Lump Sum10 years ago
$10,000 invested once
$15,055+$5,055 · +50.55%
Total invested$10,000
Annualised (CAGR)+4.19%
Max drawdown-73.61%
SIP · Monthly122 contributions
$100 every month
$26,688+$14,488 · +118.75%
Total invested$12,200
Money-weighted (XIRR)+15.06%
Max drawdown-58.93%
SIP · Biweekly261 contributions
$100 every two weeks
$57,021+$30,921 · +118.47%
Total invested$26,100
Money-weighted (XIRR)+15.08%
Max drawdown-59.01%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$41,743after your settings in TRX.TO
Profit
+$19,543+88.03% on money in
Annualised return
+8.61%Money-weighted (XIRR)
Deepest dip
-66.73%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-24.31% | +24.55% | -18.45% | +39.80% | +34.09% p.a. | +18.83% p.a. | +4.19% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -26.37% | -47.76% | +37.14% | +75.00% | 0.00% | -41.67% | -8.16% | +13.33% | -9.80% | +167.39% | +11.38% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $7,554 | -$2,646 | -25.94% |
| 2017 | $11,500 | $4,844 | -$6,656 | -57.88% |
| 2018 | $12,700 | $7,761 | -$4,939 | -38.89% |
| 2019 | $13,900 | $14,631 | +$731 | +5.26% |
| 2020 | $15,100 | $15,732 | +$632 | +4.19% |
| 2021 | $16,300 | $10,093 | -$6,207 | -38.08% |
| 2022 | $17,500 | $10,382 | -$7,118 | -40.68% |
| 2023 | $18,800 | $12,935 | -$5,865 | -31.20% |
| 2024 | $20,000 | $12,714 | -$7,286 | -36.43% |
| 2025 | $21,200 | $36,674 | +$15,474 | +72.99% |
| 2026 (YTD) | $22,200 | $41,743 | +$19,543 | +88.03% |
Best 12-month stretch
+476.74%Feb 2025 → Feb 2026
Worst 12-month stretch
-60.53%Feb 2021 → Feb 2022
Deepest drawdown
-73.61%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