Lump Sum10 years ago
$10,000 invested once
$5,510-$4,490 · -44.90%
Total invested$10,000
Annualised (CAGR)-5.80%
Max drawdown-65.44%
SIP · Monthly122 contributions
$100 every month
$11,137-$1,063 · -8.71%
Total invested$12,200
Money-weighted (XIRR)-1.83%
Max drawdown-27.92%
SIP · Biweekly261 contributions
$100 every two weeks
$23,860-$2,240 · -8.58%
Total invested$26,100
Money-weighted (XIRR)-1.81%
Max drawdown-27.71%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$16,648after your settings in TPX-B.TO
Profit
-$5,552-25.01% on money in
Annualised return
-4.02%Money-weighted (XIRR)
Deepest dip
-41.38%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+6.72% | +0.55% | -2.50% | -5.31% | -6.63% p.a. | +4.80% p.a. | -5.80% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -5.31% | -18.35% | -20.85% | -9.36% | -17.76% | +3.48% | +22.47% | +17.60% | +2.56% | -15.17% | -6.84% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,664 | -$536 | -5.26% |
| 2017 | $11,500 | $9,076 | -$2,424 | -21.08% |
| 2018 | $12,700 | $8,272 | -$4,428 | -34.87% |
| 2019 | $13,900 | $8,611 | -$5,289 | -38.05% |
| 2020 | $15,100 | $8,335 | -$6,765 | -44.80% |
| 2021 | $16,300 | $9,759 | -$6,541 | -40.13% |
| 2022 | $17,500 | $13,218 | -$4,282 | -24.47% |
| 2023 | $18,800 | $16,869 | -$1,931 | -10.27% |
| 2024 | $20,000 | $18,530 | -$1,470 | -7.35% |
| 2025 | $21,200 | $16,824 | -$4,376 | -20.64% |
| 2026 (YTD) | $22,200 | $16,648 | -$5,552 | -25.01% |
Best 12-month stretch
+42.05%Jun 2020 → Jun 2021
Worst 12-month stretch
-42.78%Sep 2019 → Sep 2020
Deepest drawdown
-65.44%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,457on $10,000, trailing 10 years