Lump Sum10 years ago
$10,000 invested once
$36,697+$26,697 · +266.97%
Total invested$10,000
Annualised (CAGR)+13.94%
Max drawdown-40.65%
SIP · Monthly122 contributions
$100 every month
$36,107+$23,907 · +195.96%
Total invested$12,200
Money-weighted (XIRR)+20.70%
Max drawdown-32.30%
SIP · Biweekly261 contributions
$100 every two weeks
$77,777+$51,677 · +198.00%
Total invested$26,100
Money-weighted (XIRR)+20.89%
Max drawdown-32.39%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$72,805after your settings in EDV.TO
Profit
+$50,605+227.95% on money in
Annualised return
+16.15%Money-weighted (XIRR)
Deepest dip
-35.29%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-15.27% | +8.96% | -11.86% | +26.15% | +41.64% p.a. | +22.52% p.a. | +13.94% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -17.28% | +27.77% | -12.41% | +10.11% | +19.82% | -3.67% | +7.95% | +6.81% | -6.02% | +164.50% | +8.81% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $8,447 | -$1,753 | -17.19% |
| 2017 | $11,500 | $12,211 | +$711 | +6.19% |
| 2018 | $12,700 | $11,937 | -$763 | -6.00% |
| 2019 | $13,900 | $14,464 | +$564 | +4.06% |
| 2020 | $15,100 | $18,529 | +$3,429 | +22.71% |
| 2021 | $16,300 | $19,019 | +$2,719 | +16.68% |
| 2022 | $17,500 | $21,789 | +$4,289 | +24.51% |
| 2023 | $18,800 | $24,545 | +$5,745 | +30.56% |
| 2024 | $20,000 | $24,232 | +$4,232 | +21.16% |
| 2025 | $21,200 | $66,052 | +$44,852 | +211.56% |
| 2026 (YTD) | $22,200 | $72,805 | +$50,605 | +227.95% |
Best 12-month stretch
+256.72%Feb 2025 → Feb 2026
Worst 12-month stretch
-28.74%Nov 2017 → Nov 2018
Deepest drawdown
-40.65%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$3,317on $10,000, trailing 10 years