Lump Sum10 years ago
$10,000 invested once
$14,935+$4,935 · +49.35%
Total invested$10,000
Annualised (CAGR)+4.11%
Max drawdown-76.19%
SIP · Monthly122 contributions
$100 every month
$22,698+$10,498 · +86.05%
Total invested$12,200
Money-weighted (XIRR)+12.02%
Max drawdown-65.76%
SIP · Biweekly261 contributions
$100 every two weeks
$48,334+$22,234 · +85.19%
Total invested$26,100
Money-weighted (XIRR)+11.96%
Max drawdown-65.92%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$37,633after your settings in EQX.TO
Profit
+$15,433+69.52% on money in
Annualised return
+7.20%Money-weighted (XIRR)
Deepest dip
-71.94%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-16.24% | +8.24% | -27.53% | -8.29% | +30.58% p.a. | +9.13% p.a. | +4.11% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -4.21% | -38.46% | -6.25% | +84.76% | +35.77% | -35.00% | -48.25% | +45.37% | +16.93% | +150.20% | -24.69% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,780 | -$420 | -4.12% |
| 2017 | $11,500 | $7,230 | -$4,270 | -37.13% |
| 2018 | $12,700 | $8,000 | -$4,700 | -37.01% |
| 2019 | $13,900 | $16,548 | +$2,648 | +19.05% |
| 2020 | $15,100 | $23,675 | +$8,575 | +56.79% |
| 2021 | $16,300 | $16,432 | +$132 | +0.81% |
| 2022 | $17,500 | $9,366 | -$8,134 | -46.48% |
| 2023 | $18,800 | $14,933 | -$3,867 | -20.57% |
| 2024 | $20,000 | $18,692 | -$1,308 | -6.54% |
| 2025 | $21,200 | $48,853 | +$27,653 | +130.44% |
| 2026 (YTD) | $22,200 | $37,633 | +$15,433 | +69.52% |
Best 12-month stretch
+176.16%Feb 2025 → Feb 2026
Worst 12-month stretch
-57.88%Nov 2021 → Oct 2022
Deepest drawdown
-76.19%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$76on $10,000, trailing 10 years