Lump Sum10 years ago
$10,000 invested once
$54,320+$44,320 · +443.20%
Total invested$10,000
Annualised (CAGR)+18.51%
Max drawdown-44.28%
SIP · Monthly122 contributions
$100 every month
$54,035+$41,835 · +342.91%
Total invested$12,200
Money-weighted (XIRR)+28.20%
Max drawdown-37.60%
SIP · Biweekly261 contributions
$100 every two weeks
$115,762+$89,662 · +343.53%
Total invested$26,100
Money-weighted (XIRR)+28.30%
Max drawdown-37.16%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$108,355after your settings in EXE.TO
Profit
+$86,155+388.08% on money in
Annualised return
+21.62%Money-weighted (XIRR)
Deepest dip
-41.93%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-11.76% | -26.56% | -5.59% | +74.41% | +76.04% p.a. | +37.92% p.a. | +18.51% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +10.43% | -2.76% | -24.47% | +38.55% | -15.31% | +17.26% | -3.86% | +19.31% | +49.95% | +112.28% | +33.32% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,253 | +$1,053 | +10.32% |
| 2017 | $11,500 | $12,189 | +$689 | +5.99% |
| 2018 | $12,700 | $10,257 | -$2,443 | -19.23% |
| 2019 | $13,900 | $15,490 | +$1,590 | +11.44% |
| 2020 | $15,100 | $14,471 | -$629 | -4.17% |
| 2021 | $16,300 | $18,192 | +$1,892 | +11.61% |
| 2022 | $17,500 | $18,618 | +$1,118 | +6.39% |
| 2023 | $18,800 | $23,677 | +$4,877 | +25.94% |
| 2024 | $20,000 | $37,073 | +$17,073 | +85.37% |
| 2025 | $21,200 | $80,556 | +$59,356 | +279.98% |
| 2026 (YTD) | $22,200 | $108,355 | +$86,155 | +388.08% |
Best 12-month stretch
+212.07%Jul 2025 → Jul 2026
Worst 12-month stretch
-38.79%Oct 2019 → Oct 2020
Deepest drawdown
-44.28%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,335on $10,000, trailing 10 years