Lump Sum10 years ago
$10,000 invested once
$24,023+$14,023 · +140.23%
Total invested$10,000
Annualised (CAGR)+9.19%
Max drawdown-26.60%
SIP · Monthly122 contributions
$100 every month
$20,671+$8,471 · +69.43%
Total invested$12,200
Money-weighted (XIRR)+10.25%
Max drawdown-20.00%
SIP · Biweekly261 contributions
$100 every two weeks
$44,267+$18,167 · +69.60%
Total invested$26,100
Money-weighted (XIRR)+10.29%
Max drawdown-19.90%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$44,694after your settings in EMA.TO
Profit
+$22,494+101.32% on money in
Annualised return
+9.53%Money-weighted (XIRR)
Deepest dip
-22.41%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+1.73% | -10.58% | -2.56% | +3.46% | +20.91% p.a. | +8.90% p.a. | +9.19% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.13% | +8.30% | -3.52% | +35.49% | +1.77% | +22.34% | -14.32% | +2.50% | +14.64% | +32.10% | +4.72% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,986 | -$214 | -2.09% |
| 2017 | $11,500 | $12,135 | +$635 | +5.52% |
| 2018 | $12,700 | $12,968 | +$268 | +2.11% |
| 2019 | $13,900 | $18,872 | +$4,972 | +35.77% |
| 2020 | $15,100 | $20,411 | +$5,311 | +35.17% |
| 2021 | $16,300 | $26,333 | +$10,033 | +61.55% |
| 2022 | $17,500 | $23,645 | +$6,145 | +35.11% |
| 2023 | $18,800 | $25,514 | +$6,714 | +35.71% |
| 2024 | $20,000 | $30,599 | +$10,599 | +52.99% |
| 2025 | $21,200 | $41,746 | +$20,546 | +96.92% |
| 2026 (YTD) | $22,200 | $44,694 | +$22,494 | +101.32% |
Best 12-month stretch
+57.29%Oct 2018 → Oct 2019
Worst 12-month stretch
-16.10%Oct 2017 → Oct 2018
Deepest drawdown
-26.60%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,611on $10,000, trailing 10 years