Lump Sum10 years ago
$10,000 invested once
$44,823+$34,823 · +348.23%
Total invested$10,000
Annualised (CAGR)+16.24%
Max drawdown-38.15%
SIP · Monthly122 contributions
$100 every month
$36,032+$23,832 · +195.35%
Total invested$12,200
Money-weighted (XIRR)+20.67%
Max drawdown-34.56%
SIP · Biweekly261 contributions
$100 every two weeks
$77,042+$50,942 · +195.18%
Total invested$26,100
Money-weighted (XIRR)+20.71%
Max drawdown-35.02%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$80,856after your settings in ELF.TO
Profit
+$58,656+264.21% on money in
Annualised return
+17.59%Money-weighted (XIRR)
Deepest dip
-36.27%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+9.39% | +14.36% | +13.63% | +27.97% | +43.07% p.a. | +23.80% p.a. | +16.24% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +6.59% | +12.14% | -6.51% | +7.30% | -0.52% | +30.69% | +2.24% | +19.15% | +35.10% | +39.63% | +25.12% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,868 | +$668 | +6.54% |
| 2017 | $11,500 | $13,496 | +$1,996 | +17.36% |
| 2018 | $12,700 | $13,752 | +$1,052 | +8.28% |
| 2019 | $13,900 | $16,016 | +$2,116 | +15.22% |
| 2020 | $15,100 | $17,287 | +$2,187 | +14.48% |
| 2021 | $16,300 | $23,881 | +$7,581 | +46.51% |
| 2022 | $17,500 | $25,662 | +$8,162 | +46.64% |
| 2023 | $18,800 | $32,060 | +$13,260 | +70.53% |
| 2024 | $20,000 | $44,682 | +$24,682 | +123.41% |
| 2025 | $21,200 | $63,722 | +$42,522 | +200.57% |
| 2026 (YTD) | $22,200 | $80,856 | +$58,656 | +264.21% |
Best 12-month stretch
+88.04%Mar 2020 → Mar 2021
Worst 12-month stretch
-34.42%Mar 2019 → Mar 2020
Deepest drawdown
-38.15%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$7,900on $10,000, trailing 10 years