Lump Sum10 years ago
$10,000 invested once
$53,509+$43,509 · +435.09%
Total invested$10,000
Annualised (CAGR)+18.33%
Max drawdown-63.05%
SIP · Monthly122 contributions
$100 every month
$43,799+$31,599 · +259.01%
Total invested$12,200
Money-weighted (XIRR)+24.29%
Max drawdown-60.53%
SIP · Biweekly261 contributions
$100 every two weeks
$93,942+$67,842 · +259.93%
Total invested$26,100
Money-weighted (XIRR)+24.41%
Max drawdown-60.35%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$97,308after your settings in EIF.TO
Profit
+$75,108+338.32% on money in
Annualised return
+20.13%Money-weighted (XIRR)
Deepest dip
-62.24%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-8.87% | -9.83% | +10.73% | +49.00% | +44.43% p.a. | +27.24% p.a. | +18.33% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +15.70% | -9.33% | -13.74% | +65.73% | -11.83% | +21.59% | +31.82% | -9.76% | +36.45% | +46.29% | +40.15% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,780 | +$1,580 | +15.49% |
| 2017 | $11,500 | $12,043 | +$543 | +4.73% |
| 2018 | $12,700 | $11,514 | -$1,186 | -9.34% |
| 2019 | $13,900 | $20,592 | +$6,692 | +48.15% |
| 2020 | $15,100 | $19,718 | +$4,618 | +30.58% |
| 2021 | $16,300 | $25,247 | +$8,947 | +54.89% |
| 2022 | $17,500 | $34,735 | +$17,235 | +98.48% |
| 2023 | $18,800 | $32,556 | +$13,756 | +73.17% |
| 2024 | $20,000 | $45,865 | +$25,865 | +129.33% |
| 2025 | $21,200 | $68,705 | +$47,505 | +224.08% |
| 2026 (YTD) | $22,200 | $97,308 | +$75,108 | +338.32% |
Best 12-month stretch
+168.78%Mar 2020 → Mar 2021
Worst 12-month stretch
-48.83%Apr 2019 → Mar 2020
Deepest drawdown
-63.05%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$6,531on $10,000, trailing 10 years