Steady Accumulation
Updated 07:38 PDT

XEQT is near its high.
Boring is good. Here is how to make the most of calm markets.

XEQT is near its 52-week high. This​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​‌​‌​​​‌‍‌‌​‌​​‌‌‌​​‌​‌‌​‌​​​‌​‌‌​​‌‌​‌‌ is exactly what long-term investing is supposed to look like. The best use of calm markets is planning — knowing your retirement number, optimising your account structure, and automating your contributions.

Delayed ~5 min · TSX: XEQT
$43.30
-0.46   (-1.05%) today
52-week range 94.2% of range
Low $34.31 High $43.85
From 52wk High -1.3%
From 52wk Low +26.2%
MER (all-in) 0.20%
Holdings 8,400+
Current Price $43.30 TSX · CAD · XEQT.TO
From 52wk High -1.3% High: $43.85
Market Mode CALM Steady Accumulation
52wk Recovery +26.2% From low: $34.31
What to read in Steady Accumulation conditions

Every drawdown has recovered. Every single one.

XEQT launched in 2019. In its short history it has experienced three significant drawdowns: the COVID crash of March 2020 (-33%), the 2022 rate-hike bear market (-18%), and several smaller corrections of 5-12%. Every single time, the fund recovered to a new high.

The investors who held through COVID​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​‌​‌​​​‌‍‌‌​‌​​‌‌‌​​‌​‌‌​‌​​​‌​‌‌​​‌‌​‌‌ and bought more — instead of selling — saw their portfolios reach new highs within 12 months. The investors who sold in March 2020 locked in a 33% loss and faced the emotionally difficult task of deciding when to reinvest into a rising market.

The evidence is not ambiguous. Time in the market has outperformed timing the market in every measured period across every major developed market. XEQT is designed specifically for this: hold everything, rebalance automatically, do not require any decisions from the investor.

Drawdown event Peak-to-trough Recovery time
COVID crash (Feb-Mar 2020) -33% ~5 months
2022 rate-hike bear market -18% ~14 months
Late 2023 correction -11% ~3 months
Early 2024 pullback -8% ~6 weeks
Current drawdown 1.3% Unknown

Past drawdowns and recovery​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​‌​‌​​​‌‍‌‌​‌​​‌‌‌​​‌​‌‌​‌​​​‌​‌‌​​‌‌​‌‌ times are historical. They do not guarantee future recovery timelines. All investing involves risk. Not financial advice.

The investor's advantage

The market is on sale.
Are you a buyer or a seller?

Every Canadian investor who has held​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​‌​‌​​​‌‍‌‌​‌​​‌‌‌​​‌​‌‌​‌​​​‌​‌‌​​‌‌​‌‌ XEQT through a drawdown and kept contributing has been rewarded. Not because markets always go up in the short run — they do not — but because the long-run direction of global equity markets has been upward, and XEQT holds all of it.

More guides for this market environment

Markets are calm. Start building.

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Market data sourced from Yahoo Finance via the XEQT.TO public data endpoint. During TSX trading hours (9:30–16:00 ET, Mon–Fri), prices refresh approximately every 5 minutes and reflect a delay of up to 5 minutes from the exchange. Outside market hours the previous closing price is displayed. Prices are indicative only and do not constitute real-time exchange data. 52-week high and low figures are sourced from the same feed and may differ slightly from exchange-reported values. Past performance, drawdowns, and recovery timelines are historical and do not predict future results. Nothing on this page constitutes financial advice. Sara Misra is not a financial advisor. All investing involves risk including the possible loss of principal. Wealthsimple links are affiliate links.