Lump Sum10 years ago
$10,000 invested once
$28,173+$18,173 · +181.73%
Total invested$10,000
Annualised (CAGR)+10.95%
Max drawdown-33.61%
SIP · Monthly122 contributions
$100 every month
$25,218+$13,018 · +106.71%
Total invested$12,200
Money-weighted (XIRR)+14.00%
Max drawdown-28.65%
SIP · Biweekly261 contributions
$100 every two weeks
$53,833+$27,733 · +106.26%
Total invested$26,100
Money-weighted (XIRR)+14.00%
Max drawdown-28.98%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$53,391after your settings in TRP.TO
Profit
+$31,191+140.50% on money in
Annualised return
+11.94%Money-weighted (XIRR)
Deepest dip
-29.96%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+6.11% | -11.38% | +5.03% | +28.93% | +33.84% p.a. | +13.78% p.a. | +10.95% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +5.45% | +5.23% | -11.20% | +39.58% | -20.24% | +20.34% | -2.76% | +3.02% | +54.80% | +17.58% | +17.05% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,754 | +$554 | +5.43% |
| 2017 | $11,500 | $12,622 | +$1,122 | +9.76% |
| 2018 | $12,700 | $12,388 | -$312 | -2.46% |
| 2019 | $13,900 | $18,615 | +$4,715 | +33.92% |
| 2020 | $15,100 | $15,910 | +$810 | +5.36% |
| 2021 | $16,300 | $20,360 | +$4,060 | +24.91% |
| 2022 | $17,500 | $20,833 | +$3,333 | +19.05% |
| 2023 | $18,800 | $22,804 | +$4,004 | +21.30% |
| 2024 | $20,000 | $36,893 | +$16,893 | +84.47% |
| 2025 | $21,200 | $44,750 | +$23,550 | +111.08% |
| 2026 (YTD) | $22,200 | $53,391 | +$31,191 | +140.50% |
Best 12-month stretch
+67.77%Oct 2023 → Oct 2024
Worst 12-month stretch
-29.10%Jul 2022 → Jul 2023
Deepest drawdown
-33.61%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,742on $10,000, trailing 10 years