Lump Sum10 years ago
$10,000 invested once
$59,270+$49,270 · +492.70%
Total invested$10,000
Annualised (CAGR)+19.55%
Max drawdown-72.84%
SIP · Monthly122 contributions
$100 every month
$29,357+$17,157 · +140.63%
Total invested$12,200
Money-weighted (XIRR)+16.85%
Max drawdown-69.26%
SIP · Biweekly261 contributions
$100 every two weeks
$62,669+$36,569 · +140.11%
Total invested$26,100
Money-weighted (XIRR)+16.85%
Max drawdown-69.25%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$88,626after your settings in EFR.TO
Profit
+$66,426+299.22% on money in
Annualised return
+18.85%Money-weighted (XIRR)
Deepest dip
-71.17%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-34.51% | -33.81% | -62.01% | -64.70% | +0.22% p.a. | +1.57% p.a. | +19.55% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +24.16% | +2.26% | +78.32% | -38.71% | +118.62% | +78.89% | -13.25% | +13.37% | -12.84% | +177.05% | -54.01% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,632 | +$2,432 | +23.84% |
| 2017 | $11,500 | $14,238 | +$2,738 | +23.81% |
| 2018 | $12,700 | $27,044 | +$14,344 | +112.94% |
| 2019 | $13,900 | $17,540 | +$3,640 | +26.18% |
| 2020 | $15,100 | $41,308 | +$26,208 | +173.56% |
| 2021 | $16,300 | $75,425 | +$59,125 | +362.73% |
| 2022 | $17,500 | $66,539 | +$49,039 | +280.22% |
| 2023 | $18,800 | $76,809 | +$58,009 | +308.56% |
| 2024 | $20,000 | $68,150 | +$48,150 | +240.75% |
| 2025 | $21,200 | $191,602 | +$170,402 | +803.78% |
| 2026 (YTD) | $22,200 | $88,626 | +$66,426 | +299.22% |
Best 12-month stretch
+505.69%Nov 2020 → Nov 2021
Worst 12-month stretch
-69.09%Mar 2019 → Mar 2020
Deepest drawdown
-72.84%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