Lump Sum10 years ago
$10,000 invested once
$8,717-$1,283 · -12.83%
Total invested$10,000
Annualised (CAGR)-1.37%
Max drawdown-95.50%
SIP · Monthly122 contributions
$100 every month
$24,199+$11,999 · +98.35%
Total invested$12,200
Money-weighted (XIRR)+13.23%
Max drawdown-88.68%
SIP · Biweekly261 contributions
$100 every two weeks
$51,288+$25,188 · +96.50%
Total invested$26,100
Money-weighted (XIRR)+13.08%
Max drawdown-88.61%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$32,916after your settings in ESI.TO
Profit
+$10,716+48.27% on money in
Annualised return
+5.39%Money-weighted (XIRR)
Deepest dip
-92.37%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+18.31% | +6.33% | +9.66% | +60.31% | +19.11% p.a. | +15.60% p.a. | -1.37% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +20.71% | -25.98% | -15.52% | -37.31% | -60.09% | +84.62% | +102.98% | -36.36% | +47.00% | -15.99% | +56.72% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,292 | +$2,092 | +20.51% |
| 2017 | $11,500 | $10,310 | -$1,190 | -10.35% |
| 2018 | $12,700 | $9,790 | -$2,910 | -22.91% |
| 2019 | $13,900 | $7,090 | -$6,810 | -48.99% |
| 2020 | $15,100 | $4,461 | -$10,639 | -70.46% |
| 2021 | $16,300 | $9,574 | -$6,726 | -41.26% |
| 2022 | $17,500 | $20,779 | +$3,279 | +18.73% |
| 2023 | $18,800 | $14,279 | -$4,521 | -24.05% |
| 2024 | $20,000 | $22,502 | +$2,502 | +12.51% |
| 2025 | $21,200 | $20,255 | -$945 | -4.46% |
| 2026 (YTD) | $22,200 | $32,916 | +$10,716 | +48.27% |
Best 12-month stretch
+392.59%Mar 2020 → Mar 2021
Worst 12-month stretch
-93.64%Mar 2019 → Mar 2020
Deepest drawdown
-95.50%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,982on $10,000, trailing 10 years