Lump Sum10 years ago
$10,000 invested once
$57,049+$47,049 · +470.49%
Total invested$10,000
Annualised (CAGR)+19.09%
Max drawdown-21.46%
SIP · Monthly122 contributions
$100 every month
$31,378+$19,178 · +157.19%
Total invested$12,200
Money-weighted (XIRR)+18.09%
Max drawdown-17.87%
SIP · Biweekly261 contributions
$100 every two weeks
$67,435+$41,335 · +158.37%
Total invested$26,100
Money-weighted (XIRR)+18.23%
Max drawdown-17.98%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$88,426after your settings in TIH.TO
Profit
+$66,226+298.32% on money in
Annualised return
+18.82%Money-weighted (XIRR)
Deepest dip
-20.59%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-12.59% | -12.35% | -5.34% | +22.71% | +26.24% p.a. | +14.08% p.a. | +19.09% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +5.68% | +32.10% | -1.20% | +34.09% | +28.31% | +29.90% | -13.29% | +20.67% | -0.84% | +50.47% | +18.53% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,770 | +$570 | +5.59% |
| 2017 | $11,500 | $15,702 | +$4,202 | +36.54% |
| 2018 | $12,700 | $16,617 | +$3,917 | +30.84% |
| 2019 | $13,900 | $23,595 | +$9,695 | +69.75% |
| 2020 | $15,100 | $31,761 | +$16,661 | +110.34% |
| 2021 | $16,300 | $42,619 | +$26,319 | +161.47% |
| 2022 | $17,500 | $38,051 | +$20,551 | +117.43% |
| 2023 | $18,800 | $47,310 | +$28,510 | +151.65% |
| 2024 | $20,000 | $48,027 | +$28,027 | +140.13% |
| 2025 | $21,200 | $73,801 | +$52,601 | +248.12% |
| 2026 (YTD) | $22,200 | $88,426 | +$66,226 | +298.32% |
Best 12-month stretch
+104.03%Jun 2025 → Jun 2026
Worst 12-month stretch
-14.92%Apr 2024 → Mar 2025
Deepest drawdown
-21.46%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$3,603on $10,000, trailing 10 years