Lump Sum10 years ago
$10,000 invested once
$5,830-$4,170 · -41.70%
Total invested$10,000
Annualised (CAGR)-73.84%
Max drawdown-41.70%
SIP · Monthly5 contributions
$100 every month
$340-$160 · -32.06%
Total invested$500
Money-weighted (XIRR)NaN%
Max drawdown-21.89%
SIP · Biweekly11 contributions
$100 every two weeks
$775-$325 · -29.56%
Total invested$1,100
Money-weighted (XIRR)NaN%
Max drawdown-19.69%
Playground
How you invest
Growth of your contributions
You invest
$10,500
It would be worth
$6,169after your settings in ACT.TO
Profit
-$4,331-41.24% on money in
Annualised return
NaN%Money-weighted (XIRR)
Deepest dip
-38.92%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-23.16% | -24.97% | — | — | — | — | — |
Calendar-year returns
| YTD |
|---|
| -41.70% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2026 (YTD) | $10,500 | $6,169 | -$4,331 | -41.24% |
Deepest drawdown
-41.70%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years