Lump Sum10 years ago
$10,000 invested once
$178,500+$168,500 · +1685.00%
Total invested$10,000
Annualised (CAGR)+33.46%
Max drawdown-89.12%
SIP · Monthly122 contributions
$100 every month
$87,504+$75,304 · +617.24%
Total invested$12,200
Money-weighted (XIRR)+37.09%
Max drawdown-58.25%
SIP · Biweekly261 contributions
$100 every two weeks
$186,844+$160,744 · +615.88%
Total invested$26,100
Money-weighted (XIRR)+37.16%
Max drawdown-58.53%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$266,004after your settings in TKO.TO
Profit
+$243,804+1098.21% on money in
Annualised return
+34.31%Money-weighted (XIRR)
Deepest dip
-86.92%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-16.07% | +13.21% | +10.07% | +68.66% | +81.24% p.a. | +31.66% p.a. | +33.46% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +93.33% | +153.45% | -74.83% | -8.11% | +144.12% | +56.63% | -23.85% | -6.06% | +53.76% | +168.18% | +39.63% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $19,622 | +$9,422 | +92.37% |
| 2017 | $11,500 | $51,703 | +$40,203 | +349.59% |
| 2018 | $12,700 | $13,796 | +$1,096 | +8.63% |
| 2019 | $13,900 | $13,927 | +$27 | +0.20% |
| 2020 | $15,100 | $36,847 | +$21,747 | +144.02% |
| 2021 | $16,300 | $59,038 | +$42,738 | +262.20% |
| 2022 | $17,500 | $46,253 | +$28,753 | +164.31% |
| 2023 | $18,800 | $44,683 | +$25,883 | +137.67% |
| 2024 | $20,000 | $69,886 | +$49,886 | +249.43% |
| 2025 | $21,200 | $189,742 | +$168,542 | +795.01% |
| 2026 (YTD) | $22,200 | $266,004 | +$243,804 | +1098.21% |
Best 12-month stretch
+578.12%Mar 2020 → Mar 2021
Worst 12-month stretch
-78.23%Dec 2017 → Dec 2018
Deepest drawdown
-89.12%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years