Lump Sum10 years ago
$10,000 invested once
$31,557+$21,557 · +215.57%
Total invested$10,000
Annualised (CAGR)+12.22%
Max drawdown-78.50%
SIP · Monthly122 contributions
$100 every month
$39,529+$27,329 · +224.01%
Total invested$12,200
Money-weighted (XIRR)+22.39%
Max drawdown-45.84%
SIP · Biweekly261 contributions
$100 every two weeks
$84,737+$58,637 · +224.66%
Total invested$26,100
Money-weighted (XIRR)+22.49%
Max drawdown-47.72%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$71,086after your settings in TOU.TO
Profit
+$48,886+220.21% on money in
Annualised return
+15.83%Money-weighted (XIRR)
Deepest dip
-63.77%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+8.34% | +2.88% | +12.94% | +11.25% | +1.98% p.a. | +16.22% p.a. | +12.22% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +6.27% | -36.56% | -20.91% | -10.52% | +16.09% | +147.05% | +88.19% | -3.54% | +18.27% | -3.15% | +10.90% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,831 | +$631 | +6.19% |
| 2017 | $11,500 | $7,990 | -$3,510 | -30.52% |
| 2018 | $12,700 | $7,341 | -$5,359 | -42.20% |
| 2019 | $13,900 | $7,755 | -$6,145 | -44.21% |
| 2020 | $15,100 | $10,562 | -$4,538 | -30.05% |
| 2021 | $16,300 | $27,744 | +$11,444 | +70.21% |
| 2022 | $17,500 | $53,586 | +$36,086 | +206.21% |
| 2023 | $18,800 | $52,965 | +$34,165 | +181.73% |
| 2024 | $20,000 | $63,952 | +$43,952 | +219.76% |
| 2025 | $21,200 | $63,132 | +$41,932 | +197.79% |
| 2026 (YTD) | $22,200 | $71,086 | +$48,886 | +220.21% |
Best 12-month stretch
+235.42%Mar 2020 → Mar 2021
Worst 12-month stretch
-63.79%Mar 2019 → Mar 2020
Deepest drawdown
-78.50%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$7,493on $10,000, trailing 10 years