Lump Sum10 years ago
$10,000 invested once
$10,006+$6 · +0.06%
Total invested$10,000
Annualised (CAGR)+0.01%
Max drawdown-76.49%
SIP · Monthly122 contributions
$100 every month
$8,597-$3,603 · -29.53%
Total invested$12,200
Money-weighted (XIRR)NaN%
Max drawdown-55.53%
SIP · Biweekly261 contributions
$100 every two weeks
$18,381-$7,719 · -29.58%
Total invested$26,100
Money-weighted (XIRR)NaN%
Max drawdown-55.69%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$18,603after your settings in ENGH.TO
Profit
-$3,597-16.20% on money in
Annualised return
-2.46%Money-weighted (XIRR)
Deepest dip
-68.55%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+13.92% | +20.51% | +17.38% | -3.21% | -11.69% p.a. | -15.70% p.a. | +0.01% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +13.54% | +11.17% | +7.30% | +56.97% | +22.70% | -18.72% | -24.14% | +0.03% | -18.95% | -23.19% | -0.09% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,574 | +$1,374 | +13.47% |
| 2017 | $11,500 | $14,314 | +$2,814 | +24.47% |
| 2018 | $12,700 | $16,473 | +$3,773 | +29.71% |
| 2019 | $13,900 | $27,503 | +$13,603 | +97.86% |
| 2020 | $15,100 | $34,986 | +$19,886 | +131.69% |
| 2021 | $16,300 | $29,465 | +$13,165 | +80.77% |
| 2022 | $17,500 | $23,682 | +$6,182 | +35.33% |
| 2023 | $18,800 | $25,019 | +$6,219 | +33.08% |
| 2024 | $20,000 | $21,371 | +$1,371 | +6.85% |
| 2025 | $21,200 | $17,475 | -$3,725 | -17.57% |
| 2026 (YTD) | $22,200 | $18,603 | -$3,597 | -16.20% |
Best 12-month stretch
+127.58%Jul 2019 → Jul 2020
Worst 12-month stretch
-51.14%Jun 2021 → Jun 2022
Deepest drawdown
-76.49%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$3,409on $10,000, trailing 10 years