Lump Sum10 years ago
$10,000 invested once
$20,410+$10,410 · +104.10%
Total invested$10,000
Annualised (CAGR)+7.42%
Max drawdown-85.84%
SIP · Monthly122 contributions
$100 every month
$45,003+$32,803 · +268.88%
Total invested$12,200
Money-weighted (XIRR)+24.80%
Max drawdown-51.45%
SIP · Biweekly261 contributions
$100 every two weeks
$95,494+$69,394 · +265.88%
Total invested$26,100
Money-weighted (XIRR)+24.71%
Max drawdown-51.67%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$65,413after your settings in ELD.TO
Profit
+$43,213+194.65% on money in
Annualised return
+14.69%Money-weighted (XIRR)
Deepest dip
-77.67%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-25.31% | -1.32% | +1.63% | +22.27% | +44.10% p.a. | +32.25% p.a. | +7.42% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.59% | -57.65% | -51.87% | +137.67% | +62.06% | -29.70% | -4.81% | +52.35% | +30.41% | +116.81% | -8.35% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,051 | -$149 | -1.46% |
| 2017 | $11,500 | $5,115 | -$6,385 | -55.53% |
| 2018 | $12,700 | $3,386 | -$9,314 | -73.34% |
| 2019 | $13,900 | $9,847 | -$4,053 | -29.15% |
| 2020 | $15,100 | $17,533 | +$2,433 | +16.11% |
| 2021 | $16,300 | $13,435 | -$2,865 | -17.57% |
| 2022 | $17,500 | $14,150 | -$3,350 | -19.14% |
| 2023 | $18,800 | $23,175 | +$4,375 | +23.27% |
| 2024 | $20,000 | $31,533 | +$11,533 | +57.66% |
| 2025 | $21,200 | $70,382 | +$49,182 | +231.99% |
| 2026 (YTD) | $22,200 | $65,413 | +$43,213 | +194.65% |
Best 12-month stretch
+225.97%Feb 2025 → Feb 2026
Worst 12-month stretch
-76.26%Mar 2017 → Mar 2018
Deepest drawdown
-85.84%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$187on $10,000, trailing 10 years