Lump Sum10 years ago
$10,000 invested once
$85,776+$75,776 · +757.76%
Total invested$10,000
Annualised (CAGR)+26.95%
Max drawdown-61.92%
SIP · Monthly110 contributions
$100 every month
$26,714+$15,714 · +142.85%
Total invested$11,000
Money-weighted (XIRR)+18.95%
Max drawdown-56.23%
SIP · Biweekly236 contributions
$100 every two weeks
$57,244+$33,644 · +142.56%
Total invested$23,600
Money-weighted (XIRR)+19.02%
Max drawdown-55.63%
Playground
How you invest
Growth of your contributions
You invest
$21,000
It would be worth
$112,489after your settings in ERO.TO
Profit
+$91,489+435.66% on money in
Annualised return
+25.29%Money-weighted (XIRR)
Deepest dip
-61.17%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-21.41% | +14.55% | +12.83% | +44.43% | +29.85% p.a. | +12.77% p.a. | — |
Calendar-year returns
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|
| +54.69% | +39.84% | +112.26% | -9.24% | -5.48% | -3.42% | +12.39% | -4.77% | +99.95% | +5.36% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2017 | $10,300 | $15,839 | +$5,539 | +53.78% |
| 2018 | $11,500 | $23,554 | +$12,054 | +104.82% |
| 2019 | $12,700 | $51,525 | +$38,825 | +305.71% |
| 2020 | $13,900 | $48,203 | +$34,303 | +246.78% |
| 2021 | $15,200 | $46,674 | +$31,474 | +207.06% |
| 2022 | $16,400 | $46,515 | +$30,115 | +183.63% |
| 2023 | $17,600 | $53,381 | +$35,781 | +203.30% |
| 2024 | $18,800 | $51,788 | +$32,988 | +175.47% |
| 2025 | $20,000 | $105,800 | +$85,800 | +429.00% |
| 2026 (YTD) | $21,000 | $112,489 | +$91,489 | +435.66% |
Best 12-month stretch
+197.58%Jul 2018 → Jul 2019
Worst 12-month stretch
-57.37%Jun 2021 → Jun 2022
Deepest drawdown
-61.92%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