Lump Sum10 years ago
$10,000 invested once
$5,399-$4,601 · -46.01%
Total invested$10,000
Annualised (CAGR)-6.00%
Max drawdown-91.87%
SIP · Monthly122 contributions
$100 every month
$19,396+$7,196 · +58.98%
Total invested$12,200
Money-weighted (XIRR)+9.03%
Max drawdown-72.47%
SIP · Biweekly261 contributions
$100 every two weeks
$41,566+$15,466 · +59.26%
Total invested$26,100
Money-weighted (XIRR)+9.09%
Max drawdown-73.03%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$24,795after your settings in FEC.TO
Profit
+$2,595+11.69% on money in
Annualised return
+1.52%Money-weighted (XIRR)
Deepest dip
-81.63%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-2.39% | -9.72% | -12.52% | +151.58% | +5.43% p.a. | +8.82% p.a. | -6.00% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.41% | -32.57% | -37.71% | -13.93% | -65.12% | +219.00% | +19.82% | -35.04% | +19.38% | -29.44% | +99.93% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,453 | +$253 | +2.48% |
| 2017 | $11,500 | $8,316 | -$3,184 | -27.69% |
| 2018 | $12,700 | $6,021 | -$6,679 | -52.59% |
| 2019 | $13,900 | $6,207 | -$7,693 | -55.34% |
| 2020 | $15,100 | $3,285 | -$11,815 | -78.25% |
| 2021 | $16,300 | $12,418 | -$3,882 | -23.82% |
| 2022 | $17,500 | $16,132 | -$1,368 | -7.82% |
| 2023 | $18,800 | $11,432 | -$7,368 | -39.19% |
| 2024 | $20,000 | $15,038 | -$4,962 | -24.81% |
| 2025 | $21,200 | $11,869 | -$9,331 | -44.01% |
| 2026 (YTD) | $22,200 | $24,795 | +$2,595 | +11.69% |
Best 12-month stretch
+309.77%Oct 2020 → Oct 2021
Worst 12-month stretch
-82.20%Sep 2019 → Sep 2020
Deepest drawdown
-91.87%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,656on $10,000, trailing 10 years