Lump Sum10 years ago
$10,000 invested once
$56,733+$46,733 · +467.33%
Total invested$10,000
Annualised (CAGR)+19.03%
Max drawdown-91.49%
SIP · Monthly122 contributions
$100 every month
$79,292+$67,092 · +549.94%
Total invested$12,200
Money-weighted (XIRR)+35.35%
Max drawdown-80.69%
SIP · Biweekly261 contributions
$100 every two weeks
$168,772+$142,672 · +546.64%
Total invested$26,100
Money-weighted (XIRR)+35.36%
Max drawdown-81.48%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$136,026after your settings in TVE.TO
Profit
+$113,826+512.73% on money in
Annualised return
+24.79%Money-weighted (XIRR)
Deepest dip
-89.32%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+14.00% | +14.69% | +27.63% | +141.70% | +59.76% p.a. | +37.31% p.a. | +19.03% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +12.34% | -17.34% | -16.78% | -17.23% | -35.53% | +203.15% | +18.81% | -28.21% | +65.22% | +70.38% | +89.04% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,448 | +$1,248 | +12.24% |
| 2017 | $11,500 | $10,867 | -$633 | -5.51% |
| 2018 | $12,700 | $9,909 | -$2,791 | -21.97% |
| 2019 | $13,900 | $9,332 | -$4,568 | -32.87% |
| 2020 | $15,100 | $7,804 | -$7,296 | -48.32% |
| 2021 | $16,300 | $25,547 | +$9,247 | +56.73% |
| 2022 | $17,500 | $31,531 | +$14,031 | +80.18% |
| 2023 | $18,800 | $23,706 | +$4,906 | +26.10% |
| 2024 | $20,000 | $40,711 | +$20,711 | +103.55% |
| 2025 | $21,200 | $71,273 | +$50,073 | +236.19% |
| 2026 (YTD) | $22,200 | $136,026 | +$113,826 | +512.73% |
Best 12-month stretch
+439.54%Mar 2020 → Mar 2021
Worst 12-month stretch
-82.30%Mar 2019 → Mar 2020
Deepest drawdown
-91.49%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,318on $10,000, trailing 10 years