Lump Sum10 years ago
$10,000 invested once
$16,022+$6,022 · +60.22%
Total invested$10,000
Annualised (CAGR)+4.84%
Max drawdown-77.09%
SIP · Monthly122 contributions
$100 every month
$30,050+$17,850 · +146.31%
Total invested$12,200
Money-weighted (XIRR)+17.28%
Max drawdown-66.74%
SIP · Biweekly261 contributions
$100 every two weeks
$64,301+$38,201 · +146.36%
Total invested$26,100
Money-weighted (XIRR)+17.33%
Max drawdown-66.25%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$46,071after your settings in EDR.TO
Profit
+$23,871+107.53% on money in
Annualised return
+9.94%Money-weighted (XIRR)
Deepest dip
-71.74%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-21.52% | -5.35% | -20.80% | -7.78% | +49.57% p.a. | +10.86% p.a. | +4.84% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -27.04% | -36.42% | +0.99% | +0.98% | +108.77% | -16.80% | -18.13% | -40.64% | +115.38% | +121.61% | -15.95% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $7,469 | -$2,731 | -26.78% |
| 2017 | $11,500 | $5,853 | -$5,647 | -49.10% |
| 2018 | $12,700 | $7,083 | -$5,617 | -44.23% |
| 2019 | $13,900 | $8,396 | -$5,504 | -39.59% |
| 2020 | $15,100 | $19,968 | +$4,868 | +32.24% |
| 2021 | $16,300 | $17,615 | +$1,315 | +8.07% |
| 2022 | $17,500 | $15,503 | -$1,997 | -11.41% |
| 2023 | $18,800 | $10,078 | -$8,722 | -46.39% |
| 2024 | $20,000 | $23,351 | +$3,351 | +16.75% |
| 2025 | $21,200 | $53,874 | +$32,674 | +154.12% |
| 2026 (YTD) | $22,200 | $46,071 | +$23,871 | +107.53% |
Best 12-month stretch
+385.71%Mar 2020 → Mar 2021
Worst 12-month stretch
-59.45%Oct 2016 → Oct 2017
Deepest drawdown
-77.09%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