Lump Sum10 years ago
$10,000 invested once
$60,944+$50,944 · +509.44%
Total invested$10,000
Annualised (CAGR)+22.12%
Max drawdown-37.75%
SIP · Monthly111 contributions
$100 every month
$27,574+$16,474 · +148.42%
Total invested$11,100
Money-weighted (XIRR)+19.39%
Max drawdown-36.48%
SIP · Biweekly237 contributions
$100 every two weeks
$58,611+$34,911 · +147.30%
Total invested$23,700
Money-weighted (XIRR)+19.34%
Max drawdown-36.34%
Playground
How you invest
Growth of your contributions
You invest
$21,100
It would be worth
$88,518after your settings in TSU.TO
Profit
+$67,418+319.52% on money in
Annualised return
+21.45%Money-weighted (XIRR)
Deepest dip
-37.25%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-1.03% | -3.50% | -9.01% | +6.33% | +10.58% p.a. | -0.25% p.a. | — |
Calendar-year returns
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|
| -5.01% | +4.46% | +47.79% | +123.96% | +114.17% | -5.03% | -24.93% | +13.47% | +10.45% | -3.03% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2017 | $10,300 | $9,786 | -$514 | -4.99% |
| 2018 | $11,600 | $11,548 | -$52 | -0.45% |
| 2019 | $12,800 | $18,624 | +$5,824 | +45.50% |
| 2020 | $14,000 | $43,534 | +$29,534 | +210.96% |
| 2021 | $15,200 | $94,821 | +$79,621 | +523.82% |
| 2022 | $16,400 | $91,540 | +$75,140 | +458.17% |
| 2023 | $17,600 | $69,899 | +$52,299 | +297.16% |
| 2024 | $18,900 | $80,541 | +$61,641 | +326.14% |
| 2025 | $20,100 | $90,286 | +$70,186 | +349.19% |
| 2026 (YTD) | $21,100 | $88,518 | +$67,418 | +319.52% |
Best 12-month stretch
+227.50%Mar 2020 → Mar 2021
Worst 12-month stretch
-30.83%Dec 2022 → Dec 2023
Deepest drawdown
-37.75%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