Lump Sum10 years ago
$10,000 invested once
$126,763+$116,763 · +1167.63%
Total invested$10,000
Annualised (CAGR)+35.90%
Max drawdown-82.81%
SIP · Monthly101 contributions
$100 every month
$234,760+$224,660 · +2224.35%
Total invested$10,100
Money-weighted (XIRR)+75.86%
Max drawdown-59.87%
SIP · Biweekly217 contributions
$100 every two weeks
$495,995+$474,295 · +2185.69%
Total invested$21,700
Money-weighted (XIRR)+75.80%
Max drawdown-58.57%
Playground
How you invest
Growth of your contributions
You invest
$20,100
It would be worth
$361,522after your settings in TNZ.TO
Profit
+$341,422+1698.62% on money in
Annualised return
+49.43%Money-weighted (XIRR)
Deepest dip
-75.26%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+14.25% | +33.96% | +22.81% | +179.07% | +164.12% p.a. | +85.95% p.a. | — |
Calendar-year returns
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|
| -27.97% | -16.47% | -61.97% | +139.26% | -33.44% | +82.79% | +252.93% | +89.19% | +185.02% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2018 | $10,600 | $7,728 | -$2,872 | -27.09% |
| 2019 | $11,800 | $7,625 | -$4,175 | -35.38% |
| 2020 | $13,100 | $3,946 | -$9,154 | -69.88% |
| 2021 | $14,300 | $11,247 | -$3,053 | -21.35% |
| 2022 | $15,500 | $8,760 | -$6,740 | -43.48% |
| 2023 | $16,700 | $17,706 | +$1,006 | +6.02% |
| 2024 | $17,900 | $65,801 | +$47,901 | +267.61% |
| 2025 | $19,200 | $126,400 | +$107,200 | +558.34% |
| 2026 (YTD) | $20,100 | $361,522 | +$341,422 | +1698.62% |
Best 12-month stretch
+453.98%Jun 2024 → Jun 2025
Worst 12-month stretch
-71.43%Mar 2019 → Mar 2020
Deepest drawdown
-82.81%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