Lump Sum10 years ago
$10,000 invested once
$21,082+$11,082 · +110.82%
Total invested$10,000
Annualised (CAGR)+7.76%
Max drawdown-72.07%
SIP · Monthly122 contributions
$100 every month
$22,963+$10,763 · +88.22%
Total invested$12,200
Money-weighted (XIRR)+12.20%
Max drawdown-50.62%
SIP · Biweekly261 contributions
$100 every two weeks
$49,107+$23,007 · +88.15%
Total invested$26,100
Money-weighted (XIRR)+12.22%
Max drawdown-49.12%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$44,045after your settings in EFN.TO
Profit
+$21,845+98.40% on money in
Annualised return
+9.31%Money-weighted (XIRR)
Deepest dip
-67.27%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-4.53% | -31.24% | -32.07% | -42.03% | +4.70% p.a. | +11.44% p.a. | +7.76% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.22% | -21.38% | -18.36% | +51.66% | +24.04% | -1.75% | +46.54% | +19.41% | +38.36% | +24.44% | -39.06% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,872 | -$328 | -3.22% |
| 2017 | $11,500 | $8,962 | -$2,538 | -22.07% |
| 2018 | $12,700 | $8,819 | -$3,881 | -30.56% |
| 2019 | $13,900 | $14,788 | +$888 | +6.39% |
| 2020 | $15,100 | $19,866 | +$4,766 | +31.56% |
| 2021 | $16,300 | $20,678 | +$4,378 | +26.86% |
| 2022 | $17,500 | $31,866 | +$14,366 | +82.09% |
| 2023 | $18,800 | $39,491 | +$20,691 | +110.06% |
| 2024 | $20,000 | $56,041 | +$36,041 | +180.21% |
| 2025 | $21,200 | $71,037 | +$49,837 | +235.08% |
| 2026 (YTD) | $22,200 | $44,045 | +$21,845 | +98.40% |
Best 12-month stretch
+125.11%Mar 2018 → Mar 2019
Worst 12-month stretch
-68.94%Mar 2017 → Mar 2018
Deepest drawdown
-72.07%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,684on $10,000, trailing 10 years