Lump Sum10 years ago
$10,000 invested once
$5,513-$4,487 · -44.87%
Total invested$10,000
Annualised (CAGR)-5.80%
Max drawdown-94.74%
SIP · Monthly122 contributions
$100 every month
$32,781+$20,581 · +168.70%
Total invested$12,200
Money-weighted (XIRR)+18.91%
Max drawdown-71.70%
SIP · Biweekly261 contributions
$100 every two weeks
$70,004+$43,904 · +168.22%
Total invested$26,100
Money-weighted (XIRR)+18.92%
Max drawdown-71.74%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$38,294after your settings in ELVA.TO
Profit
+$16,094+72.50% on money in
Annualised return
+7.44%Money-weighted (XIRR)
Deepest dip
-90.51%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-19.18% | -38.46% | -45.41% | -22.04% | +21.80% p.a. | +3.53% p.a. | -5.80% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -19.01% | -69.95% | -71.88% | 0.00% | +727.78% | -37.58% | +7.53% | -19.00% | -6.91% | +191.51% | -34.03% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $8,266 | -$1,934 | -18.96% |
| 2017 | $11,500 | $3,144 | -$8,356 | -72.66% |
| 2018 | $12,700 | $1,822 | -$10,878 | -85.66% |
| 2019 | $13,900 | $2,904 | -$10,996 | -79.11% |
| 2020 | $15,100 | $29,076 | +$13,976 | +92.56% |
| 2021 | $16,300 | $19,001 | +$2,701 | +16.57% |
| 2022 | $17,500 | $21,792 | +$4,292 | +24.53% |
| 2023 | $18,800 | $18,749 | -$51 | -0.27% |
| 2024 | $20,000 | $18,680 | -$1,320 | -6.60% |
| 2025 | $21,200 | $57,066 | +$35,866 | +169.18% |
| 2026 (YTD) | $22,200 | $38,294 | +$16,094 | +72.50% |
Best 12-month stretch
+1050.00%Mar 2020 → Mar 2021
Worst 12-month stretch
-91.43%Apr 2017 → Apr 2018
Deepest drawdown
-94.74%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