Lump Sum10 years ago
$10,000 invested once
$44,615+$34,615 · +346.15%
Total invested$10,000
Annualised (CAGR)+16.19%
Max drawdown-86.25%
SIP · Monthly122 contributions
$100 every month
$25,781+$13,581 · +111.32%
Total invested$12,200
Money-weighted (XIRR)+14.42%
Max drawdown-72.64%
SIP · Biweekly261 contributions
$100 every two weeks
$55,131+$29,031 · +111.23%
Total invested$26,100
Money-weighted (XIRR)+14.45%
Max drawdown-72.93%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$70,396after your settings in TMQ.TO
Profit
+$48,196+217.10% on money in
Annualised return
+15.69%Money-weighted (XIRR)
Deepest dip
-82.68%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-36.12% | -32.40% | -48.40% | -65.39% | +64.91% p.a. | +1.15% p.a. | +16.19% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.54% | +110.61% | +79.86% | +29.20% | -21.36% | -16.54% | -65.57% | -20.55% | +187.93% | +275.45% | -53.75% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,348 | +$148 | +1.45% |
| 2017 | $11,500 | $23,761 | +$12,261 | +106.62% |
| 2018 | $12,700 | $44,196 | +$31,496 | +248.00% |
| 2019 | $13,900 | $58,459 | +$44,559 | +320.57% |
| 2020 | $15,100 | $47,268 | +$32,168 | +213.04% |
| 2021 | $16,300 | $40,387 | +$24,087 | +147.77% |
| 2022 | $17,500 | $14,717 | -$2,783 | -15.91% |
| 2023 | $18,800 | $12,786 | -$6,014 | -31.99% |
| 2024 | $20,000 | $39,440 | +$19,440 | +97.20% |
| 2025 | $21,200 | $150,932 | +$129,732 | +611.94% |
| 2026 (YTD) | $22,200 | $70,396 | +$48,196 | +217.10% |
Best 12-month stretch
+1120.29%Oct 2024 → Oct 2025
Worst 12-month stretch
-71.90%Oct 2021 → Oct 2022
Deepest drawdown
-86.25%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