Lump Sum10 years ago
$10,000 invested once
$28,520+$18,520 · +185.20%
Total invested$10,000
Annualised (CAGR)+11.09%
Max drawdown-47.72%
SIP · Monthly122 contributions
$100 every month
$22,772+$10,572 · +86.65%
Total invested$12,200
Money-weighted (XIRR)+12.08%
Max drawdown-40.48%
SIP · Biweekly261 contributions
$100 every two weeks
$48,824+$22,724 · +87.07%
Total invested$26,100
Money-weighted (XIRR)+12.15%
Max drawdown-39.86%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$51,291after your settings in TWC.TO
Profit
+$29,091+131.04% on money in
Annualised return
+11.39%Money-weighted (XIRR)
Deepest dip
-44.26%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-2.45% | +0.85% | +9.48% | +17.77% | +18.59% p.a. | +9.92% p.a. | +11.09% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.73% | +15.18% | +8.13% | +0.74% | +23.11% | +13.12% | -0.89% | -4.91% | +12.54% | +36.38% | +10.91% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,372 | +$172 | +1.69% |
| 2017 | $11,500 | $13,301 | +$1,801 | +15.66% |
| 2018 | $12,700 | $15,675 | +$2,975 | +23.43% |
| 2019 | $13,900 | $16,928 | +$3,028 | +21.79% |
| 2020 | $15,100 | $22,540 | +$7,440 | +49.27% |
| 2021 | $16,300 | $26,622 | +$10,322 | +63.32% |
| 2022 | $17,500 | $27,590 | +$10,090 | +57.66% |
| 2023 | $18,800 | $27,472 | +$8,672 | +46.13% |
| 2024 | $20,000 | $32,162 | +$12,162 | +60.81% |
| 2025 | $21,200 | $45,290 | +$24,090 | +113.63% |
| 2026 (YTD) | $22,200 | $51,291 | +$29,091 | +131.04% |
Best 12-month stretch
+205.64%May 2020 → May 2021
Worst 12-month stretch
-45.12%May 2019 → May 2020
Deepest drawdown
-47.72%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,663on $10,000, trailing 10 years