Lump Sum10 years ago
$10,000 invested once
$36,327+$26,327 · +263.27%
Total invested$10,000
Annualised (CAGR)+13.82%
Max drawdown-56.61%
SIP · Monthly122 contributions
$100 every month
$26,490+$14,290 · +117.13%
Total invested$12,200
Money-weighted (XIRR)+14.92%
Max drawdown-54.70%
SIP · Biweekly261 contributions
$100 every two weeks
$56,668+$30,568 · +117.12%
Total invested$26,100
Money-weighted (XIRR)+14.96%
Max drawdown-55.28%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$62,817after your settings in DIV.TO
Profit
+$40,617+182.96% on money in
Annualised return
+14.14%Money-weighted (XIRR)
Deepest dip
-56.17%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-3.32% | -10.46% | -4.55% | +22.07% | +28.48% p.a. | +16.11% p.a. | +13.82% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +6.51% | +46.20% | -11.11% | +17.99% | -15.89% | +28.13% | +14.10% | -0.40% | +18.26% | +38.42% | +10.96% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,862 | +$662 | +6.49% |
| 2017 | $11,500 | $17,551 | +$6,051 | +52.62% |
| 2018 | $12,700 | $16,741 | +$4,041 | +31.82% |
| 2019 | $13,900 | $21,036 | +$7,136 | +51.34% |
| 2020 | $15,100 | $19,230 | +$4,130 | +27.35% |
| 2021 | $16,300 | $25,964 | +$9,664 | +59.29% |
| 2022 | $17,500 | $30,904 | +$13,404 | +76.59% |
| 2023 | $18,800 | $32,063 | +$13,263 | +70.55% |
| 2024 | $20,000 | $39,209 | +$19,209 | +96.04% |
| 2025 | $21,200 | $55,750 | +$34,550 | +162.97% |
| 2026 (YTD) | $22,200 | $62,817 | +$40,617 | +182.96% |
Best 12-month stretch
+95.62%Mar 2020 → Mar 2021
Worst 12-month stretch
-52.25%Apr 2019 → Mar 2020
Deepest drawdown
-56.61%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$9,629on $10,000, trailing 10 years