024 | $20,000 | $108,851 | +$88,851 | +444.26% |
| 2025 | $21,200 | $85,567 | +$64,367 | +303.62% |
| 2026 (YTD) | $22,200 | $93,811 | +$71,611 | +322.57% |
Best 12-month stretch
+263.02%Mar 2020 → Mar 2021
Worst 12-month stretch
-48.52%Mar 2024 → Mar 2025
Deepest drawdown
-50.20%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,021on $10,000, trailing 10 years