Lump Sum10 years ago
$10,000 invested once
$22,642+$12,642 · +126.42%
Total invested$10,000
Annualised (CAGR)+8.55%
Max drawdown-33.87%
SIP · Monthly122 contributions
$100 every month
$22,729+$10,529 · +86.30%
Total invested$12,200
Money-weighted (XIRR)+12.04%
Max drawdown-31.10%
SIP · Biweekly261 contributions
$100 every two weeks
$48,585+$22,485 · +86.15%
Total invested$26,100
Money-weighted (XIRR)+12.06%
Max drawdown-31.72%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$45,371after your settings in ENB.TO
Profit
+$23,171+104.37% on money in
Annualised return
+9.73%Money-weighted (XIRR)
Deepest dip
-32.92%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+1.88% | -14.85% | -5.07% | +8.28% | +23.16% p.a. | +12.31% p.a. | +8.55% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.24% | -8.84% | -5.47% | +25.24% | -15.09% | +29.98% | +13.96% | -3.27% | +39.97% | +12.47% | +6.11% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,529 | +$329 | +3.23% |
| 2017 | $11,500 | $10,842 | -$658 | -5.72% |
| 2018 | $12,700 | $11,523 | -$1,177 | -9.27% |
| 2019 | $13,900 | $15,757 | +$1,857 | +13.36% |
| 2020 | $15,100 | $14,569 | -$531 | -3.52% |
| 2021 | $16,300 | $20,213 | +$3,913 | +24.01% |
| 2022 | $17,500 | $24,229 | +$6,729 | +38.45% |
| 2023 | $18,800 | $24,728 | +$5,928 | +31.53% |
| 2024 | $20,000 | $36,095 | +$16,095 | +80.47% |
| 2025 | $21,200 | $41,867 | +$20,667 | +97.48% |
| 2026 (YTD) | $22,200 | $45,371 | +$23,171 | +104.37% |
Best 12-month stretch
+61.83%Nov 2020 → Nov 2021
Worst 12-month stretch
-29.21%Apr 2017 → Apr 2018
Deepest drawdown
-33.87%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,882on $10,000, trailing 10 years