Lump Sum10 years ago
$10,000 invested once
$17,921+$7,921 · +79.21%
Total invested$10,000
Annualised (CAGR)+6.03%
Max drawdown-38.87%
SIP · Monthly122 contributions
$100 every month
$16,871+$4,671 · +38.28%
Total invested$12,200
Money-weighted (XIRR)+6.36%
Max drawdown-35.49%
SIP · Biweekly261 contributions
$100 every two weeks
$36,102+$10,002 · +38.32%
Total invested$26,100
Money-weighted (XIRR)+6.38%
Max drawdown-35.98%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$34,792after your settings in ET.TO
Profit
+$12,592+56.72% on money in
Annualised return
+6.14%Money-weighted (XIRR)
Deepest dip
-38.03%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+10.47% | -16.16% | -15.84% | +19.56% | +11.41% p.a. | +6.30% p.a. | +6.03% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +13.28% | +12.21% | -8.06% | +23.26% | -23.10% | +12.24% | +2.54% | +15.87% | -2.22% | +24.84% | -0.61% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,543 | +$1,343 | +13.17% |
| 2017 | $11,500 | $14,338 | +$2,838 | +24.68% |
| 2018 | $12,700 | $14,376 | +$1,676 | +13.20% |
| 2019 | $13,900 | $19,035 | +$5,135 | +36.94% |
| 2020 | $15,100 | $15,843 | +$743 | +4.92% |
| 2021 | $16,300 | $19,012 | +$2,712 | +16.64% |
| 2022 | $17,500 | $20,687 | +$3,187 | +18.21% |
| 2023 | $18,800 | $25,455 | +$6,655 | +35.40% |
| 2024 | $20,000 | $26,093 | +$6,093 | +30.47% |
| 2025 | $21,200 | $34,108 | +$12,908 | +60.89% |
| 2026 (YTD) | $22,200 | $34,792 | +$12,592 | +56.72% |
Best 12-month stretch
+88.18%Mar 2025 → Mar 2026
Worst 12-month stretch
-32.45%Nov 2019 → Nov 2020
Deepest drawdown
-38.87%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$7,023on $10,000, trailing 10 years