Lump Sum10 years ago
$10,000 invested once
$385,455+$375,455 · +3754.55%
Total invested$10,000
Annualised (CAGR)+51.46%
Max drawdown-69.57%
SIP · Monthly108 contributions
$100 every month
$302,623+$291,823 · +2702.06%
Total invested$10,800
Money-weighted (XIRR)+74.85%
Max drawdown-59.19%
SIP · Biweekly230 contributions
$100 every two weeks
$649,674+$626,674 · +2724.67%
Total invested$23,000
Money-weighted (XIRR)+75.20%
Max drawdown-59.24%
Playground
How you invest
Growth of your contributions
You invest
$20,800
It would be worth
$688,077after your settings in FDY.TO
Profit
+$667,277+3208.06% on money in
Annualised return
+57.41%Money-weighted (XIRR)
Deepest dip
-59.66%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-24.01% | -18.93% | -17.19% | +115.23% | +90.23% p.a. | +39.06% p.a. | — |
Calendar-year returns
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|
| -59.09% | +11.11% | +380.00% | +216.67% | -28.95% | +16.67% | +19.05% | +282.67% | +47.74% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2018 | $11,300 | $4,942 | -$6,358 | -56.26% |
| 2019 | $12,500 | $6,780 | -$5,720 | -45.76% |
| 2020 | $13,700 | $36,756 | +$23,056 | +168.30% |
| 2021 | $14,900 | $118,083 | +$103,183 | +692.50% |
| 2022 | $16,100 | $85,035 | +$68,935 | +428.17% |
| 2023 | $17,300 | $100,233 | +$82,933 | +479.38% |
| 2024 | $18,600 | $120,719 | +$102,119 | +549.03% |
| 2025 | $19,800 | $465,150 | +$445,350 | +2249.24% |
| 2026 (YTD) | $20,800 | $688,077 | +$667,277 | +3208.06% |
Best 12-month stretch
+1700.00%Mar 2020 → Mar 2021
Worst 12-month stretch
-59.09%Jan 2018 → Dec 2018
Deepest drawdown
-69.57%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