- Decline of S&P 500 Index measured between Mar. 24, 2000, and Oct 9, 2002. ↩
- Recovery of S&P 500 Index measured between Oct 10, 2002, and Sept. 30, 2007. ↩
- Decline of S&P 500 Index measured between Oct. 9, 2007, and Mar. 9, 2009. ↩
- Recovery of S&P 500 Index measured between Mar. 9, 2009, and Jan. 30, 2020. ↩
- Decline of S&P 500 Index measured between Feb. 19, 2020, and Mar. 23, 2020. ↩
- Recovery of S&P 500 Index measured between Mar. 31, 2020 and Dec 31, 2021. ↩
- Sticking to the plan is assuming that you are investing in C$. Returns are represented by 50% S&P/TSX Composite Total Return Index and 50% S&P 500 Total Return Index – C$. 2 Dollar-cost averaging (DCA) is an investment strategy in which an investor divides up the total amount to be invested across periodic purchases of a target asset in an effort to reduce the impact of volatility on the overall purchase. The purchases occur regardless of the asset’s price and at regular intervals; in effect, this strategy removes much of the detailed work of attempting to time the market in order to make purchases of equities at the best prices. Dollar-cost averaging is also known as the constant dollar plan. 3 For all three of the situations, we are assuming they begin after December 31, 2008. The market value at this point in time was $1,619. 4 Full Panic is referring to selling everything and using the proceeds to invest into GICs. GIC rates used are 5 year average GIC. Source: Morningstar® Direct. Assuming Investment into GICs as of January 1, 2009. ↩
DISCLAIMER: The information contained herein has been provided by TD Direct Investing and is for information purposes only. The information has been drawn from sources believed to be reliable. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual's objectives and risk tolerance.
TD Direct Investing is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank.
All trademarks are the property of their respective owners.
® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank.