Lump Sum10 years ago
$10,000 invested once
$13,671+$3,671 · +36.71%
Total invested$10,000
Annualised (CAGR)+5.73%
Max drawdown-86.43%
SIP · Monthly69 contributions
$100 every month
$17,539+$10,639 · +154.19%
Total invested$6,900
Money-weighted (XIRR)+33.77%
Max drawdown-53.60%
SIP · Biweekly147 contributions
$100 every two weeks
$37,274+$22,574 · +153.56%
Total invested$14,700
Money-weighted (XIRR)+33.79%
Max drawdown-53.35%
Playground
How you invest
Growth of your contributions
You invest
$16,900
It would be worth
$31,211after your settings in EPRX.TO
Profit
+$14,311+84.68% on money in
Annualised return
+14.08%Money-weighted (XIRR)
Deepest dip
-78.34%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-15.38% | +16.42% | -3.14% | +25.10% | +19.63% p.a. | +34.69% p.a. | — |
Calendar-year returns
| 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|
| -65.00% | +48.98% | +47.12% | -18.25% | +138.27% | -8.51% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2021 | $11,000 | $4,266 | -$6,734 | -61.22% |
| 2022 | $12,200 | $8,917 | -$3,283 | -26.91% |
| 2023 | $13,500 | $14,363 | +$863 | +6.39% |
| 2024 | $14,700 | $13,052 | -$1,648 | -11.21% |
| 2025 | $15,900 | $33,075 | +$17,175 | +108.02% |
| 2026 (YTD) | $16,900 | $31,211 | +$14,311 | +84.68% |
Best 12-month stretch
+781.19%Jul 2022 → Jul 2023
Worst 12-month stretch
-75.22%May 2021 → May 2022
Deepest drawdown
-86.43%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