Portfolio tools

Bad strategies

Using the official TFSA contribution limits, see which single-ETF strategy performed worst historically and which year-by-year hindsight choices would have minimised value. Results below are shown from tax year 2015/2016 onward.

Choose the tax year your TFSA contributions began. This adjusts which years are included in the backtest.

Valuation date: 2026-07-22 · Total contributions to date: R421000.00

Year-by-year worst hindsight R422,095.87 Contributed: R421,000.00 · Gain: R1,095.87 Money-weighted return: 0.05%
Worst single ETF R650,249.89 ETFSWX · Gain: R229,249.89 Money-weighted return: 7.52%
7% benchmark R630,539.81 Contributed: R421,000.00 · Gain: R209,539.81 Money-weighted return: 7.00%

Bottom single-ETF outcomes

The worst performing TFSA ETFs if all contributions bought the same fund. Sorted by total current value (lowest first).

Year-by-year worst hindsight plan

Each year's contribution is invested in the ETF that would have grown to the lowest value by the valuation date. Earlier holdings are never sold.

Tax year ETF bought Amount Purchase date Value now
2015/2016 ETFSAP R30000.00 2015-03-02 R46148.31
2016/2017 ETFSAP R30000.00 2016-03-01 R46973.21
2017/2018 STXPRO R33000.00 2017-03-01 R40453.04
2018/2019 FNBWGB R33000.00 2018-03-13 R38422.02
2019/2020 FNBWGB R33000.00 2019-03-01 R33347.42
2020/2021 FNBWGB R36000.00 2020-03-02 R30868.39
2021/2022 STXCHN R36000.00 2021-03-01 R26459.41
2022/2023 ETFGGB R36000.00 2022-03-01 R33372.32
2023/2024 SYGCN R36000.00 2023-03-01 R32981.12
2024/2025 STXNDA R36000.00 2024-03-01 R29102.90
2025/2026 ETFGGB R36000.00 2025-03-03 R32440.65
2026/2027 STXRES R46000.00 2026-03-02 R31527.09
Total R421000.00 R422095.87

Worst hindsight allocation

Which ETFs the year-by-year worst hindsight strategy chose and how much each contributed to the final value.

Comparison

The year-by-year worst hindsight versus the worst single-ETF strategy and a 7% annualised benchmark.

These results are educational and historical. They are not a prediction of future returns. The model uses adjusted close as a total-return proxy and may not perfectly capture dividends, fees, spreads, platform costs, or real-world execution details. Past performance does not guarantee future results.