Lump Sum10 years ago
$10,000 invested once
$51,282+$41,282 · +412.82%
Total invested$10,000
Annualised (CAGR)+17.83%
Max drawdown-73.81%
SIP · Monthly122 contributions
$100 every month
$28,173+$15,973 · +130.93%
Total invested$12,200
Money-weighted (XIRR)+16.08%
Max drawdown-61.32%
SIP · Biweekly261 contributions
$100 every two weeks
$60,574+$34,474 · +132.08%
Total invested$26,100
Money-weighted (XIRR)+16.22%
Max drawdown-61.35%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$79,456after your settings in EDT.TO
Profit
+$57,256+257.91% on money in
Annualised return
+17.35%Money-weighted (XIRR)
Deepest dip
-71.54%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-14.53% | -25.93% | -28.57% | -35.06% | +44.89% p.a. | +27.33% p.a. | +17.83% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +41.03% | +38.18% | -17.11% | +166.67% | -51.79% | -45.68% | +68.18% | +14.86% | +29.41% | +150.91% | -27.54% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $14,366 | +$4,166 | +40.84% |
| 2017 | $11,500 | $21,162 | +$9,662 | +84.02% |
| 2018 | $12,700 | $18,746 | +$6,046 | +47.61% |
| 2019 | $13,900 | $52,461 | +$38,561 | +277.42% |
| 2020 | $15,100 | $26,221 | +$11,121 | +73.65% |
| 2021 | $16,300 | $14,929 | -$1,371 | -8.41% |
| 2022 | $17,500 | $26,378 | +$8,878 | +50.73% |
| 2023 | $18,800 | $31,926 | +$13,126 | +69.82% |
| 2024 | $20,000 | $42,567 | +$22,567 | +112.84% |
| 2025 | $21,200 | $108,594 | +$87,394 | +412.24% |
| 2026 (YTD) | $22,200 | $79,456 | +$57,256 | +257.91% |
Best 12-month stretch
+250.00%Dec 2018 → Dec 2019
Worst 12-month stretch
-51.79%Dec 2019 → Dec 2020
Deepest drawdown
-73.81%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