Lump Sum10 years ago
$10,000 invested once
$31,293+$21,293 · +212.93%
Total invested$10,000
Annualised (CAGR)+20.95%
Max drawdown-22.55%
SIP · Monthly74 contributions
$100 every month
$12,831+$5,431 · +73.39%
Total invested$7,400
Money-weighted (XIRR)+18.39%
Max drawdown-17.43%
SIP · Biweekly157 contributions
$100 every two weeks
$27,030+$11,330 · +72.16%
Total invested$15,700
Money-weighted (XIRR)+18.13%
Max drawdown-17.81%
Playground
How you invest
Growth of your contributions
You invest
$17,400
It would be worth
$44,125after your settings in TPZ.TO
Profit
+$26,725+153.59% on money in
Annualised return
+20.41%Money-weighted (XIRR)
Deepest dip
-21.31%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+5.32% | -5.70% | +3.53% | +28.79% | +19.23% p.a. | +17.06% p.a. | — |
Calendar-year returns
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|
| +2.97% | +38.38% | +24.58% | -2.50% | +53.65% | +3.09% | +14.15% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2020 | $10,300 | $10,597 | +$297 | +2.89% |
| 2021 | $11,500 | $16,073 | +$4,573 | +39.76% |
| 2022 | $12,700 | $21,295 | +$8,595 | +67.68% |
| 2023 | $13,900 | $21,942 | +$8,042 | +57.86% |
| 2024 | $15,200 | $35,322 | +$20,122 | +132.38% |
| 2025 | $16,400 | $37,774 | +$21,374 | +130.33% |
| 2026 (YTD) | $17,400 | $44,125 | +$26,725 | +153.59% |
Best 12-month stretch
+73.81%May 2021 → May 2022
Worst 12-month stretch
-14.68%May 2022 → May 2023
Deepest drawdown
-22.55%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,269on $10,000, trailing 10 years