Lump Sum10 years ago
$10,000 invested once
$357-$9,643 · -96.43%
Total invested$10,000
Annualised (CAGR)-28.43%
Max drawdown-99.06%
SIP · Monthly122 contributions
$100 every month
$14,602+$2,402 · +19.69%
Total invested$12,200
Money-weighted (XIRR)+3.55%
Max drawdown-80.63%
SIP · Biweekly261 contributions
$100 every two weeks
$31,226+$5,126 · +19.64%
Total invested$26,100
Money-weighted (XIRR)+3.56%
Max drawdown-76.55%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$14,959after your settings in ELE.TO
Profit
-$7,241-32.62% on money in
Annualised return
-5.55%Money-weighted (XIRR)
Deepest dip
-97.44%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-24.07% | +0.43% | -10.41% | +1.20% | +26.03% p.a. | +10.34% p.a. | -28.43% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +33.33% | -42.50% | -78.26% | -90.00% | +59.81% | -0.60% | -21.08% | -16.03% | +6.36% | +85.21% | +3.21% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $13,581 | +$3,381 | +33.15% |
| 2017 | $11,500 | $8,816 | -$2,684 | -23.34% |
| 2018 | $12,700 | $2,486 | -$10,214 | -80.43% |
| 2019 | $13,900 | $741 | -$13,159 | -94.67% |
| 2020 | $15,100 | $2,817 | -$12,283 | -81.35% |
| 2021 | $16,300 | $4,226 | -$12,074 | -74.08% |
| 2022 | $17,500 | $4,517 | -$12,983 | -74.19% |
| 2023 | $18,800 | $4,962 | -$13,838 | -73.61% |
| 2024 | $20,000 | $6,520 | -$13,480 | -67.40% |
| 2025 | $21,200 | $13,640 | -$7,560 | -35.66% |
| 2026 (YTD) | $22,200 | $14,959 | -$7,241 | -32.62% |
Best 12-month stretch
+160.17%Jan 2025 → Jan 2026
Worst 12-month stretch
-95.45%Oct 2018 → Oct 2019
Deepest drawdown
-99.06%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2on $10,000, trailing 10 years